Security record
IGD
name pending profile ingest
27Tracked holders
+3Δ holders
11.22MShares held
$68.91MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow 0.0% ·
net new positions +11.1%
— 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 | 27 | +3 | 11.22M | $68.91M | +4 | −1 |
| Q1 2026 | 25 | +3 | 11.22M | $63.97M | +4 | −1 |
| Q4 2025 | 22 | 0 | 10.91M | $62.46M | — | — |
| Q3 2025 | 2 | -1 | 2.59M | $15.35M | — | −1 |
| Q2 2025 | 1 | 0 | 11.14K | $64,618 | — | — |
| Q1 2025 | 1 | +1 | 58.18K | $335,710 | +1 | — |
| Q2 2024 | 1 | — | 14.69K | $75,517 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.72M | +4.4% | $16.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 2.69M | -6.1% | $16.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.37M | +1.9% | $14.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.37M | +1.9% | $14.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.37M | +1.9% | $14.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.37M | +1.9% | $14.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Invesco Ltd. | 954.14K | -21.3% | $5.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 954.14K | -21.3% | $5.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 469.88K | +36.6% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 469.88K | +36.6% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 409.97K | -0.5% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 409.97K | -0.5% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 325.99K | -6.0% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 325.99K | -6.0% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 219.96K | +2.5% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Lido Advisors, LLC | 209.75K | 0.0% | $1.29M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Mariner, LLC | 181.47K | +239.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 165.44K | +0.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 165.44K | +0.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 134.51K | +2.3% | $825,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 134.51K | +2.3% | $825,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 131.23K | +274.9% | $805,758 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 131.23K | +274.9% | $805,758 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 84.01K | +2.2% | $515,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 58.28K | -2.8% | $357,840 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Millennium Management ✦ | 26.66K | -73.6% | $163,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 21.52K | New | $132,133 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 17.16K | +8.2% | $105,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 16.18K | 0.0% | $99,343 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 10.08K | New | $61,903 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 4.17K | New | $25,635 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 4.00K | New | $24,560 | 0.0% | New | 1 | SEC ↗ |
| 33 | Citigroup Inc | 3.71K | +2.5% | $22,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.10K | 0.0% | $6,766 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 789 | -61.3% | $4,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 10 | 0.0% | $61 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1 | 0.0% | $6 | 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
| Citadel Advisors | $132,133 | 0.0% |
| Goldman Sachs Group | $61,903 | 0.0% |
| Rockefeller Capital… | $25,635 | 0.0% |
| Northwestern Mutual Wealth… | $24,560 | 0.0% |
Exited
| Hrt Financial Lp | $155,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 17.65M shares, $97.81M 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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