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Security record · archived quarter

IGEB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
32Tracked holders
0Δ holders
13.37MShares held
$610.43MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 -1 13.79M $621.96M +3 −5
Q1 2026 33 +1 12.59M $567.38M +5 −4
Q4 2025 32 0 13.37M $610.43M — —
Q3 2025 5 -1 1.61M $74.28M — −1
Q2 2025 3 0 723.66K $32.88M — —
Q1 2025 1 0 28.14K $1.27M — —
Q4 2024 1 +1 602.01K $26.71M +1 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 3.22M — $147.01M 0.0% n/c 1 SEC ↗
2 LPL Financial LLC 2.42M — $110.62M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 1.06M — $48.24M 0.0% n/c 1 SEC ↗ ×2
4 Mml Investors Services, Llc 864.12K — $39.46M 0.1% n/c 1 SEC ↗
5 Ameriprise Financial Inc 824.92K — $37.67M 0.0% n/c 1 SEC ↗ ×2
6 Cwm, Llc 790.13K — $36.08M 0.1% n/c 1 SEC ↗
7 Morgan Stanley ✦ 786.56K +33.2% $35.91M 0.0% ▲ Add 2 SEC ↗ ×3
8 BlackRock ✦ (passive) 589.28K -4.3% $26.91M 0.0% ▼ Trim 3 SEC ↗ ×2
9 Royal Bank Of Canada 524.34K — $23.94M 0.0% n/c 1 SEC ↗ ×2
10 Cetera Investment Advisers 505.29K — $23.07M 0.0% n/c 1 SEC ↗
11 UBS Group AG 465.85K — $21.27M 0.0% n/c 1 SEC ↗ ×2
12 JPMorgan Chase ✦ 247.27K -37.9% $11.29M 0.0% ▼ Trim 2 SEC ↗ ×4
13 Bank of New York Mellon Corp 216.87K — $9.90M 0.0% n/c 1 SEC ↗ ×2
14 Commonwealth Equity Services, Llc 172.66K — $7.88M 0.0% n/c 1 SEC ↗
15 Assetmark, Inc 161.32K — $7.37M 0.0% n/c 1 SEC ↗
16 Stifel Financial Corp 160.76K — $7.34M 0.0% n/c 1 SEC ↗
17 Raymond James Financial Inc 96.93K — $4.43M 0.0% n/c 1 SEC ↗ ×2
18 Osaic Holdings, Inc. 83.04K — $3.79M 0.0% n/c 1 SEC ↗ ×3
19 Rockefeller Capital Management L.P. 47.68K — $2.18M 0.0% n/c 1 SEC ↗
20 Jane Street Group, Llc 37.81K — $1.73M 0.0% n/c 1 SEC ↗
21 Susquehanna International Group, Llp 33.32K — $1.52M 0.0% n/c 1 SEC ↗
22 National Bank Of Canada /Fi/ 22.28K — $1.02M 0.0% n/c 1 SEC ↗ ×2
23 Pnc Financial Services Group, Inc. 8.21K — $374,772 0.0% n/c 1 SEC ↗
24 Focus Partners Wealth 7.58K — $346,058 0.0% n/c 1 SEC ↗
25 Mercer Global Advisors Inc /Adv 7.51K — $343,105 0.0% n/c 1 SEC ↗
26 Goldman Sachs Group ✦ 7.28K 0.0% $332,248 0.0% Held 2 SEC ↗
27 Mariner, LLC 4.93K — $225,237 0.0% n/c 1 SEC ↗
28 Wells Fargo & Company/Mn 2.04K — $93,146 0.0% n/c 1 SEC ↗
29 Fidelity (FMR) ✦ 1.20K +24.2% $54,871 0.0% ▲ Add 3 SEC ↗
30 Us Bancorp \De\ 925 — $42,236 0.0% n/c 1 SEC ↗
31 Northwestern Mutual Wealth… 71 — $3,242 0.0% n/c 1 SEC ↗
32 TD Waterhouse Canada Inc. 14 — $639 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 26.63M shares, $1.10B 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 · Get this via the API