Security record · archived quarter
IVES
name pending profile ingest
31Tracked holders
-3Δ holders
1.94MShares held
$73.76MReported value
+6New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -8.8% ·
share flow +4.0% ·
net new positions -9.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 756.78K | +11.7% | $28.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 280.69K | +53.8% | $10.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 241.03K | +228.8% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 241.03K | +228.8% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 112.25K | +12.4% | $4.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Brown Advisory Inc | 112.18K | +271.6% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Brown Advisory Inc | 112.18K | +271.6% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 60.19K | +318.6% | $2.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 55.91K | +5.3% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Qube Research & Technologies Ltd | 53.43K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 44.47K | -82.9% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 43.79K | -4.8% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 35.38K | New | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 23.37K | -4.1% | $890,532 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 16.04K | +20.6% | $610,980 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 14.25K | +16.4% | $542,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cibc World Market Inc. | 12.64K | +12.3% | $481,736 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 12.46K | -0.5% | $475,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 10.00K | 0.0% | $381,000 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 9.42K | -35.8% | $358,948 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 8.41K | New | $320,539 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 8.31K | +12.4% | $316,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 8.31K | +12.4% | $316,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 7.60K | +103.8% | $289,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 7.60K | +103.8% | $289,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 6.28K | +54.3% | $239,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 6.28K | +54.3% | $239,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 3.62K | -98.2% | $136,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 3.10K | +29.2% | $118,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.10K | +29.2% | $118,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 3.10K | +29.2% | $118,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.35K | +4.3% | $89,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 684 | New | $26,060 | 0.0% | New | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 600 | New | $22,842 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 490 | +0.4% | $18,292 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 181 | -7.7% | $6,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS Group AG | 49 | -99.8% | $1,867 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 17 | New | $615 | 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
| Qube Research & Technologies… | $2.04M | 0.0% |
| Renaissance Technologies | $1.35M | 0.0% |
| Fidelity (FMR) | $320,539 | 0.0% |
| Wells Fargo & Company/Mn | $26,060 | 0.0% |
| National Bank Of Canada /Fi/ | $22,842 | 0.0% |
| Jones Financial Companies Lllp | $615 | 0.0% |
Exited
| Susquehanna International… | $1.33M | was 0.0% |
| Focus Partners Wealth | $302,707 | was 0.0% |
| Goldman Sachs Group | $283,955 | was 0.0% |
| Rockefeller Capital… | $112,231 | was 0.0% |
| Simplex Trading, Llc | $106,245 | was 0.0% |
| Group One Trading Llc | $32,257 | was 0.0% |
| Us Bancorp \De\ | $25,533 | was 0.0% |
| BlackRock | $17,022 | was 0.0% |
| Bnp Paribas Financial Markets | $482 | 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: Q2 2026 ·
Methodology ·
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