INVE
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -2 | 2.98M | $7.51M | +5 | −7 |
| Q1 2026 | 26 | +1 | 2.78M | $10.29M | +4 | −3 |
| Q4 2025 | 25 | 0 | 2.64M | $10.13M | — | — |
| Q3 2025 | 10 | +1 | 2.22M | $7.67M | +1 | — |
| Q2 2025 | 6 | -2 | 2.01M | $6.56M | — | −2 |
| Q1 2025 | 6 | -2 | 575.74K | $1.84M | — | −2 |
| Q4 2024 | 8 | +1 | 917.33K | $3.36M | +1 | — |
| Q3 2024 | 6 | -1 | 738.61K | $2.61M | — | −1 |
| Q2 2024 | 7 | — | 879.31K | $3.78M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 1.20M | +0.8% | $4.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 311.31K | -0.3% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (passive) | 242.25K | 0.0% | $930,486 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 4 | Renaissance Technologies ✦ | 212.18K | -4.5% | $814,779 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 208.67K | — | $800,541 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Sei Investments Co | 115.76K | — | $444,511 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 89.52K | 0.0% | $343,738 | 0.0% | Held | 5 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 82.68K | 0.0% | $317,495 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 53.61K | — | $205,855 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 32.11K | -24.4% | $123,287 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 11 | Franklin Resources Inc | 23.89K | — | $91,738 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 21.16K | — | $81,239 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Assenagon Asset Management S.A. | 12.33K | — | $47,340 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 11.23K | -71.7% | $43,127 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 10.00K | — | $38,400 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 6.00K | 0.0% | $23,046 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 17 | Wells Fargo & Company/Mn | 3.84K | — | $14,757 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | UBS Group AG | 3.40K | — | $13,044 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 928 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Northwestern Mutual Wealth… | 441 | — | $1,693 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 150 | — | $576 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 115 | — | $442 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Group One Trading Llc | 81 | — | $311 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 35 | -50.0% | $134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Simplex Trading, Llc | 7 | — | $26 | 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): 50 holders, 10.60M shares, $39.07M 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.
19.9% of class · View original SEC filing ↗
19.9% of class · View original SEC filing ↗