IBMP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.0% ·
share flow +0.9% ·
net new positions -3.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.28M | — | $57.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 2.03M | — | $51.61M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.08M | — | $27.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 968.16K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Us Bancorp \De\ | 714.85K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 584.92K | +20.1% | $14.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 481.01K | — | $12.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Lido Advisors, LLC | 367.95K | — | $9.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 352.86K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 270.57K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 183.32K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 161.92K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 125.94K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 107.01K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 91.05K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 80.92K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 73.00K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 71.15K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 70.95K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 41.87K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 35.42K | — | $899,374 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 35.00K | — | $888,650 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 34.31K | — | $871,087 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 24.52K | — | $622,621 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 24.18K | — | $613,998 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 21.22K | — | $538,812 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 19.73K | — | $500,919 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 19.64K | — | $498,787 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 11.76K | — | $298,529 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 2.73K | — | $69,289 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 573 | -46.4% | $14,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 150 | 0.0% | $3,809 | 0.0% | Held | 3 | 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
| Goldman Sachs Group | $215,952 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 185 holders, 20.52M shares, $508.15M 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.