Security record · archived quarter
IGPT
name pending profile ingest
40Tracked holders
+2Δ holders
2.91MShares held
$173.38MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +3.9% ·
net new positions +5.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 10.10K | $1.01M | n/a | −1 |
| Q2 2026 | 44 | +4 | 3.30M | $342.88M | +6 | −3 |
| Q1 2026 | 42 | +1 | 3.17M | $184.22M | +3 | −2 |
| Q4 2025 | 40 | +2 | 2.91M | $173.38M | +2 | n/a |
| Q3 2025 | 4 | +1 | 399.70K | $21.60M | +1 | n/a |
| Q2 2025 | 1 | -2 | 3.45K | $169,513 | n/a | −2 |
| Q1 2025 | 2 | +1 | 26.26K | $1.06M | +1 | n/a |
| Q4 2024 | 1 | 0 | 11.25K | $508,973 | n/a | n/a |
| Q3 2024 | 1 | +1 | 70.13K | $3.19M | +1 | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 642.31K | n/a | $38.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 449.08K | n/a | $26.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 412.20K | +17.2% | $24.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 304.27K | n/a | $18.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 144.56K | n/a | $8.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 133.19K | n/a | $7.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 119.03K | n/a | $7.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Jones Financial Companies Lllp | 96.49K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 90.81K | n/a | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 82.72K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 80.67K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 52.70K | +22.6% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 52.38K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 39.55K | New | $2.35M | 0.0% | New | 1 | SEC ↗ |
| 15 | Hsbc Holdings Plc | 27.20K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 25.42K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 21.73K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 18.55K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 18.16K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 11.62K | n/a | $691,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mml Investors Services, Llc | 11.20K | n/a | $666,208 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 10.56K | n/a | $628,182 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 10.34K | n/a | $614,929 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 9.23K | n/a | $548,908 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 9.10K | n/a | $540,998 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 8.93K | n/a | $530,829 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 5.69K | n/a | $338,146 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 5.53K | n/a | $328,673 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 4.90K | n/a | $291,195 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 4.13K | n/a | $245,745 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.63K | +15.4% | $215,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 2.77K | n/a | $164,833 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Bank Of Montreal /Can/ | 1.75K | n/a | $104,075 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | Cwm, Llc | 1.73K | n/a | $103,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 899 | -50.0% | $53,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 575 | n/a | $34,195 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 300 | n/a | $17,841 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 157 | n/a | $9,337 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 92 | New | $5,471 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 50 | n/a | $2,974 | 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
| Citadel Advisors | $2.35M | 0.0% |
| BlackRock | $5,471 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 4.44M shares, $249.58M 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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