Security record · archived quarter
IBHI
name pending profile ingest
17Tracked holders
0Δ holders
4.20MShares held
$99.30MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.31M | +4.8% | $30.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 1.07M | n/a | $25.31M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 577.20K | n/a | $13.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 436.09K | n/a | $10.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 273.13K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 91.80K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 90.67K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 79.95K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 74.89K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 50.67K | +50.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 37.32K | n/a | $882,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cetera Investment Advisers | 35.82K | n/a | $846,396 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 28.94K | n/a | $683,829 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 26.70K | n/a | $630,868 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 16.23K | n/a | $383,491 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 4.05K | n/a | $95,712 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Cwm, Llc | 902 | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
Get this via the API