Security record · archived quarter
IGPT
name pending profile ingest
45Tracked holders
+4Δ holders
3.83MShares held
$397.97MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +9.8% ·
share flow +20.7% ·
net new positions +8.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +4 | 3.83M | $397.97M | +6 | −2 |
| Q1 2026 | 42 | +1 | 3.17M | $184.22M | +3 | −2 |
| Q4 2025 | 40 | +2 | 2.91M | $173.38M | +2 | — |
| Q3 2025 | 4 | +1 | 399.70K | $21.60M | +1 | — |
| Q2 2025 | 1 | -2 | 3.45K | $169,513 | — | −2 |
| Q1 2025 | 2 | +1 | 26.26K | $1.06M | +1 | — |
| Q4 2024 | 1 | 0 | 11.25K | $508,973 | — | — |
| Q3 2024 | 1 | +1 | 70.13K | $3.19M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 675.13K | -0.9% | $70.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 675.13K | -0.9% | $70.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 568.27K | +26.5% | $59.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 568.27K | +26.5% | $59.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 529.13K | +82.7% | $55.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 516.83K | +12.7% | $53.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 275.39K | -6.9% | $28.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 275.39K | -6.9% | $28.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 163.49K | +6.3% | $17.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 163.49K | +6.3% | $17.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 149.87K | +59.7% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 149.87K | +59.7% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 156.99K | +34.3% | $15.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 147.34K | New | $15.34M | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 129.97K | +17.0% | $13.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 129.97K | +17.0% | $13.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 129.97K | +17.0% | $13.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 101.15K | -13.7% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 101.15K | -13.7% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 79.32K | +7.3% | $8.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Marshall Wace ✦ | 47.36K | New | $4.93M | 0.0% | New | 1 | SEC ↗ |
| 22 | Marshall Wace ✦ | 47.36K | New | $4.93M | 0.0% | New | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 39.17K | +22.4% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 26.66K | +74.5% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 24.07K | +17.4% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 21.13K | +9.7% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 16.52K | +56.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 15.99K | +52.1% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 15.70K | +21.8% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hsbc Holdings Plc | 13.60K | 0.0% | $1.42M | 0.0% | Held | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 13.05K | +5.3% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 13.05K | +5.3% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 11.39K | +10.6% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 10.50K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 10.09K | +0.2% | $998,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Creative Planning | 9.53K | +17.7% | $991,674 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 9.41K | -0.1% | $980,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 8.16K | New | $849,459 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 7.87K | +0.3% | $819,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 5.26K | -87.3% | $547,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 4.52K | +9.3% | $470,142 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 4.46K | +10.8% | $464,588 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.46K | +10.8% | $464,588 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Cerity Partners LLC | 4.12K | +3.9% | $429,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 3.75K | -91.3% | $390,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Lido Advisors, LLC | 3.26K | New | $339,782 | 0.0% | New | 1 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 2.90K | New | $301,751 | 0.0% | New | 1 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 2.90K | New | $301,751 | 0.0% | New | 1 | SEC ↗ |
| 49 | Neuberger Berman Group LLC | 2.75K | New | $286,067 | 0.0% | New | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $182,180 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $182,180 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $182,180 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $182,180 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 1.61K | +13.1% | $167,933 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 1.61K | +13.1% | $167,933 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.23K | +4.6% | $124,611 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Assetmark, Inc | 846 | +55.0% | $88,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Us Bancorp \De\ | 645 | +101.6% | $67,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 575 | 0.0% | $59,858 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 274 | +74.5% | $28,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 50 | 0.0% | $5,196 | 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
| Susquehanna International… | $15.34M | 0.0% |
| Marshall Wace | $4.93M | 0.0% |
| Marshall Wace | $4.93M | 0.0% |
| AQR Capital Management | $849,459 | 0.0% |
| Lido Advisors, LLC | $339,782 | 0.0% |
| Bank of New York Mellon Corp | $301,751 | 0.0% |
| Bank of New York Mellon Corp | $301,751 | 0.0% |
| Neuberger Berman Group LLC | $286,067 | 0.0% |
Exited
| Citadel Advisors | $1.17M | was 0.0% |
| Two Sigma Investments | $296,126 | 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: Q2 2026 ·
Methodology ·
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