Security record · archived quarter
IBHJ
name pending profile ingest
13Tracked holders
0Δ holders
458.23KShares held
$12.19MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.3% · 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 | Bank Of America Corp /De/ | 67.64K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Jane Street Group, Llc | 60.41K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 57.34K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 53.61K | +7.6% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 48.09K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 45.06K | +50.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 35.94K | n/a | $956,289 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 21.57K | n/a | $573,858 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 19.18K | n/a | $510,304 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 17.10K | n/a | $455,020 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 16.49K | n/a | $438,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Mercer Global Advisors Inc /Adv | 13.26K | n/a | $352,867 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.55K | n/a | $67,780 | 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): 47 holders, 2.22M shares, $58.29M 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 ·
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