Security record · archived quarter
IGI
name pending profile ingest
12Tracked holders
0Δ holders
666.67KShares held
$11.00MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 307.84K | n/a | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 117.58K | +0.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 91.82K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 75.89K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 24.91K | n/a | $410,938 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 17.02K | n/a | $280,765 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 16.53K | n/a | $272,755 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 7.13K | n/a | $118,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 3.76K | n/a | $62,024 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 2.98K | n/a | $49,163 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.21K | n/a | $19,998 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citigroup Inc | 1 | n/a | $17 | 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): 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: Q4 2025 ·
Methodology ·
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