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Security record

IMAY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
12Tracked holders
+3Δ holders
449.05KShares held
$14.25MReported value
+4New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 12 +3 449.05K $14.25M +4 −1
Q1 2026 9 -1 255.10K $7.68M — −1
Q4 2025 10 -1 271.83K $8.13M — −1
Q3 2025 2 +1 10.20K $296,080 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Focus Partners Wealth 90.05K -1.0% $2.86M 0.0% ▼ Trim 3 SEC ↗
2 LPL Financial LLC 53.73K New $1.70M 0.0% New 1 SEC ↗
3 Commonwealth Equity Services, Llc 53.41K +70.9% $1.69M 0.0% ▲ Add 3 SEC ↗
4 Truist Financial Corp 49.59K +0.6% $1.57M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 49.39K +281.4% $1.57M 0.0% ▲ Add 3 SEC ↗ ×2
6 Osaic Holdings, Inc. 46.66K +284.4% $1.48M 0.0% ▲ Add 3 SEC ↗ ×2
7 Cetera Investment Advisers 40.87K +177.6% $1.30M 0.0% ▲ Add 3 SEC ↗
8 Captrust Financial Advisors 18.73K +3.3% $594,051 0.0% ▲ Add 3 SEC ↗
9 Lido Advisors, LLC 17.22K New $546,431 0.0% New 1 SEC ↗
10 Cerity Partners LLC 17.05K New $540,847 0.0% New 1 SEC ↗
11 Susquehanna International Group, Llp 12.07K -45.1% $382,984 0.0% ▼ Trim 3 SEC ↗
12 Northwestern Mutual Wealth… 274 New $8,693 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

LPL Financial LLC $1.70M 0.0%
Lido Advisors, LLC $546,431 0.0%
Cerity Partners LLC $540,847 0.0%
Northwestern Mutual Wealth… $8,693 0.0%

Exited

JPMorgan Chase $107,384 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 673.10K shares, $20.28M 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