IQSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +6.5% ·
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 36.84K | +0.2% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jane Street Group, Llc | 27.27K | +28.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 16.32K | +0.5% | $625,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 16.10K | -25.1% | $616,398 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 14.50K | -14.0% | $555,133 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 9.10K | New | $348,419 | 0.0% | New | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 6.92K | +4.6% | $265,074 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 3.69K | +2.2% | $141,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank Of America Corp /De/ | $348,419 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 5.65M shares, $197.70M 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.