IBHG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +2.9% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 221.33K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | JPMorgan Chase ✦ | 68.66K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 35.50K | -0.1% | $798,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 9.48K | New | $213,138 | 0.0% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 53 | -18.5% | $1,198 | 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
| Citadel Advisors | $213,138 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 11.90M shares, $260.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.