Security record
IFGL
name pending profile ingest
23Tracked holders
0Δ holders
730.53KShares held
$16.29MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 185.11K | +4.4% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 127.97K | -0.4% | $2.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | Cerity Partners LLC | 98.07K | -5.4% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 46.22K | +3.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 45.05K | +11.2% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 40.07K | +154.4% | $893,536 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 32.94K | -54.1% | $734,569 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Wealthfront Advisers LLC | 26.64K | -48.8% | $594,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 20.11K | -16.9% | $448,520 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Creative Planning | 18.53K | +15.6% | $413,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 17.01K | -2.9% | $379,348 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 16.90K | -3.8% | $376,870 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 16.14K | -58.4% | $359,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 13.61K | 0.0% | $303,535 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 9.52K | +3.0% | $212,186 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 9.28K | +99.3% | $208,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 4.35K | +5.6% | $96,983 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Blair William & Co/Il | 923 | 0.0% | $20,583 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Citigroup Inc | 882 | 0.0% | $19,669 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 563 | -17.3% | $12,560 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Fifth Third Bancorp | 446 | 0.0% | $9,946 | 0.0% | Held | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 172 | +212.7% | $3,859 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank Of Montreal /Can/ | 25 | New | $558 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank Of Montreal /Can/ | $558 | 0.0% |
Exited
| Cetera Investment Advisers | $299,384 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 2.73M shares, $30.05M 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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