IMMX
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +18 | 24.07M | $248.10M | +19 | −1 |
| Q1 2026 | 35 | +3 | 14.21M | $129.38M | +8 | −5 |
| Q4 2025 | 32 | +4 | 13.77M | $71.96M | +4 | — |
| Q3 2025 | 8 | +3 | 1.35M | $2.81M | +3 | — |
| Q2 2025 | 4 | 0 | 942.91K | $1.95M | — | — |
| Q1 2025 | 2 | 0 | 203.70K | $342,261 | — | — |
| Q4 2024 | 2 | -1 | 193.04K | $424,746 | — | −1 |
| Q3 2024 | 2 | -1 | 171.60K | $255,717 | — | −1 |
| Q2 2024 | 3 | — | 323.11K | $639,804 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.00M | +1461.6% | $30.90M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 2.99M | +538.4% | $30.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 2.99M | +538.4% | $30.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 2.99M | +538.4% | $30.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 2.99M | +538.4% | $30.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.99M | +538.4% | $30.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Vanguard Capital Management Llc | 2.51M | +40.2% | $25.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 2.07M | +18.1% | $21.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.94M | +2427.3% | $20.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 1.94M | +2427.3% | $20.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Marshall Wace ✦ | 1.79M | +9.3% | $18.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Marshall Wace ✦ | 1.79M | +9.3% | $18.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 1.74M | +319.3% | $17.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 1.74M | +319.3% | $17.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 1.47M | New | $15.19M | 0.0% | New | 1 | SEC ↗ |
| 16 | Wellington Management ✦ | 1.47M | New | $15.19M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 1.47M | New | $15.19M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.47M | New | $15.19M | 0.0% | New | 1 | SEC ↗ |
| 19 | Wellington Management ✦ | 1.47M | New | $15.19M | 0.0% | New | 1 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 1.20M | +159.2% | $12.39M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 1.20M | +159.2% | $12.39M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | Franklin Resources Inc | 969.12K | 0.0% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 518.88K | New | $5.35M | 0.0% | New | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 518.88K | New | $5.35M | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 506.16K | +973.0% | $5.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 506.16K | +973.0% | $5.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Northern Trust Corp | 418.05K | +202.4% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northern Trust Corp | 418.05K | +202.4% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Balyasny Asset Management L.P. | 417.23K | New | $4.30M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 413.14K | +904.5% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 413.14K | +904.5% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 413.14K | +904.5% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 235.72K | +181.9% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 235.72K | +181.9% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 235.72K | +181.9% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 235.72K | +181.9% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Td Asset Management Inc | 214.09K | +302.4% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 174.11K | +82.5% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 174.11K | +82.5% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 159.47K | +14.0% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 159.47K | +14.0% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 159.47K | +14.0% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 159.47K | +14.0% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 159.47K | +14.0% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 159.47K | +14.0% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Manufacturers Life Insurance… | 146.85K | +407.0% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 141.96K | -24.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Charles Schwab Investment… | 127.26K | +363.4% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 113.32K | +560.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 113.32K | +560.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 113.32K | +560.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Nuveen, LLC | 102.98K | New | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 53 | Nuveen, LLC | 102.98K | New | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 54 | D. E. Shaw & Co. ✦ | 93.11K | New | $959,923 | 0.0% | New | 1 | SEC ↗ |
| 55 | D. E. Shaw & Co. ✦ | 93.11K | New | $959,923 | 0.0% | New | 1 | SEC ↗ |
| 56 | Citigroup Inc | 70.65K | +2767.4% | $728,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citigroup Inc | 70.65K | +2767.4% | $728,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Squarepoint Ops LLC | 70.06K | +57.5% | $722,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Sei Investments Co | 67.35K | -54.2% | $694,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Barclays Plc | 53.06K | +2.5% | $547,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Barclays Plc | 53.06K | +2.5% | $547,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Rhumbline Advisers | 50.94K | New | $525,224 | 0.0% | New | 1 | SEC ↗ |
| 63 | Deutsche Bank Ag\ | 40.86K | New | $421,277 | 0.0% | New | 1 | SEC ↗ |
| 64 | Deutsche Bank Ag\ | 40.86K | New | $421,277 | 0.0% | New | 1 | SEC ↗ |
| 65 | Two Sigma Investments ✦ | 40.18K | New | $414,266 | 0.0% | New | 1 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 38.73K | -91.8% | $399,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Alliancebernstein L.P. | 39.29K | New | $357,932 | 0.0% | New | 1 | SEC ↗ |
| 68 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.63K | New | $265,458 | 0.0% | New | 1 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.63K | New | $265,458 | 0.0% | New | 1 | SEC ↗ |
| 70 | Invesco Ltd. | 22.32K | New | $230,098 | 0.0% | New | 1 | SEC ↗ |
| 71 | Invesco Ltd. | 22.32K | New | $230,098 | 0.0% | New | 1 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 19.57K | +671.6% | $205,342 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 19.57K | +671.6% | $205,342 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 19.57K | +671.6% | $205,342 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | New York State Common Retirement… | 14.40K | New | $148,464 | 0.0% | New | 1 | SEC ↗ |
| 76 | Commonwealth Equity Services, Llc | 12.82K | 0.0% | $132,170 | 0.0% | Held | 3 | SEC ↗ |
| 77 | LPL Financial LLC | 10.55K | New | $108,791 | 0.0% | New | 1 | SEC ↗ |
| 78 | Bnp Paribas Financial Markets | 6.28K | +126.2% | $64,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 4.00K | 0.0% | $41,240 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Legal & General Group Plc | 3.98K | New | $41,085 | 0.0% | New | 1 | SEC ↗ |
| 81 | Simplex Trading, Llc | 3.81K | -10.4% | $39,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 3.28K | New | $33,858 | 0.0% | New | 1 | SEC ↗ |
| 83 | Us Bancorp \De\ | 3.14K | New | $32,373 | 0.0% | New | 1 | SEC ↗ |
| 84 | Royal Bank Of Canada | 1.36K | +2198.3% | $14,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Royal Bank Of Canada | 1.36K | +2198.3% | $14,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Pacer Advisors, Inc. | 977 | New | $10,000 | 0.0% | New | 1 | SEC ↗ |
| 87 | Group One Trading Llc | 879 | 0.0% | $9,062 | 0.0% | Held | 2 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 61 | New | $629 | 0.0% | New | 1 | SEC ↗ |
| 89 | Northwestern Mutual Wealth… | 11 | New | $113 | 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
| Wellington Management | $15.19M | 0.0% |
| Wellington Management | $15.19M | 0.0% |
| Wellington Management | $15.19M | 0.0% |
| Wellington Management | $15.19M | 0.0% |
| Wellington Management | $15.19M | 0.0% |
| Ameriprise Financial Inc | $5.35M | 0.0% |
| Ameriprise Financial Inc | $5.35M | 0.0% |
| Balyasny Asset Management L.P. | $4.30M | 0.0% |
| Nuveen, LLC | $1.06M | 0.0% |
| Nuveen, LLC | $1.06M | 0.0% |
| D. E. Shaw & Co. | $959,923 | 0.0% |
| D. E. Shaw & Co. | $959,923 | 0.0% |
Exited
| Jane Street Group, Llc | $320,344 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 27.07M shares, $242.12M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.