IGHG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.5% ·
share flow -4.2% ·
net new positions -4.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 1.96M | $153.14M | +2 | −1 |
| Q1 2026 | 21 | 0 | 1.49M | $115.65M | +2 | −2 |
| Q4 2025 | 21 | -1 | 1.47M | $115.12M | — | −1 |
| Q3 2025 | 2 | +1 | 351.47K | $27.77M | +1 | — |
| Q2 2024 | 1 | — | 114.57K | $8.74M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 286.37K | -9.9% | $22.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 286.37K | -9.9% | $22.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 246.03K | — | $19.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 234.48K | — | $18.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 234.48K | — | $18.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 194.63K | — | $15.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 194.63K | — | $15.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 183.10K | — | $14.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 183.10K | — | $14.36M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 102.22K | — | $8.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 42.95K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 42.95K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 32.50K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 24.66K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 22.93K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 21.10K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 16.66K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 13.89K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 13.89K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 12.47K | — | $978,194 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 11.89K | — | $932,760 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 9.17K | — | $719,300 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 9.11K | — | $714,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 3.54K | — | $277,460 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 137 | — | $10,744 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 87 | — | $6,823 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 10 | — | $784 | 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 | $2.66M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 1.86M shares, $139.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.