Security record · archived quarter
IGR
name pending profile ingest
26Tracked holders
-4Δ holders
24.59MShares held
$113.35MReported value
+3New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -13.3% ·
share flow +2.1% ·
net new positions -15.4%
— formula
Concentrated accumulation — rising shares among fewer 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 | 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.78M | +10.4% | $45.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.78M | +10.4% | $45.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.78M | +10.4% | $45.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.78M | +10.4% | $45.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | UBS Group AG | 5.00M | -11.4% | $23.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 5.00M | -11.4% | $23.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.69M | -7.3% | $12.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.69M | -7.3% | $12.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 2.08M | +16.1% | $9.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 2.08M | +16.1% | $9.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 2.08M | +16.1% | $9.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.31M | +3.1% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 1.18M | +4.0% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 926.55K | +13.7% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 926.55K | +13.7% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 431.25K | +6.1% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 260.32K | +14.9% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 260.32K | +14.9% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 209.82K | -8.9% | $967,287 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 137.62K | -9.2% | $634,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 136.86K | -19.4% | $630,928 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 125.15K | -1.1% | $576,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 125.15K | -1.1% | $576,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 71.18K | +2.9% | $328,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 59.29K | -1.8% | $272,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 53.32K | +110.6% | $245,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 38.09K | +1.4% | $175,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 25.55K | +3.9% | $117,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Creative Planning | 19.18K | +33.7% | $88,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hrt Financial Lp | 17.42K | New | $80,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 10.90K | +3.6% | $50,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 6.70K | +509.1% | $30,887 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 5.03K | 0.0% | $23,208 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 5.03K | 0.0% | $23,208 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 1.74K | New | $8,003 | 0.0% | New | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 1.10K | New | $5,005 | 0.0% | New | 1 | SEC ↗ |
| 37 | Citigroup Inc | 2 | 0.0% | $9 | 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
| Hrt Financial Lp | $80,000 | 0.0% |
| Assetmark, Inc | $8,003 | 0.0% |
| TD Waterhouse Canada Inc. | $5,005 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $127,885 | was 0.0% |
| Corient Private Wealth LP | $92,190 | was 0.0% |
| Captrust Financial Advisors | $83,221 | was 0.0% |
| Us Bancorp \De\ | $45,520 | was 0.0% |
| Susquehanna International… | $44,576 | was 0.0% |
| BlackRock | $10,637 | was 0.0% |
| Jones Financial Companies Lllp | $133 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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