IGHG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +30.0% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | Raymond James Financial Inc | 365.22K | +2122.0% | $28.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 365.22K | +2122.0% | $28.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 350.16K | +5.3% | $27.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 350.16K | +5.3% | $27.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 282.80K | +11.0% | $22.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 282.80K | +11.0% | $22.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 221.46K | -7.7% | $17.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 220.77K | +17.1% | $17.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 220.77K | +17.1% | $17.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 153.82K | +8.6% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 153.82K | +8.6% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 109.33K | -0.1% | $8.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 45.79K | +16.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 45.79K | +16.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 31.40K | +32.4% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 31.16K | New | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 28.96K | +12.9% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 25.02K | +22.4% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 17.33K | +8.2% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 13.88K | +56.4% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 13.88K | +56.4% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 12.81K | +20.7% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 12.79K | +1.6% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 11.47K | 0.0% | $898,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 10.32K | +104.6% | $808,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 4.92K | -72.3% | $385,227 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 3.76K | +59.3% | $294,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.75K | New | $137,060 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 86 | +1.2% | $6,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 86 | +1.2% | $6,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Assetmark, Inc | $2.44M | 0.0% |
| JPMorgan Chase | $137,060 | 0.0% |
Exited
| Citadel Advisors | $939,841 | 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.