Security record · archived quarter
IBHF
name pending profile ingest
32Tracked holders
+3Δ holders
8.99MShares held
$206.28MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +10.3% ·
share flow -14.0% ·
net new positions +9.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 17.86K | $400,167 | +1 | n/a |
| Q2 2026 | 28 | -2 | 7.93M | $179.60M | +3 | −6 |
| Q1 2026 | 32 | +3 | 8.99M | $206.28M | +4 | −1 |
| Q4 2025 | 29 | -1 | 10.45M | $241.16M | n/a | −1 |
| Q3 2025 | 5 | +1 | 1.68M | $39.23M | +1 | n/a |
| Q2 2025 | 1 | -1 | 34.44K | $800,064 | n/a | −1 |
| Q1 2025 | 1 | 0 | 55.48K | $1.29M | n/a | n/a |
| Q4 2024 | 1 | +1 | 56.46K | $1.31M | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.05M | +9.0% | $46.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.66M | +1.0% | $38.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.07M | -0.1% | $24.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.02M | -8.6% | $23.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 840.57K | -56.6% | $19.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 664.52K | -8.9% | $15.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 418.24K | -0.5% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 196.82K | -8.6% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 191.06K | -48.2% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Lido Advisors, LLC | 150.20K | -14.0% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 132.91K | +6.1% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 120.64K | -45.7% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 111.09K | -28.0% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 89.46K | -31.3% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | BlackRock ✦ (passive) | 68.88K | +33.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 28.25K | +8.8% | $648,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 27.64K | +0.1% | $634,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 23.25K | New | $533,642 | 0.0% | New | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 20.95K | +27.6% | $480,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 20.64K | +26.0% | $473,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 18.95K | +6.2% | $434,971 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 12.83K | 0.0% | $294,494 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Creative Planning | 12.53K | -59.6% | $287,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.23K | +3.5% | $256,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 8.72K | New | $200,063 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Rockefeller Capital Management L.P. | 8.68K | +2.7% | $199,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 4.77K | New | $109,403 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 3.64K | +3.0% | $83,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.91K | -42.4% | $66,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 914 | New | $20,979 | 0.0% | New | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 400 | 0.0% | $9,180 | 0.0% | Held | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 341 | -80.8% | $7,823 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $533,642 | 0.0% |
| Bank of New York Mellon Corp | $200,063 | 0.0% |
| Fifth Third Bancorp | $109,403 | 0.0% |
| Fidelity (FMR) | $20,979 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $697,709 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 180 holders, 27.67M shares, $624.66M 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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