Security record
IVAL
name pending profile ingest
8Tracked holders
0Δ holders
413.16KShares held
$14.08MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.0% · net new positions 0.0% — formula
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 | HighTower Advisors, LLC | 316.42K | +4.0% | $10.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jane Street Group, Llc | 42.10K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 32.75K | 0.0% | $1.12M | 0.0% | Held | 6 | SEC ↗ |
| 4 | LPL Financial LLC | 9.71K | -1.8% | $330,718 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 9.03K | +7.6% | $307,584 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 2.74K | -70.9% | $93,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 410 | 0.0% | $13,968 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1 | 0.0% | $22 | 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
| Jane Street Group, Llc | $1.43M | 0.0% |
Exited
| Ameriprise Financial Inc | $357,190 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 3.23M shares, $105.83M 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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