Security record · archived quarter
IGPT
name pending profile ingest
42Tracked holders
+1Δ holders
3.17MShares held
$184.22MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +8.5% ·
net new positions +2.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 681.52K | +6.1% | $39.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 458.75K | +2.1% | $26.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 449.15K | +9.0% | $26.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 295.91K | -2.8% | $17.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 289.55K | +5812.8% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 153.75K | +6.4% | $8.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 117.16K | -1.6% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Jones Financial Companies Lllp | 116.90K | +21.2% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 111.09K | -16.6% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 93.83K | +16.3% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 73.95K | -10.6% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 43.21K | -52.4% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 41.53K | +630.3% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Corient Private Wealth LP | 32.01K | -38.9% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 20.51K | +12.9% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 20.17K | -49.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 19.26K | +3.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 15.27K | -39.9% | $886,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Hsbc Holdings Plc | 13.60K | -50.0% | $789,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 12.89K | +15.1% | $748,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 12.40K | +6.7% | $719,895 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Quantinno Capital Management LP | 10.56K | 0.0% | $613,330 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 10.52K | +15.6% | $610,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | CIBC Bancorp USA Inc. | 10.50K | n/a | $609,672 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 10.06K | -53.7% | $598,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 10.29K | -0.5% | $597,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 9.42K | +5.6% | $547,137 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 8.10K | +46.5% | $470,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 7.85K | +2517.3% | $455,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 5.10K | -90.3% | $296,126 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 4.13K | 0.0% | $239,935 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4.03K | +11.1% | $233,911 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Cerity Partners LLC | 3.97K | New | $230,357 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $101,615 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 35 | Cwm, Llc | 1.73K | 0.0% | $100,348 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1.43K | -48.6% | $82,797 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.18K | +30.8% | $65,256 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 575 | 0.0% | $33,387 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 546 | New | $31,703 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 320 | New | $18,580 | 0.0% | New | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 157 | 0.0% | $9,116 | 0.0% | Held | 2 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 50 | 0.0% | $2,904 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $230,357 | 0.0% |
| Assetmark, Inc | $31,703 | 0.0% |
| Us Bancorp \De\ | $18,580 | 0.0% |
Exited
| Susquehanna International… | $548,908 | was 0.0% |
| BlackRock | $5,471 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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