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Security record

IGRO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
42Tracked holders
0Δ holders
5.15MShares held
$452.75MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 0 5.15M $452.75M +2 −2
Q1 2026 43 +2 5.17M $432.15M +3 −1
Q4 2025 41 +1 4.68M $387.09M +1
Q3 2025 5 0 1.27M $101.41M
Q2 2025 3 0 124.49K $9.82M
Q1 2025 1 0 14.74K $1.07M
Q4 2024 1 0 7.73K $525,331
Q3 2024 1 +1 10.14K $756,641 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 835.44K +6.6% $73.46M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 835.44K +6.6% $73.46M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 835.44K +6.6% $73.46M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 835.44K +6.6% $73.46M 0.0% ▲ Add 4 SEC ↗
5 Bank Of America Corp /De/ 774.94K +2.4% $68.14M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 774.94K +2.4% $68.14M 0.0% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 774.94K +2.4% $68.14M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 627.16K -14.7% $55.15M 0.1% ▼ Trim 3 SEC ↗
9 Osaic Holdings, Inc. 627.16K -14.7% $55.15M 0.1% ▼ Trim 3 SEC ↗
10 Raymond James Financial Inc 487.78K +6.3% $42.89M 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 487.78K +6.3% $42.89M 0.0% ▲ Add 3 SEC ↗
12 LPL Financial LLC 483.70K +0.7% $42.53M 0.0% ▲ Add 3 SEC ↗
13 Commonwealth Equity Services, Llc 393.33K -1.8% $34.59M 0.0% ▼ Trim 3 SEC ↗
14 JPMorgan Chase 227.36K +19.2% $20.06M 0.0% ▲ Add 4 SEC ↗
15 JPMorgan Chase 227.36K +19.2% $20.06M 0.0% ▲ Add 4 SEC ↗
16 JPMorgan Chase 227.36K +19.2% $20.06M 0.0% ▲ Add 4 SEC ↗
17 Envestnet Asset Management Inc 215.04K -15.2% $18.91M 0.0% ▼ Trim 3 SEC ↗
18 UBS Group AG 163.10K -4.3% $14.34M 0.0% ▼ Trim 3 SEC ↗
19 Cetera Investment Advisers 107.53K +0.1% $9.46M 0.0% ▲ Add 3 SEC ↗
20 Jane Street Group, Llc 102.28K -29.4% $8.99M 0.0% ▼ Trim 3 SEC ↗
21 Royal Bank Of Canada 100.48K +6.9% $8.84M 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 100.48K +6.9% $8.84M 0.0% ▲ Add 3 SEC ↗
23 Royal Bank Of Canada 100.48K +6.9% $8.84M 0.0% ▲ Add 3 SEC ↗
24 Royal Bank Of Canada 100.48K +6.9% $8.84M 0.0% ▲ Add 3 SEC ↗
25 Truist Financial Corp 71.59K -2.4% $6.29M 0.0% ▼ Trim 3 SEC ↗
26 Captrust Financial Advisors 71.18K +5.7% $6.26M 0.0% ▲ Add 3 SEC ↗
27 Rockefeller Capital Management L.P. 58.21K -0.3% $5.12M 0.0% ▼ Trim 3 SEC ↗
28 Jones Financial Companies Lllp 55.87K +11.6% $4.90M 0.0% ▲ Add 3 SEC ↗
29 Mml Investors Services, Llc 51.51K +37.6% $4.53M 0.0% ▲ Add 3 SEC ↗
30 Citadel Advisors 51.01K +102.0% $4.48M 0.0% ▲ Add 8 SEC ↗
31 Mariner, LLC 44.93K -2.2% $3.95M 0.0% ▼ Trim 3 SEC ↗
32 Northwestern Mutual Wealth… 44.46K -32.5% $3.91M 0.0% ▼ Trim 3 SEC ↗
33 Us Bancorp \De\ 26.18K 0.0% $2.30M 0.0% Held 3 SEC ↗
34 Stifel Financial Corp 22.01K +0.5% $1.94M 0.0% ▲ Add 3 SEC ↗
35 Stifel Financial Corp 22.01K +0.5% $1.94M 0.0% ▲ Add 3 SEC ↗
36 Creative Planning 19.31K +1.0% $1.70M 0.0% ▲ Add 3 SEC ↗
37 Bank of New York Mellon Corp 16.60K +11.8% $1.46M 0.0% ▲ Add 3 SEC ↗
38 Bank of New York Mellon Corp 16.60K +11.8% $1.46M 0.0% ▲ Add 3 SEC ↗
39 HighTower Advisors, LLC 16.18K -1.6% $1.42M 0.0% ▼ Trim 3 SEC ↗
40 Fidelity (FMR) 13.40K -2.3% $1.18M 0.0% ▼ Trim 5 SEC ↗
41 Pnc Financial Services Group, Inc. 13.06K +13.5% $1.15M 0.0% ▲ Add 3 SEC ↗
42 Mercer Global Advisors Inc /Adv 8.26K +17.0% $726,242 0.0% ▲ Add 3 SEC ↗
43 Wells Fargo & Company/Mn 7.39K $649,854 0.0% ▲ Add 3 SEC ↗
44 Wells Fargo & Company/Mn 7.39K $649,854 0.0% ▲ Add 3 SEC ↗
45 Goldman Sachs Group 7.12K +0.3% $626,150 0.0% ▲ Add 3 SEC ↗
46 First Manhattan Co. Llc. 6.63K +2.0% $582,800 0.0% ▲ Add 3 SEC ↗
47 Susquehanna International Group, Llp 5.36K -15.5% $470,953 0.0% ▼ Trim 3 SEC ↗
48 Hrt Financial Lp 5.03K New $441,000 0.0% New 1 SEC ↗
49 UBS AM, a distinct business unit of… 3.44K 0.0% $302,127 0.0% Held 2 SEC ↗
50 Quantinno Capital Management LP 3.15K New $277,398 0.0% New 1 SEC ↗
51 Assetmark, Inc 2.66K -3.9% $234,158 0.0% ▼ Trim 3 SEC ↗
52 Cerity Partners LLC 2.60K 0.0% $228,618 0.0% Held 2 SEC ↗
53 Franklin Resources Inc 1.04K 0.0% $91,799 0.0% Held 3 SEC ↗
54 Franklin Resources Inc 1.04K 0.0% $91,799 0.0% Held 3 SEC ↗
55 National Bank Of Canada /Fi/ 725 0.0% $63,749 0.0% Held 3 SEC ↗
56 BlackRock (passive) 427 -17.2% $37,547 0.0% ▼ Trim 5 SEC ↗
57 BlackRock (passive) 427 -17.2% $37,547 0.0% ▼ Trim 5 SEC ↗
58 Bank Of Montreal /Can/ 376 -5.0% $33,062 0.0% ▼ Trim 3 SEC ↗
59 Bank Of Montreal /Can/ 376 -5.0% $33,062 0.0% ▼ Trim 3 SEC ↗
60 Fifth Third Bancorp 375 0.0% $32,974 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

Hrt Financial Lp $441,000 0.0%
Quantinno Capital Management… $277,398 0.0%

Exited

Citigroup Inc $190,996 was 0.0%
Russell Investments Group… $4,189 was 0.0%

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: Q2 2026 · Methodology · Get this via the API