Security record · archived quarter
IEZ
name pending profile ingest
33Tracked holders
+4Δ holders
5.38MShares held
$155.48MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +13.8% ·
share flow +30.0% ·
net new positions +12.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +5 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 1.07M | +4776.9% | $31.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Royal Bank Of Canada | 519.35K | +792.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 500.51K | +162.0% | $14.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 426.36K | +1381.0% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 405.12K | +12300.2% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 224.87K | +711.9% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 176.65K | +52.4% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 174.95K | -2.6% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 122.76K | +41.5% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 111.44K | +47.9% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 108.41K | New | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 86.45K | +17.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Marshall Wace ✦ | 75.88K | New | $2.20M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 61.70K | +29.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 49.70K | +92.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 39.73K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 39.34K | -4.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 32.09K | New | $929,150 | 0.0% | New | 1 | SEC ↗ |
| 20 | Amundi | 30.24K | New | $875,361 | 0.0% | New | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 26.60K | +2.4% | $770,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 26.24K | New | $759,677 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 16.70K | +184.9% | $497,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 15.86K | -21.1% | $291,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 8.41K | -20.0% | $243,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 8.32K | -85.7% | $239,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 2.30K | 0.0% | $66,585 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 1.58K | 0.0% | $45,625 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.20K | +1.3% | $34,608 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Cwm, Llc | 598 | +27.8% | $17,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Blair William & Co/Il | 323 | +1304.3% | $9,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Allspring Global Investments… | 87 | 0.0% | $2,483 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 48 | -100.0% | $1,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $3.14M | 0.0% |
| Marshall Wace | $2.20M | 0.0% |
| Citadel Advisors | $1.15M | 0.0% |
| Mariner, LLC | $929,150 | 0.0% |
| Amundi | $875,361 | 0.0% |
| Cetera Investment Advisers | $759,677 | 0.0% |
Exited
| Group One Trading Llc | $15,277 | was 0.0% |
| Qube Research & Technologies… | $5,113 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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