Security record · archived quarter
IQDY
name pending profile ingest
14Tracked holders
0Δ holders
1.03MShares held
$37.86MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | 15 | +2 | 998.52K | $42.66M | +2 | — |
| Q1 2026 | 13 | -1 | 1.00M | $37.92M | +1 | −2 |
| Q4 2025 | 14 | 0 | 1.03M | $37.86M | — | — |
| Q3 2025 | 1 | — | 4.36K | $148,000 | — | — |
| Q1 2025 | 1 | +1 | 8.04K | $233,665 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 282.80K | — | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 264.02K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 264.02K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 264.02K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 144.86K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 125.64K | — | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 114.86K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 37.89K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 37.89K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 21.57K | — | $790,215 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 13.07K | — | $478,920 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 9.89K | — | $373,385 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 6.35K | — | $232,548 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 6.21K | — | $227,614 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 6.21K | — | $227,614 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 4.30K | -1.4% | $157,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 4.30K | -1.4% | $157,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.49K | — | $54,502 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | — | $25 | 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): 36 holders, 1.47M shares, $51.86M 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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