Security record · archived quarter
IAPR
name pending profile ingest
18Tracked holders
0Δ holders
912.74KShares held
$28.15MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 250.31K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 124.17K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Focus Partners Wealth | 95.39K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 80.55K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 76.14K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 73.27K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 60.91K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 59.76K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 30.72K | n/a | $947,281 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 28.43K | n/a | $876,658 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 20.80K | n/a | $641,472 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 10.12K | n/a | $312,255 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 900 | n/a | $28,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 500 | n/a | $15,420 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 269 | n/a | $8,296 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 200 | 0.0% | $6,168 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 167 | n/a | $5,150 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 137 | -99.6% | $4,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 4.26M shares, $130.14M 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: Q4 2025 ·
Methodology ·
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