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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 31 -1 13.80M $622.62M +3 −4
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 ↗
4 Bank Of America Corp /De/ 1.06M $48.24M 0.0% n/c 1 SEC ↗
5 Mml Investors Services, Llc 864.12K $39.46M 0.1% n/c 1 SEC ↗
6 Ameriprise Financial Inc 824.92K $37.67M 0.0% n/c 1 SEC ↗
7 Ameriprise Financial Inc 824.92K $37.67M 0.0% n/c 1 SEC ↗
8 Cwm, Llc 790.13K $36.08M 0.1% n/c 1 SEC ↗
9 Morgan Stanley 786.56K +33.2% $35.91M 0.0% ▲ Add 2 SEC ↗
10 Morgan Stanley 786.56K +33.2% $35.91M 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley 786.56K +33.2% $35.91M 0.0% ▲ Add 2 SEC ↗
12 BlackRock (passive) 589.28K -4.3% $26.91M 0.0% ▼ Trim 3 SEC ↗
13 BlackRock (passive) 589.28K -4.3% $26.91M 0.0% ▼ Trim 3 SEC ↗
14 Royal Bank Of Canada 524.34K $23.94M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 524.34K $23.94M 0.0% n/c 1 SEC ↗
16 Cetera Investment Advisers 505.29K $23.07M 0.0% n/c 1 SEC ↗
17 UBS Group AG 465.85K $21.27M 0.0% n/c 1 SEC ↗
18 UBS Group AG 465.85K $21.27M 0.0% n/c 1 SEC ↗
19 JPMorgan Chase 247.27K -37.9% $11.29M 0.0% ▼ Trim 2 SEC ↗
20 JPMorgan Chase 247.27K -37.9% $11.29M 0.0% ▼ Trim 2 SEC ↗
21 JPMorgan Chase 247.27K -37.9% $11.29M 0.0% ▼ Trim 2 SEC ↗
22 JPMorgan Chase 247.27K -37.9% $11.29M 0.0% ▼ Trim 2 SEC ↗
23 Bank of New York Mellon Corp 216.87K $9.90M 0.0% n/c 1 SEC ↗
24 Bank of New York Mellon Corp 216.87K $9.90M 0.0% n/c 1 SEC ↗
25 Commonwealth Equity Services, Llc 172.66K $7.88M 0.0% n/c 1 SEC ↗
26 Assetmark, Inc 161.32K $7.37M 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 160.76K $7.34M 0.0% n/c 1 SEC ↗
28 Raymond James Financial Inc 96.93K $4.43M 0.0% n/c 1 SEC ↗
29 Raymond James Financial Inc 96.93K $4.43M 0.0% n/c 1 SEC ↗
30 Osaic Holdings, Inc. 83.04K $3.79M 0.0% n/c 1 SEC ↗
31 Osaic Holdings, Inc. 83.04K $3.79M 0.0% n/c 1 SEC ↗
32 Osaic Holdings, Inc. 83.04K $3.79M 0.0% n/c 1 SEC ↗
33 Rockefeller Capital Management L.P. 47.68K $2.18M 0.0% n/c 1 SEC ↗
34 Jane Street Group, Llc 37.81K $1.73M 0.0% n/c 1 SEC ↗
35 Susquehanna International Group, Llp 33.32K $1.52M 0.0% n/c 1 SEC ↗
36 National Bank Of Canada /Fi/ 22.28K $1.02M 0.0% n/c 1 SEC ↗
37 National Bank Of Canada /Fi/ 22.28K $1.02M 0.0% n/c 1 SEC ↗
38 Pnc Financial Services Group, Inc. 8.21K $374,772 0.0% n/c 1 SEC ↗
39 Focus Partners Wealth 7.58K $346,058 0.0% n/c 1 SEC ↗
40 Mercer Global Advisors Inc /Adv 7.51K $343,105 0.0% n/c 1 SEC ↗
41 Goldman Sachs Group 7.28K 0.0% $332,248 0.0% Held 2 SEC ↗
42 Mariner, LLC 4.93K $225,237 0.0% n/c 1 SEC ↗
43 Wells Fargo & Company/Mn 2.04K $93,146 0.0% n/c 1 SEC ↗
44 Fidelity (FMR) 1.20K +24.2% $54,871 0.0% ▲ Add 3 SEC ↗
45 Us Bancorp \De\ 925 $42,236 0.0% n/c 1 SEC ↗
46 Northwestern Mutual Wealth… 71 $3,242 0.0% n/c 1 SEC ↗
47 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