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Security record · archived quarter

IMMX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
51Tracked holders
+18Δ holders
24.07MShares held
$248.10MReported value
+19New positions
−1Exits
Strongly Rising 7 quarters of rising tracked shares ●●●●●● 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 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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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