IQSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow +9.7% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 36.78K | 0.0% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 21.48K | +5.0% | $757,038 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 21.19K | +73.5% | $746,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 16.86K | +19.4% | $594,081 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Captrust Financial Advisors | 16.24K | +2.0% | $572,315 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 6.62K | -25.7% | $233,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.61K | +11.7% | $127,259 | 0.0% | ▲ Add | 2 | 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
| Bank Of America Corp /De/ | $5,592 | was 0.0% |
| Fidelity (FMR) | $4,182 | was 0.0% |
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.