IBIG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -6.0% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | +4 | 1.00M | $26.29M | +5 | −1 |
| Q1 2026 | 9 | +2 | 400.09K | $10.51M | +3 | −1 |
| Q4 2025 | 7 | -1 | 213.52K | $5.56M | n/a | −1 |
| Q3 2025 | 3 | 0 | 142.77K | $3.81M | n/a | n/a |
| Q2 2025 | 2 | 0 | 114.88K | $3.04M | n/a | n/a |
| Q1 2025 | 1 | 0 | 24.68K | $651,578 | n/a | n/a |
| Q4 2024 | 1 | 0 | 34.64K | $876,096 | n/a | n/a |
| Q3 2024 | 1 | 0 | 31.11K | $818,583 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.09K | $208,554 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 80.97K | +16.6% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 48.27K | 0.0% | $1.26M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 34.23K | n/a | $891,561 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 14.80K | n/a | $385,668 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 13.78K | n/a | $359,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Creative Planning | 11.83K | n/a | $308,057 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 9.64K | n/a | $251,111 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $667,667 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 2.48M shares, $63.94M 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.