IVAL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -4.5% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 304.27K | +0.6% | $10.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 32.75K | 0.0% | $1.11M | 0.0% | Held | 5 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 10.52K | -37.2% | $357,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 9.88K | +13.7% | $335,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 9.42K | -7.1% | $320,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 8.39K | New | $285,025 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 410 | 0.0% | $13,923 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1 | n/a | $32 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $285,025 | 0.0% |
Exited
| Jane Street Group, Llc | $637,872 | was 0.0% |
| Bank Of America Corp /De/ | $52,470 | 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.