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Security record

IDRV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
29Tracked holders
+4Δ holders
741.01KShares held
$28.20MReported value
+5New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.0% · share flow +6.4% · net new positions +13.8%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 29 +4 741.01K $28.20M +5 −1
Q1 2026 26 +1 696.92K $26.84M +2 −1
Q4 2025 25 0 1.09M $41.40M
Q3 2025 4 0 245.22K $8.99M
Q2 2025 2 0 106.01K $3.24M
Q1 2025 1 0 196.02K $5.73M
Q4 2024 1 +1 185.80K $5.43M +1
Q2 2024 2 89.80K $2.56M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
2 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
3 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
4 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
5 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
6 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
7 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
8 Pnc Financial Services Group, Inc. 188.57K -2.0% $7.18M 0.0% ▼ Trim 3 SEC ↗
9 Morgan Stanley 151.79K +8.9% $5.78M 0.0% ▲ Add 4 SEC ↗
10 Morgan Stanley 151.79K +8.9% $5.78M 0.0% ▲ Add 4 SEC ↗
11 Bank Of America Corp /De/ 69.42K -7.9% $2.65M 0.0% ▼ Trim 3 SEC ↗
12 Bank Of America Corp /De/ 69.42K -7.9% $2.65M 0.0% ▼ Trim 3 SEC ↗
13 Bank Of America Corp /De/ 69.42K -7.9% $2.65M 0.0% ▼ Trim 3 SEC ↗
14 Susquehanna International Group, Llp 68.33K -0.2% $2.60M 0.0% ▼ Trim 3 SEC ↗
15 LPL Financial LLC 51.76K -0.3% $1.97M 0.0% ▼ Trim 3 SEC ↗
16 Goldman Sachs Group 30.61K New $1.17M 0.0% New 1 SEC ↗
17 Wells Fargo & Company/Mn 28.21K +243.8% $1.07M 0.0% ▲ Add 3 SEC ↗
18 Wells Fargo & Company/Mn 28.21K +243.8% $1.07M 0.0% ▲ Add 3 SEC ↗
19 Commonwealth Equity Services, Llc 20.49K -4.2% $780,601 0.0% ▼ Trim 3 SEC ↗
20 Jane Street Group, Llc 19.78K +7.0% $753,542 0.0% ▲ Add 3 SEC ↗
21 Ameriprise Financial Inc 17.16K +11.3% $653,768 0.0% ▲ Add 3 SEC ↗
22 Jones Financial Companies Lllp 13.09K +8.3% $483,000 0.0% ▲ Add 3 SEC ↗
23 Cetera Investment Advisers 12.64K -29.4% $481,455 0.0% ▼ Trim 3 SEC ↗
24 Wealthfront Advisers LLC 12.63K -1.6% $481,279 0.0% ▼ Trim 3 SEC ↗
25 UBS Group AG 11.30K +15.7% $430,454 0.0% ▲ Add 3 SEC ↗
26 UBS Group AG 11.30K +15.7% $430,454 0.0% ▲ Add 3 SEC ↗
27 UBS Group AG 11.30K +15.7% $430,454 0.0% ▲ Add 3 SEC ↗
28 Royal Bank Of Canada 10.63K -1.4% $406,000 0.0% ▼ Trim 3 SEC ↗
29 Royal Bank Of Canada 10.63K -1.4% $406,000 0.0% ▼ Trim 3 SEC ↗
30 Royal Bank Of Canada 10.63K -1.4% $406,000 0.0% ▼ Trim 3 SEC ↗
31 Wealth Enhancement Advisory… 10.76K -6.4% $396,558 0.0% ▼ Trim 2 SEC ↗
32 Creative Planning 6.31K -0.3% $240,501 0.0% ▼ Trim 3 SEC ↗
33 Raymond James Financial Inc 5.78K New $220,324 0.0% New 1 SEC ↗
34 Raymond James Financial Inc 5.78K New $220,324 0.0% New 1 SEC ↗
35 Osaic Holdings, Inc. 5.53K -1.8% $210,884 0.0% ▼ Trim 3 SEC ↗
36 Osaic Holdings, Inc. 5.53K -1.8% $210,884 0.0% ▼ Trim 3 SEC ↗
37 Northwestern Mutual Wealth… 2.25K +118.6% $85,805 0.0% ▲ Add 3 SEC ↗
38 Allspring Global Investments… 2.27K New $85,783 0.0% New 1 SEC ↗
39 Bank Of Montreal /Can/ 740 0.0% $28,194 0.0% Held 3 SEC ↗
40 Bank Of Montreal /Can/ 740 0.0% $28,194 0.0% Held 3 SEC ↗
41 Fidelity (FMR) 382 +57.9% $14,553 0.0% ▲ Add 5 SEC ↗
42 Fifth Third Bancorp 282 -20.3% $10,744 0.0% ▼ Trim 2 SEC ↗
43 Rockefeller Capital Management L.P. 149 -61.9% $5,697 0.0% ▼ Trim 3 SEC ↗
44 Lazard Asset Management Llc 87 New $3,326 0.0% New 1 SEC ↗
45 JPMorgan Chase 45 0.0% $1,712 0.0% Held 4 SEC ↗
46 JPMorgan Chase 45 0.0% $1,712 0.0% Held 4 SEC ↗
47 Simplex Trading, Llc 22 New $838 0.0% New 1 SEC ↗
48 Russell Investments Group, Ltd. 3 -97.9% $114 0.0% ▼ Trim 3 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 $1.17M 0.0%
Raymond James Financial Inc $220,324 0.0%
Raymond James Financial Inc $220,324 0.0%
Allspring Global Investments… $85,783 0.0%
Lazard Asset Management Llc $3,326 0.0%
Simplex Trading, Llc $838 0.0%

Exited

Citadel Advisors $604,767 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 991.36K shares, $37.06M 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 · Get this via the API