Security record
IQSM
name pending profile ingest
4Tracked holders
+1Δ holders
53.46KShares held
$2.13MReported value
+2New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 51.99K | +2.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 976 | +24300.0% | $38,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 269 | New | $10,628 | 0.0% | New | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 222 | New | $8,835 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $10,628 | 0.0% |
| Morgan Stanley | $8,835 | 0.0% |
Exited
| Susquehanna International… | $853,190 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 6 holders, 7.95M shares, $275.94M 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: Q2 2026 ·
Methodology ·
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