Security record · archived quarter
IPKW
name pending profile ingest
21Tracked holders
0Δ holders
3.22MShares held
$178.94MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 3.69M | $210.25M | +1 | — |
| Q1 2026 | 24 | +3 | 3.93M | $221.09M | +3 | — |
| Q4 2025 | 21 | 0 | 3.22M | $178.94M | — | — |
| Q3 2025 | 1 | -1 | 459.04K | $24.19M | — | −1 |
| Q2 2025 | 1 | — | 406 | $19,752 | — | — |
| Q4 2024 | 1 | +1 | 22.71K | $901,933 | +1 | — |
| Q2 2024 | 1 | — | 21.25K | $849,867 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 650.55K | — | $36.15M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 650.55K | — | $36.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 587.64K | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 587.64K | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 569.48K | +24.1% | $31.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 569.48K | +24.1% | $31.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 551.63K | — | $30.66M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 147.63K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 131.75K | — | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 95.04K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 89.12K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 83.31K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 83.31K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 69.67K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 69.67K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 59.11K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 50.00K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 42.68K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 28.55K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 24.58K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 15.44K | — | $857,762 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 8.01K | — | $445,383 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 8.01K | — | $445,383 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 7.75K | — | $430,800 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 3.63K | — | $201,729 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.45K | — | $80,402 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 268 | — | $15,000 | 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): 96 holders, 6.29M shares, $344.81M 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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