Security record
IVEP
name pending profile ingest
5Tracked holders
+5Δ holders
152.06KShares held
$4.25MReported value
+5New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 86.94K | New | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 31.11K | New | $869,861 | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 14.87K | New | $415,651 | 0.0% | New | 1 | SEC ↗ |
| 4 | Captrust Financial Advisors | 10.05K | New | $281,015 | 0.0% | New | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 9.09K | New | $254,116 | 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
| Commonwealth Equity Services… | $2.43M | 0.0% |
| Cetera Investment Advisers | $869,861 | 0.0% |
| Envestnet Asset Management Inc | $415,651 | 0.0% |
| Captrust Financial Advisors | $281,015 | 0.0% |
| Susquehanna International… | $254,116 | 0.0% |
Exited
| No tracked exits this quarter. |
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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