Security record · archived quarter
IYY
name pending profile ingest
54Tracked holders
+2Δ holders
2.34MShares held
$371.11MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +2.4% ·
net new positions +3.7%
· 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 | 41.23K | $7.74M | n/a | −1 |
| Q2 2026 | 52 | 0 | 2.38M | $433.01M | +2 | −3 |
| Q1 2026 | 54 | +2 | 2.34M | $371.11M | +3 | −1 |
| Q4 2025 | 51 | 0 | 2.28M | $378.28M | n/a | n/a |
| Q3 2025 | 6 | -1 | 594.39K | $96.58M | n/a | −1 |
| Q2 2025 | 4 | 0 | 55.41K | $8.36M | n/a | n/a |
| Q1 2025 | 2 | 0 | 25.43K | $3.46M | n/a | n/a |
| Q4 2024 | 2 | +1 | 24.60K | $3.52M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.01K | $559,574 | +1 | −1 |
| Q2 2024 | 1 | n/a | 14.54K | $1.92M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 424.46K | -3.1% | $67.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 304.50K | -2.3% | $48.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 249.04K | +27.5% | $39.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Pnc Financial Services Group, Inc. | 140.30K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 128.51K | -2.2% | $20.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 99.66K | -0.5% | $15.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 96.34K | +6.0% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 78.62K | +24.1% | $12.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 77.89K | +1.3% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 61.04K | -1.5% | $9.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 56.53K | -10.0% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 43.54K | -0.4% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 40.67K | -16.2% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Bank Of Montreal /Can/ | 40.30K | +2.9% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Creative Planning | 37.97K | +3.2% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 36.38K | -32.3% | $5.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 35.99K | +6.1% | $5.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 30.23K | -4.5% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Fifth Third Bancorp | 29.54K | +8150.6% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 29.44K | -2.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 24.50K | -33.1% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 25.19K | +0.6% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Captrust Financial Advisors | 24.20K | +0.3% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 21.06K | -2.2% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 20.04K | +2.8% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 19.13K | -0.2% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | HighTower Advisors, LLC | 14.31K | -0.9% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 13.47K | +7.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | AQR Capital Management ✦ | 13.37K | -3.6% | $2.12M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 12.99K | New | $2.06M | 0.0% | New | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 12.36K | +149.5% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 10.32K | -11.3% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 10.06K | +3.3% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Brown Advisory Inc | 9.00K | 0.0% | $1.43M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 8.14K | +11.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fayez Sarofim & Co | 8.00K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 7.56K | +19.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 5.87K | n/a | $930,722 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 5.70K | -3.4% | $902,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Northern Trust Corp | 5.53K | 0.0% | $876,229 | 0.0% | Held | 2 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 5.42K | +15.2% | $865,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Corient Private Wealth LP | 4.28K | -41.8% | $677,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 4.20K | 0.0% | $665,648 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 44 | Northwestern Mutual Wealth… | 3.48K | +10.7% | $551,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 3.07K | -1.8% | $486,759 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Cwm, Llc | 2.89K | +4.3% | $457,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 2.83K | -5.0% | $449,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 1.79K | New | $283,150 | 0.0% | New | 1 | SEC ↗ |
| 49 | BlackRock ✦ (passive) | 987 | +0.3% | $156,339 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Blair William & Co/Il | 910 | 0.0% | $144,190 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Assetmark, Inc | 780 | 0.0% | $123,591 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Franklin Resources Inc | 200 | 0.0% | $31,690 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Qube Research & Technologies Ltd | 88 | +8.6% | $13,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Citigroup Inc | 1 | New | $158 | 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
| Citadel Advisors | $2.06M | 0.0% |
| UBS AM, a distinct business… | $283,150 | 0.0% |
| Citigroup Inc | $158 | 0.0% |
Exited
| Simplex Trading, Llc | $154,700 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 276 holders, 3.73M shares, $584.44M 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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