WIA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.4% ·
share flow -8.9% ·
net new positions +17.6%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 485.56K | +4.0% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 163.97K | -7.2% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 111.79K | +3.0% | $903,247 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 95.65K | -0.4% | $772,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 91.96K | -52.5% | $743,076 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | UBS Group AG | 43.65K | -32.6% | $352,684 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 35.93K | 0.0% | $290,307 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 8 | Capstone Investment Advisors, Llc | 33.55K | 0.0% | $271,068 | 0.0% | Held | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 33.42K | -4.4% | $269,999 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 29.23K | -34.3% | $236,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 16.45K | +59.6% | $132,942 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 13.78K | New | $111,302 | 0.0% | New | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 11.48K | -13.8% | $92,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.87K | +6.9% | $31,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 750 | New | $6,060 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 108 | New | $873 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 71 | New | $574 | 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
| Susquehanna International… | $111,302 | 0.0% |
| Cwm, Llc | $6,060 | 0.0% |
| Fifth Third Bancorp | $873 | 0.0% |
| Rockefeller Capital… | $574 | 0.0% |
Exited
| Northwestern Mutual Wealth… | $25,232 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 11.66M shares, $94.18M 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.