Security record · archived quarter
IXG
name pending profile ingest
43Tracked holders
+2Δ holders
1.75MShares held
$211.83MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.9% ·
share flow -0.1% ·
net new positions +4.7%
— 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 | 41 | +1 | 1.38M | $171.43M | +3 | −2 |
| Q1 2026 | 41 | -2 | 1.33M | $151.66M | +3 | −5 |
| Q4 2025 | 43 | +2 | 1.75M | $211.83M | +2 | — |
| Q3 2025 | 5 | -1 | 447.24K | $52.18M | — | −1 |
| Q2 2025 | 4 | 0 | 93.93K | $10.41M | — | — |
| Q1 2025 | 2 | +1 | 28.17K | $2.90M | +1 | — |
| Q4 2024 | 1 | 0 | 3.32K | $318,619 | — | — |
| Q3 2024 | 1 | -1 | 5.48K | $518,109 | — | −1 |
| Q2 2024 | 2 | — | 22.59K | $1.92M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 379.65K | -4.0% | $45.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 379.65K | -4.0% | $45.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Pictet Asset Management Holding SA | 337.66K | — | $41.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 287.13K | — | $34.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 287.13K | — | $34.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 287.13K | — | $34.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 287.13K | — | $34.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 106.70K | — | $12.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 87.22K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 82.39K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 82.39K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 82.39K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 68.61K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 57.41K | — | $6.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 52.12K | — | $6.30M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 43.74K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 43.74K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 43.74K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 43.74K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 37.75K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 37.75K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 37.75K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 34.06K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 34.06K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 33.08K | -15.8% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 32.60K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 14.46K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 11.29K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 11.29K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 11.29K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 10.57K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 8.07K | New | $974,775 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fisher Asset Management ✦ | 6.68K | -1.5% | $806,877 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Cetera Investment Advisers | 5.25K | — | $633,698 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 4.73K | — | $571,694 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 4.38K | — | $529,063 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.26K | — | $514,212 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 4.16K | — | $502,970 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 3.98K | — | $481,132 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mirae Asset Global Investments Co.… | 3.77K | — | $455,378 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 3.70K | — | $447,165 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 3.19K | — | $385,535 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 2.89K | — | $348,842 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 2.59K | — | $313,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 2.42K | — | $300,107 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cibc World Market Inc. | 2.24K | — | $270,086 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 2.19K | — | $264,892 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 2.19K | — | $264,892 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 2.19K | — | $264,892 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 2.16K | — | $261,141 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.13K | -49.9% | $257,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.13K | -49.9% | $257,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 1.99K | — | $240,971 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 1.71K | +10.8% | $206,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Barclays Plc | 517 | — | $62,448 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Franklin Resources Inc | 510 | — | $61,603 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Blair William & Co/Il | 488 | — | $58,946 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Assetmark, Inc | 252 | — | $30,439 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 125 | — | $15,099 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 30 | — | $3,624 | 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
| Citadel Advisors | $1.75M | 0.0% |
| Goldman Sachs Group | $974,775 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 133 holders, 1.93M shares, $214.37M 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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