Security record · archived quarter
IVES
name pending profile ingest
30Tracked holders
+2Δ holders
1.80MShares held
$56.78MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -0.9% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -3 | 1.94M | $73.76M | +6 | −9 |
| Q1 2026 | 35 | +5 | 1.87M | $52.98M | +8 | −3 |
| Q4 2025 | 30 | +2 | 1.80M | $56.78M | +2 | — |
| Q3 2025 | 2 | 0 | 144.20K | $4.63M | — | — |
| Q2 2025 | 1 | +1 | 179.92K | $4.88M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 543.80K | — | $17.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 258.97K | — | $8.18M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 158.02K | — | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 141.77K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 109.62K | -23.5% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 71.58K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 64.31K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 64.31K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 52.83K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 52.83K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 46.87K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Belvedere Trading LLC | 32.83K | — | $1.04M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 31.61K | — | $999,321 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 22.56K | — | $712,980 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Brown Advisory Inc | 19.98K | — | $631,410 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cibc World Market Inc. | 14.47K | — | $457,270 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 14.14K | — | $447,705 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Simplex Trading, Llc | 13.66K | — | $431,855 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 12.05K | New | $380,901 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 11.53K | — | $364,470 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 4.92K | New | $155,364 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 4.92K | New | $155,364 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 4.92K | New | $155,364 | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 3.96K | — | $125,048 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 3.33K | — | $105,197 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 3.33K | — | $105,197 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 3.33K | — | $105,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.40K | — | $75,864 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.40K | — | $75,864 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.40K | — | $75,864 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS Group AG | 1.53K | — | $48,427 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Group One Trading Llc | 1.30K | — | $41,251 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 925 | — | $29,239 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 900 | — | $28,449 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 476 | -51.2% | $15,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 52 | — | $1,644 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $380,901 | 0.0% |
| Morgan Stanley | $155,364 | 0.0% |
| Morgan Stanley | $155,364 | 0.0% |
| Morgan Stanley | $155,364 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 119 holders, 5.11M shares, $109.68M 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: Q4 2025 ·
Methodology ·
Get this via the API