Security record · archived quarter
IEZ
name pending profile ingest
35Tracked holders
+3Δ holders
2.87MShares held
$77.30MReported value
+8New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +9.4% ·
share flow -30.0% ·
net new positions +8.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 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 | — | — |
| Q3 2025 | 4 | -1 | 502.04K | $9.68M | — | −1 |
| Q2 2025 | 2 | 0 | 61.22K | $1.04M | — | — |
| Q1 2025 | 1 | 0 | 15.57K | $303,674 | — | — |
| Q4 2024 | 1 | -1 | 13.76K | $272,665 | — | −1 |
| Q3 2024 | 2 | 0 | 60.04K | $1.21M | — | — |
| Q2 2024 | 2 | — | 32.16K | $716,314 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 825.00K | -18.3% | $22.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 825.00K | -18.3% | $22.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 825.00K | -18.3% | $22.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 294.73K | +140.1% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 228.01K | -46.5% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 228.01K | -46.5% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 219.92K | -56.1% | $5.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 219.92K | -56.1% | $5.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 188.49K | -63.7% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 188.49K | -63.7% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 177.30K | New | $4.77M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 172.23K | -1.6% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 144.81K | New | $3.90M | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 129.59K | -42.4% | $3.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 129.59K | -42.4% | $3.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 129.59K | -42.4% | $3.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 100.94K | +279.5% | $2.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Hrt Financial Lp | 49.52K | New | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 46.43K | +18.0% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 46.43K | +18.0% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 44.38K | -28.1% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 41.85K | -15.8% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 41.85K | -15.8% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 32.19K | +92.7% | $875,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 30.00K | -97.2% | $807,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 26.81K | -84.8% | $721,027 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 21.52K | -75.1% | $578,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Raymond James Financial Inc | 21.52K | -75.1% | $578,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 20.42K | New | $549,352 | 0.0% | New | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 15.86K | 0.0% | $426,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 14.62K | -86.9% | $393,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 13.32K | -66.5% | $358,281 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 9.86K | -97.6% | $265,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 9.86K | -97.6% | $265,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 8.72K | +4.7% | $235,185 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 8.72K | +4.7% | $235,185 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 8.31K | -1.2% | $223,543 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 2.30K | 0.0% | $61,870 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Citigroup Inc | 1.80K | New | $48,312 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.58K | 0.0% | $42,394 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.45K | +20.9% | $38,878 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Simplex Trading, Llc | 363 | New | $9,764 | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 323 | 0.0% | $8,689 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 217 | New | $5,839 | 0.0% | New | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 148 | New | $3,981 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 137 | +185.4% | $3,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Allspring Global Investments… | 87 | 0.0% | $2,265 | 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
| Two Sigma Investments | $4.77M | 0.0% |
| D. E. Shaw & Co. | $3.90M | 0.0% |
| Hrt Financial Lp | $1.33M | 0.0% |
| Qube Research & Technologies… | $549,352 | 0.0% |
| Citigroup Inc | $48,312 | 0.0% |
| Simplex Trading, Llc | $9,764 | 0.0% |
| Fifth Third Bancorp | $5,839 | 0.0% |
| Pnc Financial Services Group… | $3,981 | 0.0% |
Exited
| HighTower Advisors, LLC | $3.14M | was 0.0% |
| Marshall Wace | $2.20M | was 0.0% |
| Mariner, LLC | $929,150 | was 0.0% |
| Amundi | $875,361 | was 0.0% |
| Cetera Investment Advisers | $759,677 | 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: Q2 2026 ·
Methodology ·
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