Security record · archived quarter
IWC
name pending profile ingest
50Tracked holders
-2Δ holders
2.30MShares held
$362.89MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.8% ·
share flow -4.6% ·
net new positions -4.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | 0 | 2.25M | $449.59M | +4 | −5 |
| Q1 2026 | 58 | +7 | 2.38M | $379.66M | +9 | −2 |
| Q4 2025 | 50 | -2 | 2.30M | $362.89M | — | −2 |
| Q3 2025 | 7 | 0 | 539.75K | $80.47M | — | — |
| Q2 2025 | 4 | +1 | 43.38K | $5.54M | +1 | — |
| Q1 2025 | 2 | -1 | 44.38K | $4.92M | — | −1 |
| Q4 2024 | 3 | 0 | 27.27K | $3.56M | — | — |
| Q3 2024 | 3 | 0 | 31.41K | $3.87M | — | — |
| Q2 2024 | 3 | — | 55.94K | $6.38M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 452.76K | — | $71.40M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 355.35K | — | $56.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Goldman Sachs Group ✦ | 312.96K | -1.9% | $49.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 212.81K | — | $33.56M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Bank Of Montreal /Can/ | 114.24K | — | $18.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 112.00K | — | $17.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 96.89K | — | $15.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Cetera Investment Advisers | 94.70K | — | $14.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 66.00K | -31.6% | $10.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | FIL Ltd | 61.27K | — | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 58.41K | — | $9.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 55.99K | — | $8.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Creative Planning | 53.08K | — | $8.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 39.12K | -50.4% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Raymond James Financial Inc | 31.61K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 30.18K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 19.30K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 17.16K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 12.90K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 10.56K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 7.42K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 7.27K | +12.4% | $1.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 23 | Mariner, LLC | 6.92K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 6.85K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 6.59K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Capstone Investment Advisors, Llc | 6.40K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 6.32K | — | $996,632 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 6.26K | — | $942,791 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 5.72K | — | $902,310 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 5.49K | — | $865,973 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Hrt Financial Lp | 4.60K | — | $725,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4.19K | +67.6% | $661,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 3.92K | — | $618,864 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 2.53K | — | $398,747 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 2.38K | — | $375,442 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Brown Advisory Inc | 1.90K | — | $299,315 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 1.34K | — | $211,434 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Cerity Partners LLC | 1.33K | — | $209,344 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Kayne Anderson Rudnick Investment… | 1.26K | — | $198,356 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Simplex Trading, Llc | 1.23K | — | $194,444 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 992 | — | $156,438 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Pnc Financial Services Group, Inc. | 954 | — | $150,446 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Russell Investments Group, Ltd. | 658 | — | $103,835 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 555 | — | $87,524 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 355 | — | $55,984 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 300 | — | $47,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 97 | — | $15,297 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 47 | — | $7,412 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 30 | — | $4,731 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 1 | — | $158 | 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
| Citadel Advisors | $3.62M | was 0.0% |
| Two Sigma Investments | $1.80M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 265 holders, 4.58M shares, $712.25M 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: Q4 2025 ·
Methodology ·
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