Security record · archived quarter
IEZ
name pending profile ingest
29Tracked holders
0Δ holders
1.76MShares held
$36.80MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +3 | 2.87M | $77.30M | +8 | −5 |
| Q1 2026 | 33 | +4 | 5.38M | $155.48M | +6 | −2 |
| Q4 2025 | 29 | 0 | 1.76M | $36.80M | n/a | n/a |
| Q3 2025 | 4 | -1 | 502.04K | $9.68M | n/a | −1 |
| Q2 2025 | 2 | 0 | 61.22K | $1.04M | n/a | n/a |
| Q1 2025 | 1 | 0 | 15.57K | $303,674 | n/a | n/a |
| Q4 2024 | 1 | -1 | 13.76K | $272,665 | n/a | −1 |
| Q3 2024 | 2 | 0 | 60.04K | $1.21M | n/a | n/a |
| Q2 2024 | 2 | n/a | 32.16K | $716,314 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 460.48K | +0.6% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bnp Paribas Financial Markets | 199.00K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 191.02K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 179.65K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 115.96K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 86.73K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 75.34K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 73.32K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 58.19K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 58.08K | +248.6% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 47.75K | n/a | $996,467 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 41.03K | n/a | $856,400 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 28.79K | n/a | $600,809 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 27.70K | n/a | $578,036 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 25.98K | 0.0% | $542,140 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 25.77K | n/a | $537,737 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 21.98K | n/a | $458,768 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 20.10K | n/a | $419,496 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 10.52K | n/a | $219,453 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 5.86K | n/a | $122,344 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 3.27K | n/a | $68,199 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 2.30K | n/a | $48,001 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 1.58K | n/a | $32,891 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.18K | -34.0% | $24,636 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Group One Trading Llc | 732 | n/a | $15,277 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 468 | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 245 | n/a | $5,113 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Allspring Global Investments… | 87 | n/a | $1,981 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 23 | n/a | $480 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 9.25M shares, $265.03M 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: Q4 2025 ·
Methodology ·
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