IQSU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +11.1% ·
net new positions +15.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | +2 | 362.67K | $22.70M | +2 | — |
| Q1 2026 | 11 | -1 | 326.32K | $16.71M | +1 | −2 |
| Q4 2025 | 12 | +2 | 374.91K | $20.53M | +2 | — |
| Q3 2025 | 2 | -1 | 1.91K | $101,804 | — | −1 |
| Q2 2025 | 2 | 0 | 5.29K | $262,542 | — | — |
| Q1 2025 | 1 | 0 | 10.30K | $467,167 | — | — |
| Q4 2024 | 1 | -1 | 14.90K | $721,309 | — | −1 |
| Q3 2024 | 2 | +2 | 23.39K | $1.12M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 162.32K | +22.8% | $10.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Captrust Financial Advisors | 50.51K | +0.7% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 50.40K | 0.0% | $3.15M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 35.87K | +0.7% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 22.28K | New | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 20.05K | +7.2% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 8.00K | -67.1% | $500,752 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 5.05K | New | $316,100 | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.83K | -63.6% | $239,547 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 1.89K | 0.0% | $118,365 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.73K | -3.1% | $108,502 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 636 | +0.3% | $39,856 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 94 | 0.0% | $5,899 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.39M | 0.0% |
| Ameriprise Financial Inc | $316,100 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 5.30M shares, $271.20M 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.