IPX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +7 | 2.01M | $59.71M | +8 | −1 |
| Q1 2026 | 21 | 0 | 1.26M | $32.69M | +4 | −4 |
| Q4 2025 | 21 | +2 | 1.43M | $51.69M | +2 | — |
| Q3 2025 | 5 | +2 | 113.56K | $5.60M | +2 | — |
| Q2 2025 | 1 | — | 39.39K | $1.24M | — | — |
| Q4 2024 | 2 | +2 | 21.75K | $748,199 | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 579.75K | +251.9% | $17.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 525.77K | -18.7% | $15.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 224.63K | +215.3% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 224.63K | +215.3% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 96.73K | +51.4% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 96.73K | +51.4% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Tudor Investment Corp Et Al | 80.00K | New | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 68.81K | +180.2% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 64.34K | -1.8% | $1.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 64.34K | -1.8% | $1.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 64.34K | -1.8% | $1.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 64.34K | -1.8% | $1.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 64.34K | -1.8% | $1.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Nuveen, LLC | 59.58K | New | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 54.19K | +17.6% | $1.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 54.19K | +17.6% | $1.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 52.34K | +124.3% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 52.34K | +124.3% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 48.01K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 30.92K | +13.5% | $919,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 30.92K | +13.5% | $919,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 28.30K | +17.6% | $841,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 22.88K | 0.0% | $680,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 22.88K | 0.0% | $680,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 15.30K | -43.6% | $454,780 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 15.21K | New | $452,074 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mariner, LLC | 13.61K | +5.8% | $404,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Blair William & Co/Il | 12.04K | New | $357,830 | 0.0% | New | 1 | SEC ↗ |
| 29 | Rhumbline Advisers | 3.75K | -1.2% | $111,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.10K | +94.8% | $110,508 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.10K | +94.8% | $110,508 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.07K | New | $91,390 | 0.0% | New | 1 | SEC ↗ |
| 33 | Simplex Trading, Llc | 2.60K | New | $77,416 | 0.0% | New | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1.61K | -70.0% | $47,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.61K | -70.0% | $47,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 972 | +37.7% | $25,758 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 212 | +25.4% | $6,303 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Royal Bank Of Canada | 200 | New | $6,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $1,011 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $1,011 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Assetmark, Inc | 25 | +127.3% | $743 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $2.38M | 0.0% |
| Nuveen, LLC | $1.77M | 0.0% |
| Envestnet Asset Management Inc | $1.43M | 0.0% |
| Susquehanna International… | $452,074 | 0.0% |
| Blair William & Co/Il | $357,830 | 0.0% |
| Rockefeller Capital… | $91,390 | 0.0% |
| Simplex Trading, Llc | $77,416 | 0.0% |
| Royal Bank Of Canada | $6,000 | 0.0% |
Exited
| Citadel Advisors | $610,846 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 4.32M shares, $55.25M 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.