IVAL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -0.1% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 302.49K | n/a | $9.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 32.75K | 0.0% | $1.03M | 0.0% | Held | 4 | SEC ↗ |
| 3 | Jane Street Group, Llc | 20.28K | n/a | $637,872 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 16.76K | n/a | $527,266 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 10.14K | n/a | $319,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 8.70K | n/a | $273,520 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.67K | n/a | $52,470 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 410 | n/a | $12,898 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 0 | n/a | $14 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Morgan Stanley | $6,075 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 3.23M shares, $105.83M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.