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Security record · archived quarter

IPKW

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q2 2024
24Tracked holders
+3Δ holders
3.93MShares held
$221.09MReported value
+3New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow +22.2% · net new positions +12.5% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 24 +1 3.69M $210.25M +1 n/a
Q1 2026 24 +3 3.93M $221.09M +3 n/a
Q4 2025 21 0 3.22M $178.94M n/a n/a
Q3 2025 1 -1 459.04K $24.19M n/a −1
Q2 2025 1 n/a 406 $19,752 n/a n/a
Q4 2024 1 +1 22.71K $901,933 +1 n/a
Q2 2024 1 n/a 21.25K $849,867 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 777.07K +19.4% $43.72M 0.0% ▲ Add 2 SEC ↗ ×2
2 Bank Of America Corp /De/ 695.78K +18.4% $39.15M 0.0% ▲ Add 2 SEC ↗ ×2
3 Morgan Stanley ✦ 662.04K +16.2% $37.25M 0.0% ▲ Add 3 SEC ↗
4 LPL Financial LLC 596.06K +8.1% $33.54M 0.0% ▲ Add 2 SEC ↗
5 Susquehanna International Group, Llp 180.97K +206.1% $10.18M 0.0% ▲ Add 2 SEC ↗
6 UBS Group AG 152.11K +15.4% $8.56M 0.0% ▲ Add 2 SEC ↗
7 Jones Financial Companies Lllp 152.83K +60.8% $8.31M 0.0% ▲ Add 2 SEC ↗
8 Ameriprise Financial Inc 134.91K +61.9% $7.74M 0.0% ▲ Add 2 SEC ↗ ×2
9 Jane Street Group, Llc 123.07K +146.2% $6.92M 0.0% ▲ Add 2 SEC ↗
10 Wealth Enhancement Advisory… 109.46K -25.9% $6.19M 0.0% ▼ Trim 2 SEC ↗
11 Cetera Investment Advisers 103.01K +15.6% $5.80M 0.0% ▲ Add 2 SEC ↗
12 Royal Bank Of Canada 67.96K -2.5% $3.82M 0.0% ▼ Trim 2 SEC ↗ ×2
13 Mml Investors Services, Llc 42.69K 0.0% $2.40M 0.0% ▲ Add 2 SEC ↗
14 Citadel Advisors ✦ 37.28K New $2.10M 0.0% New 1 SEC ↗
15 Northwestern Mutual Wealth… 30.12K +22.5% $1.69M 0.0% ▲ Add 2 SEC ↗
16 Envestnet Asset Management Inc 25.49K -10.7% $1.43M 0.0% ▼ Trim 2 SEC ↗
17 Stifel Financial Corp 18.37K +19.0% $1.03M 0.0% ▲ Add 2 SEC ↗
18 Osaic Holdings, Inc. 8.92K +11.3% $502,006 0.0% ▲ Add 2 SEC ↗ ×2
19 Commonwealth Equity Services, Llc 7.50K -3.2% $422,210 0.0% ▼ Trim 2 SEC ↗
20 Mariner, LLC 3.63K 0.0% $204,233 0.0% Held 2 SEC ↗
21 Wells Fargo & Company/Mn 1.45K -0.1% $81,358 0.0% ▼ Trim 2 SEC ↗
22 Fifth Third Bancorp 624 New $35,108 0.0% New 1 SEC ↗
23 Cwm, Llc 269 +0.4% $15,161 0.0% ▲ Add 2 SEC ↗
24 UBS AM, a distinct business unit of… 20 New $1,125 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

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: Q1 2026 · Methodology · Get this via the API