Security record
IGI
name pending profile ingest
12Tracked holders
0Δ holders
652.31KShares held
$10.51MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 288.72K | -2.5% | $4.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 107.11K | -4.4% | $1.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 85.05K | -7.6% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 75.98K | -0.7% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 23.44K | +4.5% | $377,622 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 17.47K | -4.5% | $281,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 16.18K | -28.5% | $260,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 15.10K | -30.1% | $243,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 14.95K | +63.6% | $240,113 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 6.10K | -1.8% | $98,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 2.21K | 0.0% | $35,635 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Citigroup Inc | 1 | 0.0% | $16 | 0.0% | Held | 3 | 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): 25 holders, 2.59M shares, $27.50M 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: Q2 2026 ·
Methodology ·
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