IBHI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +29.4% ·
share flow +8.9% ·
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 Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 6.69M | $156.44M | +2 | −2 |
| Q1 2026 | 22 | +5 | 4.57M | $106.50M | +5 | — |
| Q4 2025 | 17 | 0 | 4.20M | $99.30M | — | — |
| Q3 2025 | 2 | 0 | 1.28M | $30.53M | — | — |
| Q2 2025 | 1 | — | 33.78K | $800,201 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.40M | +7.3% | $32.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.40M | +7.3% | $32.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.09M | +2.0% | $25.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 534.86K | -7.3% | $12.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 414.01K | -5.1% | $9.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 414.01K | -5.1% | $9.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 369.59K | +35.3% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 144.29K | +57.2% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 144.29K | +57.2% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 126.55K | +39.6% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 126.55K | +39.6% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 108.46K | +306.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 67.87K | -9.4% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 67.55K | +33.3% | $1.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 43.27K | +49.5% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 39.16K | -51.0% | $911,669 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 39.02K | +8.9% | $908,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 37.49K | +0.5% | $873,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 37.49K | +0.5% | $873,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 37.49K | +0.5% | $873,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 37.49K | +0.5% | $873,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 29.52K | New | $687,291 | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 17.10K | New | $398,070 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 16.54K | +1.9% | $385,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 10.34K | New | $240,774 | 0.0% | New | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 9.48K | +134.1% | $220,682 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 9.48K | +134.1% | $220,682 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 2.09K | New | $48,568 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 941 | New | $21,900 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cwm, Llc | 902 | 0.0% | $21,001 | 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
| Citadel Advisors | $687,291 | 0.0% |
| Stifel Financial Corp | $398,070 | 0.0% |
| Cerity Partners LLC | $240,774 | 0.0% |
| Bank Of Montreal /Can/ | $48,568 | 0.0% |
| Fidelity (FMR) | $21,900 | 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.