Security record · archived quarter
IQM
name pending profile ingest
11Tracked holders
0Δ holders
181.43KShares held
$16.05MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +17.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 90.84K | +116.3% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 28.10K | +21.9% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 22.69K | -12.4% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 14.64K | -62.0% | $1.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 7.98K | +3.7% | $706,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Truist Financial Corp | 6.99K | +2.5% | $618,177 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 4.16K | -2.7% | $367,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 3.69K | -14.1% | $326,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Franklin Resources Inc | 2.22K | 0.0% | $196,359 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Cwm, Llc | 113 | 0.0% | $10,000 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1 | 0.0% | $131 | 0.0% | Held | 3 | 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): 22 holders, 386.06K shares, $21.87M 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 ·
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