Security record · archived quarter
IYRI
name pending profile ingest
9Tracked holders
0Δ holders
64.83KShares held
$3.07MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +20.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 22.14K | -30.9% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 16.86K | New | $797,474 | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 10.58K | +8.1% | $500,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 6.32K | +3.3% | $298,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.96K | +296.3% | $187,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 2.81K | +0.1% | $133,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 2.03K | New | $95,904 | 0.0% | New | 1 | SEC ↗ |
| 8 | Simplex Trading, Llc | 119 | -55.9% | $5,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1 | n/a | $37 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Stifel Financial Corp | $797,474 | 0.0% |
| Us Bancorp \De\ | $95,904 | 0.0% |
Exited
| UBS Group AG | $79,024 | was 0.0% |
| Osaic Holdings, Inc. | $9,720 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 817.75K shares, $38.96M 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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