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
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 282.80K | n/a | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 264.02K | n/a | $9.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 144.86K | n/a | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 125.64K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 114.86K | n/a | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 37.89K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 21.57K | n/a | $790,215 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 13.07K | n/a | $478,920 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 9.89K | n/a | $373,385 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 6.35K | n/a | $232,548 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 6.21K | n/a | $227,614 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 4.30K | -1.4% | $157,649 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 1.49K | n/a | $54,502 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | n/a | $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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