% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IQSI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | New York Life Investment Management LLC | 5,131,3265.1M | $181M | — | ADD 6% |
| 2 | NYL Investors LLC | 173,108173,108 | $6M | — | — |
| 3 | Ascentis Independent Advisors | 52,85252,852 | $2M | — | NEW |
| 4 | FLOW TRADERS U.S. LLC | 47,61247,612 | $2M | — | TRIM -16% |
| 5 | Focus Partners Wealth | 36,78136,781 | $1M | — | — |
| 6 | SEEDS INVESTOR LLC | 33,34333,343 | $1M | — | TRIM -65% |
| 7 | Orion Porfolio Solutions, LLC | 31,47231,472 | $1M | — | TRIM -10% |
| 8 | Paul R. Ried Financial Group, LLC | 26,61326,613 | $937,901 | — | — |
| 9 | RAYMOND JAMES FINANCIAL INC | 21,48121,481 | $757,038 | — | ADD 5% |
| 10 | JANE STREET GROUP, LLC | 21,19421,194 | $746,923 | — | ADD 73% |
| 11 | MORGAN STANLEY | 16,85716,857 | $594,081 | — | ADD 19% |
| 12 | CAPTRUST FINANCIAL ADVISORS | 16,23916,239 | $572,315 | — | — |
| 13 | Golden State Wealth Management, LLC | 11,15711,157 | $393,203 | — | — |
| 14 | Rossby Financial, LCC | 10,48510,485 | $375,476 | — | ADD 24% |
| 15 | KWB Wealth | 10,58410,584 | $372,262 | — | TRIM -7% |
| 16 | LPL Financial LLC | 6,6156,615 | $233,132 | — | TRIM -26% |
| 17 | OSAIC HOLDINGS, INC. | 3,6113,611 | $127,259 | — | ADD 12% |
| 18 | HARBOUR INVESTMENTS, INC. | 3,4233,423 | $120,634 | — | TRIM -19% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| New York Life Investment Management LLC | 6.1M | 5.4M | 5.0M | 5.0M | 4.9M | 5.1M | $181M |
| NYL Investors LLC | 173K | 173K | 173K | 173K | 173K | 173K | $6M |
| Ascentis Independent Advisors | 45K | 52K | 46K | 49K | — | 53K | $2M |
| FLOW TRADERS U.S. LLC | — | — | — | 9K | 57K | 48K | $2M |
| Focus Partners Wealth | 91K | 18K | 38K | 58K | 37K | 37K | $1M |
| SEEDS INVESTOR LLC | 80K | 73K | 110K | 137K | 94K | 33K | $1M |
| Orion Porfolio Solutions, LLC | 46K | 44K | 37K | 37K | 35K | 31K | $1M |
| Paul R. Ried Financial Group, LLC | 22K | 25K | 24K | 24K | 26K | 27K | $937,901 |
| RAYMOND JAMES FINANCIAL INC | 15K | 16K | 18K | 21K | 20K | 21K | $757,038 |
| JANE STREET GROUP, LLC | — | 36K | — | — | 12K | 21K | $746,923 |
| MORGAN STANLEY | 15K | 18K | 17K | 18K | 14K | 17K | $594,081 |
| CAPTRUST FINANCIAL ADVISORS | — | 16K | 16K | 16K | 16K | 16K | $572,315 |
| Golden State Wealth Management, LLC | 2K | 3K | 5K | 5K | 11K | 11K | $393,203 |
| Rossby Financial, LCC | — | — | — | 9K | 8K | 10K | $375,476 |
| KWB Wealth | — | — | 10K | 9K | 11K | 11K | $372,262 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| New York Life Investment Management LLC | +281,245 | $10M | ADD |
| Ascentis Independent Advisors | +52,852 | $2M | OPEN |
| JANE STREET GROUP, LLC | +8,976 | $316,334 | ADD |
| MORGAN STANLEY | +2,737 | $96,458 | ADD |
| Rossby Financial, LCC | +2,028 | $71,471 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SEEDS INVESTOR LLC | −61,154 | $2M | TRIM |
| FLOW TRADERS U.S. LLC | −9,297 | $327,647 | TRIM |
| Kestra Advisory Services, LLC | −3,570 | $125,815 | CLOSE |
| Orion Porfolio Solutions, LLC | −3,413 | $120,282 | TRIM |
| NewEdge Advisors, LLC | −2,570 | $90,572 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 18 | 5,654,753 | — | $199M |
| 2025-Q4 | 21 | 5,389,257 | — | $190M |
| 2025-Q3 | 23 | 5,886,892 | — | $200M |
| 2025-Q2 | 21 | 5,697,133 | — | $189M |
| 2025-Q1 | 19 | 6,031,223 | — | $182M |
| 2024-Q4 | 16 | 6,753,315 | — | $193M |
| 2024-Q3 | 15 | 5,289,989 | — | $166M |
| 2024-Q2 | 16 | 5,364,839 | — | $158M |
| 2024-Q1 | 18 | 5,905,458 | — | $176M |
| 2023-Q4 | 19 | 6,904,029 | — | $193M |
| 2023-Q3 | 15 | 6,851,970 | — | $176M |
| 2023-Q2 | 10 | 6,577,956 | — | $179M |
| 2023-Q1 | 12 | 7,056,309 | — | $187M |
| 2022-Q4 | 11 | 7,139,956 | — | $177M |
| 2022-Q3 | 9 | 7,795,395 | — | $164M |
| 2022-Q2 | 9 | 7,365,328 | — | $174M |
| 2022-Q1 | 9 | 7,446,402 | — | $206M |
| 2021-Q4 | 10 | 6,979,144 | — | $209M |
| 2021-Q3 | 9 | 6,734,211 | — | $197M |
| 2021-Q2 | 8 | 6,335,880 | — | $188M |
| 2021-Q1 | 8 | 5,773,772 | — | $165M |
| 2020-Q4 | 6 | 4,831,350 | — | $132M |
| 2020-Q3 | 5 | 4,632,211 | — | $121M |
| 2020-Q2 | 4 | 4,234,419 | — | $97M |
| 2020-Q1 | 2 | 432,786 | — | $9M |
| 2019-Q4 | 2 | 441,245 | — | $11M |
