IBOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -30.0% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 8.22K | $534,318 | n/a | n/a |
| Q2 2026 | 13 | +7 | 78.73K | $5.40M | +8 | −1 |
| Q1 2026 | 6 | +3 | 112.76K | $5.99M | +3 | n/a |
| Q4 2025 | 3 | -1 | 58.95K | $3.10M | n/a | −1 |
| Q3 2025 | 2 | 0 | 13.26K | $662,083 | n/a | n/a |
| Q2 2025 | 1 | 0 | 32.99K | $1.52M | n/a | n/a |
| Q1 2025 | 1 | 0 | 108.42K | $4.26M | n/a | n/a |
| Q4 2024 | 1 | +1 | 51.43K | $2.11M | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 21.35K | -77.1% | $1.47M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 15.06K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 8.68K | New | $597,006 | 0.0% | New | 1 | SEC ↗ |
| 4 | Tidal Investments LLC | 8.63K | +16.0% | $593,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 5.34K | +25.0% | $367,497 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 5.23K | New | $359,810 | 0.0% | New | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 5.14K | New | $339,946 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 4.49K | New | $308,653 | 0.0% | New | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 3.73K | New | $256,720 | 0.0% | New | 1 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 592 | +14.5% | $40,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 192 | New | $13,204 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 165 | New | $11,347 | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 127 | +217.5% | $8,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $1.04M | 0.0% |
| LPL Financial LLC | $597,006 | 0.0% |
| Commonwealth Equity Services… | $359,810 | 0.0% |
| Wealth Enhancement Advisory… | $339,946 | 0.0% |
| Cetera Investment Advisers | $308,653 | 0.0% |
| Focus Partners Wealth | $256,720 | 0.0% |
| Morgan Stanley | $13,204 | 0.0% |
| Fidelity (FMR) | $11,347 | 0.0% |
Exited
| Jane Street Group, Llc | $376,003 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 335.64K shares, $12.18M 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.