Security record · archived quarter
IWC
name pending profile ingest
58Tracked holders
+7Δ holders
2.38MShares held
$379.66MReported value
+9New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +13.7% ·
share flow +3.4% ·
net new positions +12.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 4.91K | $897,249 | n/a | −1 |
| 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 | n/a | −2 |
| Q3 2025 | 7 | 0 | 539.75K | $80.47M | n/a | n/a |
| Q2 2025 | 4 | +1 | 43.38K | $5.54M | +1 | n/a |
| Q1 2025 | 2 | -1 | 44.38K | $4.92M | n/a | −1 |
| Q4 2024 | 3 | 0 | 27.27K | $3.56M | n/a | n/a |
| Q3 2024 | 3 | 0 | 31.41K | $3.87M | n/a | n/a |
| Q2 2024 | 3 | n/a | 55.94K | $6.38M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 446.93K | -1.3% | $71.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 319.01K | +1.9% | $50.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 235.19K | +10.5% | $37.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Corient Private Wealth LP | 172.03K | -51.6% | $27.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 123.21K | +86.7% | $19.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Wells Fargo & Company/Mn | 121.48K | +25.4% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Bank Of Montreal /Can/ | 111.09K | -2.8% | $17.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 108.22K | +14.3% | $17.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 107.02K | -4.5% | $17.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 76.30K | New | $12.18M | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 56.71K | -2.9% | $9.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Creative Planning | 53.09K | 0.0% | $8.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | UBS Group AG | 49.83K | -11.0% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 45.18K | +560.0% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 42.04K | +33.0% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 38.88K | -0.6% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Citadel Advisors ✦ | 36.07K | New | $5.76M | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 32.67K | +8.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | FIL Ltd | 31.27K | -49.0% | $4.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 21.57K | New | $3.44M | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 19.57K | +1.4% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | HighTower Advisors, LLC | 17.76K | +37.6% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 17.05K | -0.7% | $2.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 12.70K | +20.3% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Lido Advisors, LLC | 8.96K | +43.3% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 8.27K | +13.7% | $1.32M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 27 | Focus Partners Wealth | 8.20K | +10.4% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 7.42K | +35.2% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 6.95K | +0.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 5.44K | -5.0% | $867,640 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 4.90K | -25.6% | $796,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4.36K | +3.9% | $695,381 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 3.93K | +0.1% | $627,122 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 3.07K | -51.4% | $489,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 2.29K | New | $365,737 | 0.0% | New | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 2.20K | -12.9% | $351,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 2.09K | -12.2% | $333,793 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Brown Advisory Inc | 1.90K | 0.0% | $302,940 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 1.77K | +31.9% | $282,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 1.66K | New | $264,633 | 0.0% | New | 1 | SEC ↗ |
| 41 | Simplex Trading, Llc | 1.62K | +31.8% | $259,366 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 1.54K | n/a | $245,239 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Cerity Partners LLC | 1.37K | +3.1% | $218,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Kayne Anderson Rudnick Investment… | 1.26K | +0.1% | $201,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Allspring Global Investments… | 951 | New | $154,168 | 0.0% | New | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 891 | -6.6% | $142,213 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Rockefeller Capital Management L.P. | 842 | -15.1% | $134,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 803 | +727.8% | $128,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 659 | +0.1% | $105,255 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Franklin Resources Inc | 555 | 0.0% | $88,584 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Fifth Third Bancorp | 392 | +1206.7% | $62,567 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Blair William & Co/Il | 355 | 0.0% | $56,662 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Cwm, Llc | 305 | +1.7% | $48,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 304 | New | $48,521 | 0.0% | New | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 170 | New | $27,134 | 0.0% | New | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 65 | +38.3% | $10,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 1 | 0.0% | $161 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Citigroup Inc | 1 | New | $160 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $12.18M | 0.0% |
| Citadel Advisors | $5.76M | 0.0% |
| Jane Street Group, Llc | $3.44M | 0.0% |
| BlackRock | $365,737 | 0.0% |
| Bnp Paribas Financial Markets | $264,633 | 0.0% |
| Allspring Global Investments… | $154,168 | 0.0% |
| UBS AM, a distinct business… | $48,521 | 0.0% |
| Us Bancorp \De\ | $27,134 | 0.0% |
| Citigroup Inc | $160 | 0.0% |
Exited
| Capstone Investment Advisors… | $1.01M | was 0.0% |
| Hrt Financial Lp | $725,000 | 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: Q1 2026 ·
Methodology ·
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