Security record
IVOL
name pending profile ingest
21Tracked holders
-3Δ holders
2.32MShares held
$40.17MReported value
+3New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -30.0% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -3 | 2.32M | $40.17M | +3 | −6 |
| Q1 2026 | 25 | -2 | 8.73M | $163.43M | +2 | −4 |
| Q4 2025 | 27 | 0 | 8.48M | $162.42M | — | — |
| Q3 2025 | 4 | 0 | 962.16K | $18.55M | — | — |
| Q2 2025 | 2 | +1 | 63.07K | $1.23M | +1 | — |
| Q1 2025 | 1 | 0 | 43.08K | $804,716 | — | — |
| Q4 2024 | 1 | 0 | 233.17K | $4.14M | — | — |
| Q3 2024 | 1 | 0 | 126.54K | $2.44M | — | — |
| Q2 2024 | 1 | — | 16.82K | $311,357 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 865.02K | +0.9% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 865.02K | +0.9% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 498.22K | -38.0% | $8.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 498.22K | -38.0% | $8.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 256.29K | -46.8% | $4.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 256.29K | -46.8% | $4.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 116.52K | -41.1% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 116.52K | -41.1% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 116.52K | -41.1% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 113.19K | +324.9% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 98.59K | -69.0% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 88.88K | +463.4% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 57.76K | -27.9% | $998,584 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 48.28K | -14.4% | $834,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 36.09K | +193.6% | $624,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 31.58K | -2.2% | $545,950 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 29.17K | New | $504,401 | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 26.09K | +57.8% | $451,183 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 19.31K | New | $333,818 | 0.0% | New | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 15.29K | -55.0% | $264,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 15.29K | -55.0% | $264,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 13.37K | New | $231,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 3.17K | 0.0% | $54,896 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.95K | 0.0% | $51,075 | 0.0% | Held | 3 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 2.45K | 0.0% | $42,361 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 750 | +275.0% | $12,968 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 167 | -100.0% | $2,924 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 167 | -100.0% | $2,924 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 167 | -100.0% | $2,924 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $504,401 | 0.0% |
| Goldman Sachs Group | $333,818 | 0.0% |
| Hrt Financial Lp | $231,000 | 0.0% |
Exited
| Commonwealth Equity Services… | $196,710 | was 0.0% |
| UBS Group AG | $3,742 | was 0.0% |
| Qube Research & Technologies… | $3,705 | was 0.0% |
| Jones Financial Companies Lllp | $1,960 | was 0.0% |
| Northwestern Mutual Wealth… | $1,665 | was 0.0% |
| Simplex Trading, Llc | $486 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API