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Security record · archived quarter

IBHH

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
25Tracked holders
+6Δ holders
4.50MShares held
$105.51MReported value
+6New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +9.2% · 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 Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 +1 6.92K $159,137 +1 n/a
Q2 2026 24 +1 4.74M $111.30M +2 −2
Q1 2026 25 +6 4.50M $105.51M +6 n/a
Q4 2025 19 0 4.12M $97.45M n/a n/a
Q3 2025 2 0 233.41K $5.57M n/a n/a
Q2 2025 1 n/a 33.72K $800,199 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.10M +19.7% $25.80M 0.0% ▲ Add 2 SEC ↗
2 Northwestern Mutual Wealth… 887.33K +1.5% $20.83M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley ✦ 497.63K -14.3% $11.68M 0.0% ▼ Trim 3 SEC ↗ ×2
4 HighTower Advisors, LLC 360.45K +3.6% $8.46M 0.0% ▲ Add 2 SEC ↗
5 Royal Bank Of Canada 258.00K +3.6% $6.05M 0.0% ▲ Add 2 SEC ↗ ×5
6 Raymond James Financial Inc 247.15K +33.3% $5.80M 0.0% ▲ Add 2 SEC ↗ ×3
7 Wells Fargo & Company/Mn 210.42K +45.4% $4.94M 0.0% ▲ Add 2 SEC ↗ ×2
8 Bank Of America Corp /De/ 209.55K +2.0% $4.92M 0.0% ▲ Add 2 SEC ↗ ×2
9 Commonwealth Equity Services, Llc 154.51K -22.6% $3.63M 0.0% ▼ Trim 2 SEC ↗
10 Cetera Investment Advisers 151.67K +0.1% $3.56M 0.0% ▲ Add 2 SEC ↗
11 Jane Street Group, Llc 68.58K New $1.61M 0.0% New 1 SEC ↗
12 BlackRock ✦ (passive) 67.44K +33.3% $1.58M 0.0% ▲ Add 4 SEC ↗
13 UBS Group AG 59.36K +1.2% $1.39M 0.0% ▲ Add 2 SEC ↗
14 Lido Advisors, LLC 47.10K -9.0% $1.11M 0.0% ▼ Trim 2 SEC ↗
15 Citadel Advisors ✦ 30.02K New $704,452 0.0% New 1 SEC ↗
16 Osaic Holdings, Inc. 26.49K -5.7% $621,725 0.0% ▼ Trim 2 SEC ↗ ×2
17 Cerity Partners LLC 24.37K New $571,900 0.0% New 1 SEC ↗
18 Stifel Financial Corp 23.91K +89.5% $561,239 0.0% ▲ Add 2 SEC ↗
19 Envestnet Asset Management Inc 19.62K +108.5% $460,467 0.0% ▲ Add 2 SEC ↗
20 Mercer Global Advisors Inc /Adv 19.19K -39.7% $450,471 0.0% ▼ Trim 2 SEC ↗
21 Captrust Financial Advisors 17.91K +15.7% $420,277 0.0% ▲ Add 2 SEC ↗
22 Baird Financial Group, Inc. 11.25K New $264,038 0.0% New 1 SEC ↗
23 National Bank Of Canada /Fi/ 2.86K New $67,096 0.0% New 1 SEC ↗
24 Fidelity (FMR) ✦ 912 New $21,396 0.0% New 1 SEC ↗
25 Cwm, Llc 670 0.0% $15,725 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $1.61M 0.0%
Citadel Advisors $704,452 0.0%
Cerity Partners LLC $571,900 0.0%
Baird Financial Group, Inc. $264,038 0.0%
National Bank Of Canada /Fi/ $67,096 0.0%
Fidelity (FMR) $21,396 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 12.55M shares, $291.03M 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 · Get this via the API