IVOL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.4% ·
share flow +3.0% ·
net new positions -8.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 93.36K | $1.61M | n/a | n/a |
| Q2 2026 | 20 | -3 | 2.27M | $39.17M | +3 | −7 |
| Q1 2026 | 25 | -2 | 8.73M | $163.43M | +2 | −4 |
| Q4 2025 | 27 | 0 | 8.48M | $162.42M | n/a | n/a |
| Q3 2025 | 4 | 0 | 962.16K | $18.55M | n/a | n/a |
| Q2 2025 | 2 | +1 | 63.07K | $1.23M | +1 | n/a |
| Q1 2025 | 1 | 0 | 43.08K | $804,716 | n/a | n/a |
| Q4 2024 | 1 | 0 | 233.17K | $4.14M | n/a | n/a |
| Q3 2024 | 1 | 0 | 126.54K | $2.44M | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.82K | $311,357 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 5.78M | +10.7% | $108.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Raymond James Financial Inc | 857.47K | +3.0% | $16.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 803.81K | +57.3% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 482.12K | -27.0% | $9.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Wealth Enhancement Advisory… | 318.58K | -19.6% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 197.93K | -5.2% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 80.16K | +12.3% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 56.38K | -54.4% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Us Bancorp \De\ | 33.97K | -11.1% | $635,616 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Fifth Third Bancorp | 32.28K | +38.0% | $603,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 26.64K | -76.5% | $498,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.54K | -75.2% | $309,389 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Stifel Financial Corp | 15.78K | -0.9% | $295,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 12.29K | -5.7% | $230,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 10.51K | -69.8% | $196,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cwm, Llc | 4.40K | +9.6% | $82,345 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Blair William & Co/Il | 3.17K | -5.2% | $59,404 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 2.95K | -5.9% | $55,269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 2.45K | 0.0% | $45,497 | 0.0% | Held | 2 | SEC ↗ |
| 20 | UBS Group AG | 200 | New | $3,742 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 200 | 0.0% | $3,742 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 198 | +4.2% | $3,705 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 105 | New | $1,960 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 89 | +4350.0% | $1,665 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Simplex Trading, Llc | 26 | -99.8% | $486 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $3,742 | 0.0% |
| Jones Financial Companies Lllp | $1,960 | 0.0% |
Exited
| Jane Street Group, Llc | $1.53M | was 0.0% |
| Hrt Financial Lp | $508,000 | was 0.0% |
| AQR Capital Management | $208,614 | was 0.0% |
| Cetera Investment Advisers | $198,239 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 8.33M shares, $153.16M 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.