Security record · archived quarter
IHAK
name pending profile ingest
38Tracked holders
-3Δ holders
4.06MShares held
$176.98MReported value
+4New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -7.3% ·
share flow +0.2% ·
net new positions -7.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +2 | 3.41M | $206.85M | +5 | −4 |
| Q1 2026 | 38 | -3 | 4.06M | $176.98M | +4 | −7 |
| Q4 2025 | 41 | 0 | 4.05M | $194.96M | +1 | −1 |
| Q3 2025 | 5 | +1 | 490.10K | $25.65M | +1 | — |
| Q2 2025 | 1 | -1 | 2.29K | $122,095 | — | −1 |
| Q1 2025 | 1 | -1 | 18.46K | $867,345 | — | −1 |
| Q4 2024 | 2 | 0 | 8.72K | $425,449 | +1 | −1 |
| Q3 2024 | 2 | -1 | 16.24K | $791,586 | +1 | −2 |
| Q2 2024 | 3 | — | 23.64K | $1.09M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.65M | -9.1% | $71.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 808.44K | +105.1% | $35.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 336.60K | +1.8% | $14.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 288.29K | -3.8% | $12.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Royal Bank Of Canada | 141.75K | +4.0% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Susquehanna International Group, Llp | 136.36K | +698.8% | $5.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 84.72K | +0.7% | $3.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 69.66K | New | $3.04M | 0.0% | New | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 56.93K | +9.3% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 50.53K | +27.2% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 49.55K | -56.0% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 44.12K | -19.3% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 43.35K | -21.9% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 41.77K | -2.3% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Lido Advisors, LLC | 38.57K | +5.2% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 29.32K | -48.3% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 22.33K | -76.6% | $974,521 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 20.13K | -77.4% | $878,805 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 19.57K | +27.8% | $854,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 14.81K | -2.0% | $646,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 13.99K | -9.4% | $610,799 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 13.53K | -48.9% | $590,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 13.31K | -8.8% | $580,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 13.17K | -82.1% | $574,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 11.72K | -2.5% | $511,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 11.33K | +6.8% | $494,451 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Bank Of Montreal /Can/ | 9.07K | -82.0% | $396,080 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Envestnet Asset Management Inc | 8.44K | -2.5% | $368,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mackenzie Financial Corp | 5.57K | 0.0% | $243,130 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Northern Trust Corp | 5.42K | 0.0% | $236,539 | 0.0% | Held | 2 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 3.61K | +109.0% | $157,489 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 3.44K | -16.0% | $150,183 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 303 | -64.6% | $13,230 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | JPMorgan Chase ✦ | 217 | -75.4% | $9,322 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 171 | New | $7,464 | 0.0% | New | 1 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 158 | New | $6,897 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 152 | New | $6,635 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1 | -99.9% | $33 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.04M | 0.0% |
| Fifth Third Bancorp | $7,464 | 0.0% |
| Bnp Paribas Financial Markets | $6,897 | 0.0% |
| Us Bancorp \De\ | $6,635 | 0.0% |
Exited
| Corient Private Wealth LP | $2.52M | was 0.0% |
| D. E. Shaw & Co. | $921,306 | was 0.0% |
| Wealth Enhancement Advisory… | $288,578 | was 0.0% |
| Kayne Anderson Rudnick… | $28,872 | was 0.0% |
| Qube Research & Technologies… | $5,004 | was 0.0% |
| TD Waterhouse Canada Inc. | $4,086 | was 0.0% |
| Assetmark, Inc | $818 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 167 holders, 5.70M shares, $244.39M 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: Q1 2026 ·
Methodology ·
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