Security record · archived quarter
IGRO
name pending profile ingest
41Tracked holders
+1Δ holders
4.68MShares held
$387.09MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow -8.8% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | 0 | 5.13M | $451.32M | +2 | −3 |
| Q1 2026 | 43 | +2 | 5.17M | $432.15M | +3 | −1 |
| Q4 2025 | 41 | +1 | 4.68M | $387.09M | +1 | n/a |
| Q3 2025 | 5 | 0 | 1.27M | $101.41M | n/a | n/a |
| Q2 2025 | 3 | 0 | 124.49K | $9.82M | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.74K | $1.07M | n/a | n/a |
| Q4 2024 | 1 | 0 | 7.73K | $525,331 | n/a | n/a |
| Q3 2024 | 1 | +1 | 10.14K | $756,641 | +1 | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 786.36K | n/a | $65.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Osaic Holdings, Inc. | 713.38K | n/a | $59.05M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 654.07K | -18.7% | $54.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 461.17K | n/a | $38.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 421.08K | n/a | $34.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 396.65K | n/a | $32.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 218.76K | n/a | $18.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 132.94K | -65.4% | $11.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 104.11K | n/a | $8.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 92.89K | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 73.06K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 72.71K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 71.57K | n/a | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 70.00K | n/a | $5.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Rockefeller Capital Management L.P. | 58.55K | n/a | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 49.23K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 45.52K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 44.16K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 37.25K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 27.72K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 20.43K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 19.57K | New | $1.62M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Creative Planning | 19.42K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 15.59K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 12.00K | n/a | $993,076 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Pnc Financial Services Group, Inc. | 10.37K | n/a | $857,897 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 10.12K | +279.3% | $837,219 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Franklin Resources Inc | 9.32K | n/a | $771,251 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | First Manhattan Co. Llc. | 6.50K | n/a | $538,005 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 6.16K | n/a | $509,498 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 5.31K | n/a | $439,260 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 3.00K | n/a | $248,558 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.78K | +7.0% | $229,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citigroup Inc | 2.53K | n/a | $209,243 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 870 | n/a | $72,010 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 768 | -99.0% | $63,567 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 380 | n/a | $31,453 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | National Bank Of Canada /Fi/ | 275 | n/a | $22,762 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 128 | n/a | $10,574 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 50 | n/a | $4,139 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 8 | n/a | $1,000 | 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
| Goldman Sachs Group | $1.62M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 219 holders, 9.21M shares, $732.45M 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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