Security record · archived quarter
IAPR
name pending profile ingest
20Tracked holders
0Δ holders
1.18MShares held
$39.32MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
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 | 20 | 0 | 1.18M | $39.32M | +2 | −2 |
| Q1 2026 | 21 | +3 | 952.90K | $30.18M | +4 | −1 |
| Q4 2025 | 18 | 0 | 912.74K | $28.15M | — | — |
| Q3 2025 | 2 | — | 33.68K | $1.01M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 255.99K | +9.3% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Us Bancorp \De\ | 165.69K | New | $5.50M | 0.0% | New | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 131.98K | +9.7% | $4.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 122.39K | +64.9% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 101.26K | +54.8% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 101.26K | +54.8% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 101.26K | +54.8% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 76.66K | +0.3% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 76.66K | +0.3% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 75.29K | -21.2% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 66.92K | +10.2% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 38.21K | +19.4% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 33.19K | +5.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 32.99K | +139.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Creative Planning | 30.86K | +9.9% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 28.74K | -3.8% | $954,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 16.10K | +59.0% | $534,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 3.28K | 0.0% | $109,028 | 0.0% | Held | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 2.63K | 0.0% | $87,309 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 900 | 0.0% | $30,000 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 500 | 0.0% | $16,605 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Assetmark, Inc | 167 | 0.0% | $5,546 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 109 | New | $3,620 | 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
| Us Bancorp \De\ | $5.50M | 0.0% |
| Northwestern Mutual Wealth… | $3,620 | 0.0% |
Exited
| JPMorgan Chase | $201,631 | was 0.0% |
| Citadel Advisors | $201,073 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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