OIA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +0.9% ·
net new positions +7.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 859.96K | -12.8% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 744.08K | +13.9% | $4.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 570.68K | +1.5% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 421.69K | +3.8% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 296.02K | +6.4% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 270.62K | +30.5% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 247.40K | +0.4% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 223.60K | +11.2% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 162.15K | +7.4% | $995,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 142.74K | +4.3% | $876,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 137.19K | -23.3% | $842,338 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 96.51K | +8.4% | $592,588 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 70.34K | -6.0% | $431,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Invesco Ltd. | 63.86K | New | $392,088 | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 55.89K | +1.4% | $343,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 41.96K | +0.6% | $257,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 37.98K | -2.1% | $233,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 37.75K | +0.4% | $232,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 19.17K | +0.1% | $117,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 16.02K | -11.0% | $98,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Nuveen, LLC | 15.97K | 0.0% | $98,050 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Mariner, LLC | 15.28K | 0.0% | $93,789 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fisher Asset Management ✦ | 12.85K | New | $78,927 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 12.58K | New | $77,247 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 3.66K | 0.0% | $22,472 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.27K | New | $7,662 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.15K | New | $6,991 | 0.0% | New | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 1 | New | $5 | 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
| Invesco Ltd. | $392,088 | 0.0% |
| Fisher Asset Management | $78,927 | 0.0% |
| Citadel Advisors | $77,247 | 0.0% |
| Jones Financial Companies Lllp | $7,662 | 0.0% |
| JPMorgan Chase | $6,991 | 0.0% |
| BlackRock | $5 | 0.0% |
Exited
| Jane Street Group, Llc | $429,078 | was 0.0% |
| Susquehanna International… | $111,852 | was 0.0% |
| Nomura Holdings Inc | $97,663 | was 0.0% |
| Hrt Financial Lp | $83,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 8.10M shares, $46.71M 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.