Security record · archived quarter
IQSI
name pending profile ingest
9Tracked holders
0Δ holders
111.91KShares held
$3.94MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.0% · 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 | Focus Partners Wealth | 36.77K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 20.46K | n/a | $719,726 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Captrust Financial Advisors | 15.92K | n/a | $560,027 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 14.12K | -19.6% | $496,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 12.22K | n/a | $429,733 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 8.91K | n/a | $313,305 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.23K | n/a | $113,676 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 159 | n/a | $5,592 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 119 | 0.0% | $4,182 | 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): 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.
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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