Security record · archived quarter
IGD
name pending profile ingest
22Tracked holders
0Δ holders
10.91MShares held
$62.46MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.84M | n/a | $16.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.50M | n/a | $14.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.29M | -11.4% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | Invesco Ltd. | 1.20M | n/a | $6.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 447.56K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 362.99K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 305.70K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Lido Advisors, LLC | 209.75K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 193.04K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 172.25K | n/a | $985,263 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 125.81K | n/a | $719,633 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 70.96K | n/a | $405,870 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 60.85K | n/a | $348,040 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 53.26K | n/a | $304,646 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 36.86K | n/a | $210,836 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 17.82K | n/a | $101,918 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 4.05K | n/a | $23,155 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 3.52K | n/a | $20,163 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 1.10K | n/a | $6,303 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 311 | n/a | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 89 | n/a | $509 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1 | -75.0% | $6 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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