Security record · archived quarter
IWC
name pending profile ingest
7Tracked holders
0Δ holders
539.75KShares held
$80.47MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 0 | 2.26M | $452.19M | +4 | −4 |
| Q1 2026 | 58 | +7 | 2.38M | $379.66M | +9 | −2 |
| Q4 2025 | 50 | -2 | 2.30M | $362.89M | — | −2 |
| Q3 2025 | 7 | 0 | 539.75K | $80.47M | — | — |
| Q2 2025 | 4 | +1 | 43.38K | $5.54M | +1 | — |
| Q1 2025 | 2 | -1 | 44.38K | $4.92M | — | −1 |
| Q4 2024 | 3 | 0 | 27.27K | $3.56M | — | — |
| Q3 2024 | 3 | 0 | 31.41K | $3.87M | — | — |
| Q2 2024 | 3 | — | 55.94K | $6.38M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 319.01K | — | $47.56M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 96.51K | — | $14.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 96.51K | — | $14.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 96.51K | — | $14.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 96.51K | — | $14.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 96.51K | — | $14.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 78.86K | — | $11.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 78.86K | — | $11.76M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 78.86K | — | $11.76M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 78.86K | — | $11.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 78.86K | — | $11.76M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 78.86K | — | $11.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 24.30K | -16.3% | $3.62M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 12.10K | +95.2% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 6.47K | +21.6% | $964,580 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 6.47K | +21.6% | $964,580 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 2.50K | -11.4% | $373,089 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 265 holders, 4.58M shares, $712.25M 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: Q3 2025 ·
Methodology ·
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