Security record · archived quarter
IDUB
name pending profile ingest
7Tracked holders
0Δ holders
1.74MShares held
$42.88MReported 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 Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.67M | New | $41.27M | 0.0% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 33.44K | -43.5% | $824,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 22.42K | -6.9% | $553,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 9.33K | -57.8% | $230,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 171 | New | $4,219 | 0.0% | New | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 8 | 0.0% | $191 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1 | 0.0% | $42 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $41.27M | 0.0% |
| UBS Group AG | $4,219 | 0.0% |
Exited
| Citadel Advisors | $300,184 | was 0.0% |
| Rockefeller Capital… | $5,620 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 44 holders, 20.64M shares, $512.04M 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: Q1 2026 ·
Methodology ·
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