Security record · archived quarter
INCE
name pending profile ingest
16Tracked holders
0Δ holders
848.48KShares held
$51.84MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 361.56K | n/a | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 248.41K | n/a | $15.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Franklin Resources Inc | 100.23K | n/a | $6.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 28.01K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 27.09K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 20.42K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 16.73K | +1.4% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 12.00K | n/a | $733,090 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 11.68K | n/a | $713,559 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 9.05K | n/a | $553,224 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cwm, Llc | 5.95K | n/a | $363,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.66K | +6106.7% | $284,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 1.41K | n/a | $86,270 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 867 | -50.0% | $52,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Assetmark, Inc | 435 | n/a | $26,577 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 0 | n/a | $13 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 1.14M shares, $71.19M 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: Q4 2025 ·
Methodology ·
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