Security record · archived quarter
IYE
name pending profile ingest
55Tracked holders
+8Δ holders
10.35MShares held
$669.29MReported value
+9New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +17.0% ·
share flow +30.0% ·
net new positions +14.5%
· 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 | 3 | 0 | 74.09K | $5.09M | n/a | n/a |
| Q2 2026 | 60 | +6 | 8.69M | $492.25M | +9 | −3 |
| Q1 2026 | 55 | +8 | 10.35M | $669.29M | +9 | −1 |
| Q4 2025 | 47 | -4 | 7.92M | $375.17M | n/a | −4 |
| Q3 2025 | 10 | +2 | 2.88M | $136.68M | +2 | n/a |
| Q2 2025 | 5 | -1 | 84.15K | $3.81M | n/a | −1 |
| Q1 2025 | 4 | +2 | 60.77K | $3.00M | +2 | n/a |
| Q4 2024 | 2 | +1 | 27.44K | $1.25M | +1 | n/a |
| Q3 2024 | 1 | 0 | 46.59K | $2.16M | n/a | n/a |
| Q2 2024 | 1 | n/a | 78.74K | $3.78M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.80M | -0.3% | $116.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 1.53M | +56.6% | $98.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 970.81K | +3.9% | $62.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bnp Paribas Financial Markets | 802.70K | +3217.2% | $51.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 722.66K | 0.0% | $46.81M | 0.0% | Held | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 626.08K | +32.1% | $40.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 612.86K | +1.6% | $39.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 387.50K | +8.5% | $25.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Ameriprise Financial Inc | 304.11K | -14.6% | $19.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 247.02K | +1.1% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 179.41K | +136.1% | $11.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Raymond James Financial Inc | 175.14K | +15.1% | $11.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Tudor Investment Corp Et Al | 172.77K | +911.6% | $11.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 158.84K | New | $10.29M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 139.51K | -0.7% | $9.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Northwestern Mutual Wealth… | 125.85K | +160.7% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 119.19K | +3.3% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Allianz Asset Management GmbH | 118.65K | New | $7.68M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 110.35K | +14.4% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 106.17K | +133.6% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 102.78K | -0.9% | $6.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 102.72K | -18.3% | $6.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 100.19K | +257.3% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 73.70K | New | $4.77M | 0.0% | New | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 56.57K | +22.5% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 51.99K | +821.2% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Wealth Enhancement Advisory… | 49.78K | +107.7% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 42.78K | +12.7% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Quantinno Capital Management LP | 37.28K | +7.3% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 34.98K | +3.9% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 34.49K | +15.4% | $2.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | Truist Financial Corp | 31.88K | +107.3% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Creative Planning | 29.74K | +6.2% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 26.18K | -1.6% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 39.68K | -63.5% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 16.38K | -3.2% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 16.09K | -11.2% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cerity Partners LLC | 15.44K | +56.3% | $999,695 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Bank Of Montreal /Can/ | 9.46K | +6.4% | $612,853 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 40 | Balyasny Asset Management L.P. | 8.73K | New | $565,701 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 8.12K | +24.0% | $525,987 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 7.98K | -0.4% | $516,801 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 43 | Jane Street Group, Llc | 6.02K | New | $389,721 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 5.98K | +1394.2% | $387,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 5.95K | New | $385,317 | 0.0% | New | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 5.74K | +31.1% | $371,498 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Focus Partners Wealth | 4.83K | New | $313,037 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fisher Asset Management ✦ | 4.77K | New | $309,229 | 0.0% | New | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 3.55K | +0.1% | $230,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Us Bancorp \De\ | 1.45K | -34.1% | $94,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 1.18K | New | $76,558 | 0.0% | New | 1 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 501 | +50000.0% | $31,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Assetmark, Inc | 264 | -5.4% | $17,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 210 | 0.0% | $13,598 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 103 | +83.9% | $6,671 | 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
| Marshall Wace | $10.29M | 0.0% |
| Allianz Asset Management GmbH | $7.68M | 0.0% |
| Renaissance Technologies | $4.77M | 0.0% |
| Balyasny Asset Management L.P. | $565,701 | 0.0% |
| Jane Street Group, Llc | $389,721 | 0.0% |
| Qube Research & Technologies… | $385,317 | 0.0% |
| Focus Partners Wealth | $313,037 | 0.0% |
| Fisher Asset Management | $309,229 | 0.0% |
| UBS AM, a distinct business… | $76,558 | 0.0% |
Exited
| Simplex Trading, Llc | $13,308 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 332 holders, 15.65M shares, $996.08M 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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