Security record
IBHI
name pending profile ingest
21Tracked holders
0Δ holders
6.69MShares held
$156.44MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.69M | +54.4% | $39.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.56M | +11.0% | $36.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 964.29K | New | $22.55M | 0.0% | New | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 515.40K | -3.6% | $12.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 488.75K | +32.2% | $11.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 442.89K | +7.0% | $10.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | BlackRock ✦ (passive) | 185.49K | +174.6% | $4.34M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Raymond James Financial Inc | 152.59K | +5.8% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 146.39K | +238.3% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 132.70K | +4.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Mercer Global Advisors Inc /Adv | 120.18K | +10.8% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 59.89K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 44.83K | -34.0% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 43.55K | +11.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 36.95K | -1.4% | $865,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Cetera Investment Advisers | 31.78K | -18.6% | $743,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 21.12K | +122.9% | $494,133 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 19.42K | +13.6% | $454,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 16.54K | 0.0% | $386,847 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 11.09K | -62.4% | $259,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 10.36K | +0.2% | $242,403 | 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
| HighTower Advisors, LLC | $22.55M | 0.0% |
| Jane Street Group, Llc | $1.40M | 0.0% |
Exited
| Bank Of Montreal /Can/ | $48,568 | was 0.0% |
| Fidelity (FMR) | $21,900 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 10.18M shares, $235.03M 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: Q2 2026 ·
Methodology ·
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