Security record · archived quarter
IGE
name pending profile ingest
38Tracked holders
-2Δ holders
4.52MShares held
$226.75MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -0.9% ·
net new positions -5.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | -2 | 4.25M | $238.83M | +4 | −7 |
| Q1 2026 | 46 | +8 | 4.76M | $299.29M | +9 | −1 |
| Q4 2025 | 38 | -2 | 4.52M | $226.75M | — | −2 |
| Q3 2025 | 8 | +3 | 1.20M | $58.89M | +3 | — |
| Q2 2025 | 2 | 0 | 39.83K | $1.76M | — | — |
| Q1 2025 | 1 | 0 | 43.62K | $1.98M | — | — |
| Q4 2024 | 1 | 0 | 8.21K | $350,642 | — | — |
| Q3 2024 | 1 | -1 | 24.71K | $1.09M | — | −1 |
| Q2 2024 | 2 | — | 103.74K | $4.56M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 984.34K | — | $49.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 816.64K | +1.3% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 491.20K | — | $24.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Goldman Sachs Group ✦ | 274.39K | -6.2% | $13.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 273.79K | — | $13.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 252.35K | — | $12.67M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 226.58K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 197.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 155.01K | — | $7.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Pnc Financial Services Group, Inc. | 134.85K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Bnp Paribas Financial Markets | 100.50K | — | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 76.50K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 66.04K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 56.03K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 50.12K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 32.12K | -51.3% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Truist Financial Corp | 30.90K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 30.14K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 29.98K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 29.91K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Commonwealth Equity Services, Llc | 27.27K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cibc World Market Inc. | 22.55K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 22.21K | +335.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 21.24K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 17.46K | — | $876,341 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jennison Associates Llc | 15.73K | — | $789,886 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 14.12K | — | $708,694 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 13.10K | — | $657,814 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 11.51K | — | $577,742 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 11.05K | — | $554,961 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 8.35K | — | $419,321 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 7.29K | +4.1% | $366,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citigroup Inc | 6.44K | — | $323,224 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 5.61K | +8.3% | $281,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.92K | — | $96,284 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Blair William & Co/Il | 1.64K | — | $82,259 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 321 | — | $16,149 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 40 | — | $2,008 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $647,166 | was 0.0% |
| D. E. Shaw & Co. | $269,738 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 171 holders, 8.03M shares, $497.58M 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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