WIW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow -1.0% ·
net new positions +4.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +1 | 13.85M | $116.33M | +1 | −1 |
| Q1 2026 | 27 | +3 | 15.31M | $129.48M | +5 | −2 |
| Q4 2025 | 24 | +1 | 15.17M | $130.28M | +1 | n/a |
| Q3 2025 | 1 | n/a | 7.41M | $65.85M | n/a | n/a |
| Q1 2025 | 1 | -1 | 34.19K | $300,530 | n/a | −1 |
| Q4 2024 | 2 | 0 | 69.22K | $572,425 | n/a | n/a |
| Q3 2024 | 2 | +1 | 131.04K | $1.16M | +1 | n/a |
| Q2 2024 | 1 | n/a | 15.05K | $128,041 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.24M | -2.3% | $62.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | Wells Fargo & Company/Mn | 1.42M | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 1.08M | n/a | $9.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 929.73K | n/a | $7.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 751.63K | n/a | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 738.46K | n/a | $6.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 556.27K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 491.55K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Capstone Investment Advisors, Llc | 462.75K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | First Trust Advisors Lp | 322.00K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 286.15K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 267.64K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 188.03K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 92.02K | n/a | $790,425 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Royal Bank Of Canada | 86.40K | n/a | $742,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 71.67K | n/a | $615,641 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 56.12K | n/a | $482,051 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 49.32K | n/a | $423,667 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 23.48K | n/a | $201,665 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 18.62K | n/a | $159,932 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 18.36K | n/a | $157,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 17.82K | New | $153,065 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 6.54K | n/a | $56,222 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.74K | n/a | $15,000 | 0.0% | n/c | 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 | $153,065 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 23.11M shares, $194.63M 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.