Security record · archived quarter
IBHK
name pending profile ingest
8Tracked holders
0Δ holders
155.05KShares held
$4.01MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.4% · 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 | Jane Street Group, Llc | 68.31K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 38.36K | n/a | $991,581 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Captrust Financial Advisors | 11.93K | n/a | $308,261 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 10.83K | +267.2% | $279,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 9.57K | n/a | $247,385 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 8.98K | n/a | $232,081 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 5.49K | n/a | $142,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 1.59K | n/a | $41,152 | 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): 33 holders, 968.80K shares, $24.65M 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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