Security record · archived quarter
IAK
name pending profile ingest
38Tracked holders
+2Δ holders
816.76KShares held
$114.83MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +6.1% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +2 | 816.76K | $114.83M | +6 | −4 |
| Q1 2026 | 36 | -2 | 769.74K | $98.74M | +4 | −6 |
| Q4 2025 | 38 | +1 | 1.00M | $136.67M | +2 | −1 |
| Q3 2025 | 6 | 0 | 450.84K | $60.43M | — | — |
| Q2 2025 | 3 | 0 | 91.22K | $12.27M | +1 | −1 |
| Q1 2025 | 2 | 0 | 25.22K | $3.48M | +1 | −1 |
| Q4 2024 | 2 | -1 | 5.09K | $644,238 | — | −1 |
| Q3 2024 | 3 | +1 | 17.65K | $2.28M | +1 | — |
| Q2 2024 | 2 | — | 65.44K | $7.39M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 177.25K | +28.4% | $24.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 177.25K | +28.4% | $24.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 177.25K | +28.4% | $24.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 177.25K | +28.4% | $24.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 177.25K | +28.4% | $24.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 177.25K | +28.4% | $24.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 114.30K | +12.0% | $16.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 80.35K | -1.5% | $11.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 80.35K | -1.5% | $11.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 50.00K | New | $7.03M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 38.28K | +36.1% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 38.28K | +36.1% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 37.02K | +160.8% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 35.36K | +84.3% | $4.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 31.10K | -47.4% | $4.37M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Cetera Investment Advisers | 29.75K | +43.5% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 29.00K | New | $4.08M | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 28.70K | -0.3% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 28.70K | -0.3% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 26.89K | -16.5% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 20.52K | +0.4% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 16.44K | -62.0% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 15.37K | -66.7% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 15.37K | -66.7% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 13.22K | +24.3% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 12.04K | +19.1% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cibc World Market Inc. | 11.04K | +0.2% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 5.29K | -90.9% | $744,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 5.29K | -90.9% | $744,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 5.25K | -8.1% | $742,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 4.40K | New | $618,464 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 4.23K | 0.0% | $594,147 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 3.16K | +0.2% | $460,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.13K | +21.7% | $439,894 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.13K | +21.7% | $439,894 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 2.93K | +332.4% | $412,080 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 2.93K | +332.4% | $412,080 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 2.93K | +332.4% | $412,080 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 2.82K | +15.2% | $396,748 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jane Street Group, Llc | 2.56K | New | $360,255 | 0.0% | New | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 2.37K | -40.9% | $332,758 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Commonwealth Equity Services, Llc | 2.17K | -7.2% | $304,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Creative Planning | 2.13K | -0.1% | $299,015 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Lido Advisors, LLC | 2.01K | New | $282,013 | 0.0% | New | 1 | SEC ↗ |
| 45 | Focus Partners Wealth | 1.91K | +7.2% | $267,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 1.77K | New | $249,356 | 0.0% | New | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.61K | +3120.0% | $228,169 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.61K | +3120.0% | $228,169 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 995 | -2.5% | $139,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 986 | -0.6% | $138,593 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 407 | -7.5% | $57,155 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 22 | 0.0% | $3,118 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $7.03M | 0.0% |
| Millennium Management | $4.08M | 0.0% |
| Qube Research & Technologies… | $618,464 | 0.0% |
| Jane Street Group, Llc | $360,255 | 0.0% |
| Lido Advisors, LLC | $282,013 | 0.0% |
| Mml Investors Services, Llc | $249,356 | 0.0% |
Exited
| Mariner, LLC | $1.28M | was 0.0% |
| D. E. Shaw & Co. | $284,676 | was 0.0% |
| Wealthfront Advisers LLC | $214,886 | was 0.0% |
| Simplex Trading, Llc | $10,006 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 1.43M shares, $177.07M 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: Q2 2026 ·
Methodology ·
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