Security record · archived quarter
IVES
name pending profile ingest
35Tracked holders
+5Δ holders
1.87MShares held
$52.98MReported value
+8New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +3.8% ·
net new positions +14.3%
— 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
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 677.49K | +24.6% | $19.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 260.68K | New | $7.40M | 0.0% | New | 1 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 206.74K | -20.2% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 182.49K | +28.7% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 99.89K | -36.8% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 73.30K | +38.7% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 73.30K | +38.7% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 53.10K | -25.8% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 47.04K | New | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 46.02K | -1.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Brown Advisory Inc | 30.18K | +51.1% | $856,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Brown Advisory Inc | 30.18K | +51.1% | $856,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 24.37K | +8.1% | $691,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 20.01K | +1205.9% | $567,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Lido Advisors, LLC | 14.67K | +3.7% | $416,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 14.38K | -86.9% | $407,932 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 13.29K | +15.3% | $377,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 12.52K | -91.8% | $355,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 12.24K | -61.3% | $347,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cibc World Market Inc. | 11.26K | -22.2% | $319,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 10.67K | New | $302,707 | 0.0% | New | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 10.01K | New | $283,955 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 10.00K | -17.0% | $283,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 7.39K | New | $209,768 | 0.0% | New | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 4.07K | -17.2% | $115,381 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 4.07K | -17.2% | $115,381 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 3.96K | 0.0% | $112,231 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Cwm, Llc | 3.77K | +13.3% | $107,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Simplex Trading, Llc | 3.75K | -72.6% | $106,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 3.73K | +12.1% | $105,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 3.73K | +12.1% | $105,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $68,088 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $68,088 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $68,088 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 2.25K | New | $63,832 | 0.0% | New | 1 | SEC ↗ |
| 36 | Group One Trading Llc | 1.14K | -12.9% | $32,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 900 | 0.0% | $25,533 | 0.0% | Held | 2 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 600 | New | $17,022 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 488 | +2.5% | $13,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 196 | New | $5,561 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 17 | -67.3% | $482 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Captrust Financial Advisors | $7.40M | 0.0% |
| Susquehanna International… | $1.33M | 0.0% |
| Focus Partners Wealth | $302,707 | 0.0% |
| Goldman Sachs Group | $283,955 | 0.0% |
| Bank Of Montreal /Can/ | $209,768 | 0.0% |
| Northwestern Mutual Wealth… | $63,832 | 0.0% |
| BlackRock | $17,022 | 0.0% |
| Russell Investments Group… | $5,561 | 0.0% |
Exited
| Jane Street Group, Llc | $2.03M | was 0.0% |
| Belvedere Trading LLC | $1.04M | was 0.2% |
| Bank Of America Corp /De/ | $29,239 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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