Security record · archived quarter
IDUB
name pending profile ingest
7Tracked holders
0Δ holders
1.83MShares held
$50.28MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.2% · 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 | 7 | 0 | 1.83M | $50.28M | +2 | −2 |
| Q1 2026 | 7 | 0 | 1.74M | $42.88M | +2 | −2 |
| Q4 2025 | 7 | +2 | 117.90K | $2.87M | +2 | — |
| Q3 2025 | 1 | — | 17 | $411 | — | — |
| Q1 2025 | 1 | +1 | 20.71K | $432,160 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.76M | +5.5% | $48.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 35.41K | +5.9% | $973,101 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 21.83K | -2.6% | $599,935 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 6.01K | +74975.0% | $164,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 6.01K | +74975.0% | $164,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Assetmark, Inc | 1.05K | New | $28,969 | 0.0% | New | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 23 | New | $632 | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1 | 0.0% | $37 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Assetmark, Inc | $28,969 | 0.0% |
| Wells Fargo & Company/Mn | $632 | 0.0% |
Exited
| Jane Street Group, Llc | $230,245 | was 0.0% |
| UBS Group AG | $4,219 | 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: Q2 2026 ·
Methodology ·
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