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Security record · archived quarter

IVA

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
22Tracked holders
+4Δ holders
12.12MShares held
$67.28MReported value
+9New positions
−5Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +22.2% · share flow +18.4% · net new positions +18.2% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 39.75K $131,977 n/a n/a
Q2 2026 32 +10 25.00M $94.21M +12 −2
Q1 2026 22 +4 12.12M $67.28M +9 −5
Q4 2025 18 +4 10.24M $47.61M +4 n/a
Q3 2025 3 +1 151.81K $878,980 +2 −1
Q2 2025 1 +1 23.38K $72,958 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Millennium Management ✦ 2.99M +12.6% $16.58M 0.0% ▲ Add 3 SEC ↗
2 Franklin Resources Inc 2.46M -1.5% $13.66M 0.0% ▼ Trim 2 SEC ↗
3 UBS Group AG 2.32M -12.3% $12.87M 0.0% ▼ Trim 2 SEC ↗ ×2
4 Point72 Asset Management ✦ 956.22K New $5.31M 0.0% New 1 SEC ↗
5 Ameriprise Financial Inc 844.22K +37.2% $4.69M 0.0% ▲ Add 2 SEC ↗
6 Marshall Wace ✦ 654.21K +280.1% $3.63M 0.0% ▲ Add 2 SEC ↗ ×3
7 Morgan Stanley ✦ 613.36K +20.8% $3.40M 0.0% ▲ Add 3 SEC ↗ ×3
8 Artisan Partners Limited Partnership 323.01K New $1.79M 0.0% New 1 SEC ↗
9 Two Sigma Investments ✦ 226.41K +294.3% $1.26M 0.0% ▲ Add 2 SEC ↗
10 Russell Investments Group, Ltd. 205.64K New $1.14M 0.0% New 1 SEC ↗ ×4
11 Goldman Sachs Group ✦ 184.91K -57.0% $1.03M 0.0% ▼ Trim 2 SEC ↗
12 Commonwealth Equity Services, Llc 77.56K 0.0% $430,460 0.0% Held 2 SEC ↗
13 Jane Street Group, Llc 69.43K New $385,359 0.0% New 1 SEC ↗ ×2
14 Citadel Advisors ✦ 64.95K +341.9% $360,473 0.0% ▲ Add 2 SEC ↗
15 Geode Capital Management ✦ (passive) 31.48K New $174,725 0.0% New 1 SEC ↗
16 Wealth Enhancement Advisory… 26.68K +3.5% $145,967 0.0% ▲ Add 2 SEC ↗
17 New York State Common Retirement… 24.47K New $135,792 0.0% New 1 SEC ↗
18 Cerity Partners LLC 20.00K 0.0% $111,000 0.0% Held 2 SEC ↗
19 Hrt Financial Lp 18.85K New $104,000 0.0% New 1 SEC ↗
20 Blair William & Co/Il 10.00K New $55,500 0.0% New 1 SEC ↗
21 Rhumbline Advisers 2.86K +8.7% $15,880 0.0% ▲ Add 2 SEC ↗
22 Jones Financial Companies Lllp 881 New $5,039 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

Exited

Alyeska Investment Group, L.P. $2.33M was 0.0%
AQR Capital Management $46,500 was 0.0%
Creative Planning $46,500 was 0.0%
Bank Of America Corp /De/ $205 was 0.0%
Citigroup Inc $5 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 52.36M shares, $290.09M 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: Q1 2026 · Methodology · Get this via the API