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Security record · archived quarter

IGR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
29Tracked holders
0Δ holders
24.95MShares held
$109.31MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 -4 24.59M $113.35M +3 −7
Q1 2026 31 +2 24.08M $105.72M +4 −2
Q4 2025 29 0 24.95M $109.31M
Q3 2025 3 +1 10.94M $56.23M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 9.76M -8.3% $42.74M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 9.76M -8.3% $42.74M 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley 9.76M -8.3% $42.74M 0.0% ▼ Trim 2 SEC ↗
4 Morgan Stanley 9.76M -8.3% $42.74M 0.0% ▼ Trim 2 SEC ↗
5 Morgan Stanley 9.76M -8.3% $42.74M 0.0% ▼ Trim 2 SEC ↗
6 UBS Group AG 5.81M $25.47M 0.0% n/c 1 SEC ↗
7 UBS Group AG 5.81M $25.47M 0.0% n/c 1 SEC ↗
8 UBS Group AG 5.81M $25.47M 0.0% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 2.25M $9.84M 0.0% n/c 1 SEC ↗
10 Wells Fargo & Company/Mn 2.25M $9.84M 0.0% n/c 1 SEC ↗
11 Bank Of America Corp /De/ 2.07M $9.05M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 2.07M $9.05M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 2.07M $9.05M 0.0% n/c 1 SEC ↗
14 Ameriprise Financial Inc 1.24M $5.43M 0.0% n/c 1 SEC ↗
15 Ameriprise Financial Inc 1.24M $5.43M 0.0% n/c 1 SEC ↗
16 LPL Financial LLC 1.11M $4.87M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 557.73K $2.44M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 557.73K $2.44M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 557.73K $2.44M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 557.73K $2.44M 0.0% n/c 1 SEC ↗
21 Jane Street Group, Llc 399.60K $1.75M 0.0% n/c 1 SEC ↗
22 Jane Street Group, Llc 399.60K $1.75M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 376.23K $1.65M 0.0% n/c 1 SEC ↗
24 Cetera Investment Advisers 228.75K $1.00M 0.0% n/c 1 SEC ↗
25 Stifel Financial Corp 191.07K $836,866 0.0% n/c 1 SEC ↗
26 Raymond James Financial Inc 189.08K $828,162 0.0% n/c 1 SEC ↗
27 Raymond James Financial Inc 189.08K $828,162 0.0% n/c 1 SEC ↗
28 Rockefeller Capital Management L.P. 182.55K $799,551 0.0% n/c 1 SEC ↗
29 Millennium Management 165.22K -44.6% $723,681 0.0% ▼ Trim 2 SEC ↗
30 Mariner, LLC 136.37K $597,279 0.0% n/c 1 SEC ↗
31 Mariner, LLC 136.37K $597,279 0.0% n/c 1 SEC ↗
32 Susquehanna International Group, Llp 71.86K $314,742 0.0% n/c 1 SEC ↗
33 Wealth Enhancement Advisory… 57.84K $262,570 0.0% n/c 1 SEC ↗
34 Commonwealth Equity Services, Llc 43.79K $191,810 0.0% n/c 1 SEC ↗
35 Corient Private Wealth LP 42.00K $183,960 0.0% n/c 1 SEC ↗
36 Corient Private Wealth LP 42.00K $183,960 0.0% n/c 1 SEC ↗
37 Envestnet Asset Management Inc 19.56K $85,664 0.0% n/c 1 SEC ↗
38 Captrust Financial Advisors 18.96K $83,032 0.0% n/c 1 SEC ↗
39 Creative Planning 18.74K $82,068 0.0% n/c 1 SEC ↗
40 Us Bancorp \De\ 6.61K $28,956 0.0% n/c 1 SEC ↗
41 Pnc Financial Services Group, Inc. 5.23K $22,926 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 5.23K $22,926 0.0% n/c 1 SEC ↗
43 Pnc Financial Services Group, Inc. 5.23K $22,926 0.0% n/c 1 SEC ↗
44 Pnc Financial Services Group, Inc. 5.23K $22,926 0.0% n/c 1 SEC ↗
45 Fifth Third Bancorp 3.00K $13,140 0.0% n/c 1 SEC ↗
46 JPMorgan Chase 1.70K +112.5% $7,446 0.0% ▲ Add 2 SEC ↗
47 Cwm, Llc 1.18K $5,000 0.0% n/c 1 SEC ↗
48 Citigroup Inc 2 $9 0.0% n/c 1 SEC ↗
49 Jones Financial Companies Lllp 0 $0 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): 125 holders, 35.46M shares, $137.11M 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 · Get this via the API