Security record · archived quarter
INVZ
name pending profile ingest
40Tracked holders
-6Δ holders
22.68MShares held
$14.29MReported value
+3New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -13.0% ·
share flow -30.0% ·
net new positions -15.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -4 | 16.78M | $12.69M | +3 | −7 |
| Q1 2026 | 40 | -6 | 22.68M | $14.29M | +3 | −9 |
| Q4 2025 | 46 | +1 | 33.73M | $28.94M | +2 | −1 |
| Q3 2025 | 8 | 0 | 18.96M | $38.68M | — | — |
| Q2 2025 | 5 | +1 | 1.56M | $2.55M | +2 | −1 |
| Q1 2025 | 4 | 0 | 1.31M | $851,168 | +1 | −1 |
| Q4 2024 | 4 | +1 | 1.02M | $1.71M | +1 | — |
| Q3 2024 | 2 | -2 | 84.99K | $70,364 | — | −2 |
| Q2 2024 | 4 | — | 668.51K | $600,770 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 4.15M | -1.2% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 3.39M | +85.8% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | State Street Global Advisors ✦ (passive) | 3.32M | +1.2% | $2.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 3.08M | +59.5% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Qube Research & Technologies Ltd | 2.05M | -31.5% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mitsubishi UFJ Asset Management… | 1.23M | -4.6% | $776,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 1.04M | +1384.6% | $633,067 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Two Sigma Investments ✦ | 992.96K | -54.7% | $628,046 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 809.11K | New | $511,760 | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 408.81K | -76.2% | $258,575 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Geode Capital Management ✦ (passive) | 319.42K | +7.7% | $202,030 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Tidal Investments LLC | 299.67K | +12.0% | $189,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 234.23K | +12.3% | $148,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Simplex Trading, Llc | 228.13K | +69.3% | $144,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 200.14K | -5.7% | $126,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 152.74K | -94.4% | $96,606 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 17 | Squarepoint Ops LLC | 125.48K | -88.4% | $79,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 114.73K | -52.8% | $67,690 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 97.78K | +18.3% | $60,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 82.92K | +78.9% | $52,444 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 77.40K | -88.9% | $48,956 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Hrt Financial Lp | 54.33K | New | $27,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Sei Investments Co | 32.59K | -86.1% | $20,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 32.23K | +64.0% | $20,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 25.15K | -1.9% | $15,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Victory Capital Management Inc | 23.96K | +1.9% | $15,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | LPL Financial LLC | 18.07K | -22.4% | $11,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Lido Advisors, LLC | 16.91K | +28.0% | $10,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 15.19K | -32.8% | $9,609 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | HighTower Advisors, LLC | 14.27K | -2.1% | $9,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 13.32K | New | $8,425 | 0.0% | New | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 13.14K | +21.2% | $8,309 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Rockefeller Capital Management L.P. | 11.96K | +252.0% | $7,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 6.87K | +100.9% | $4,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 5.25K | 0.0% | $3,323 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 36 | National Bank Of Canada /Fi/ | 4.00K | 0.0% | $2,532 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 862 | +7.8% | $1,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Barclays Plc | 67 | -99.0% | $42 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Citigroup Inc | 63 | -100.0% | $40 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 1 | -100.0% | $1 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $511,760 | 0.0% |
| Hrt Financial Lp | $27,000 | 0.0% |
| Mariner, LLC | $8,425 | 0.0% |
Exited
| Millennium Management | $1.99M | was 0.0% |
| Bnp Paribas Financial Markets | $1.04M | was 0.0% |
| Lazard Asset Management Llc | $165,178 | was 0.0% |
| Daiwa Securities Group Inc. | $45,000 | was 0.0% |
| Point72 Asset Management | $22,675 | was 0.0% |
| Wealth Enhancement Advisory… | $11,929 | was 0.0% |
| Cibc World Market Inc. | $8,500 | was 0.0% |
| Bank Of America Corp /De/ | $5,316 | was 0.0% |
| TD Waterhouse Canada Inc. | $192 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 40.45M shares, $25.52M 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: Q1 2026 ·
Methodology ·
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