IZRL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow +30.0% ·
net new positions -5.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 46.45K | +151.1% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 43.07K | +196.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 37.23K | +37.8% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 35.03K | +32.9% | $942,990 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 31.69K | New | $853,125 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 20.68K | +15.4% | $556,651 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 10.13K | -0.3% | $272,787 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 8.17K | +21.1% | $219,990 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 6.02K | +13.1% | $162,112 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 3.47K | +7.8% | $93,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Blair William & Co/Il | 2.99K | 0.0% | $80,491 | 0.0% | Held | 2 | SEC ↗ |
| 12 | National Bank Of Canada /Fi/ | 1.62K | 0.0% | $43,745 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 1.30K | +828.6% | $35,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Simplex Trading, Llc | 504 | +950.0% | $13,567 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 300 | 0.0% | $8,211 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Cwm, Llc | 252 | 0.0% | $6,795 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 203 | -11.3% | $5,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 70 | 0.0% | $1,884 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $853,125 | 0.0% |
Exited
| JPMorgan Chase | $389 | was 0.0% |
| Fidelity (FMR) | $120 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 325.73K shares, $8.67M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.