Security record · archived quarter
IVOL
name pending profile ingest
27Tracked holders
0Δ holders
8.48MShares held
$162.42MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
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 | 21 | -3 | 2.32M | $40.17M | +3 | −6 |
| Q1 2026 | 25 | -2 | 8.73M | $163.43M | +2 | −4 |
| Q4 2025 | 27 | 0 | 8.48M | $162.42M | — | — |
| Q3 2025 | 4 | 0 | 962.16K | $18.55M | — | — |
| Q2 2025 | 2 | +1 | 63.07K | $1.23M | +1 | — |
| Q1 2025 | 1 | 0 | 43.08K | $804,716 | — | — |
| Q4 2024 | 1 | 0 | 233.17K | $4.14M | — | — |
| Q3 2024 | 1 | 0 | 126.54K | $2.44M | — | — |
| Q2 2024 | 1 | — | 16.82K | $311,357 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 5.22M | — | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 832.14K | — | $15.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 832.14K | — | $15.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 660.79K | — | $12.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 660.79K | — | $12.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 510.98K | -44.7% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 510.98K | -44.7% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 510.98K | -44.7% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 396.44K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 208.85K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 208.85K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 208.85K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 123.55K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 113.53K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 80.00K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 71.36K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 66.76K | +177.6% | $1.28M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Us Bancorp \De\ | 38.20K | — | $731,912 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 38.20K | — | $731,912 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 34.86K | — | $667,840 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 26.53K | — | $508,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 23.39K | — | $448,248 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 15.93K | — | $305,123 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 13.04K | — | $249,866 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 10.89K | -19.8% | $208,614 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 10.35K | — | $198,239 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Simplex Trading, Llc | 10.29K | — | $197,098 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 4.02K | — | $77,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 3.35K | — | $64,186 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 3.14K | — | $60,143 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 2.45K | — | $46,942 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 200 | — | $3,832 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 190 | — | $3,640 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 2 | — | $38 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 8.33M shares, $153.16M 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 ·
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