Security record · archived quarter
IBMP
name pending profile ingest
32Tracked holders
-1Δ holders
10.37MShares held
$263.36MReported value
+0New positions
−1Exits
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
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 10.45M | $265.53M | +1 | −2 |
| Q1 2026 | 35 | +3 | 10.32M | $262.59M | +4 | −1 |
| Q4 2025 | 32 | -1 | 10.37M | $263.36M | — | −1 |
| Q3 2025 | 4 | -1 | 496.68K | $12.65M | — | −1 |
| Q2 2025 | 3 | 0 | 27.19K | $689,298 | — | — |
| Q1 2025 | 1 | 0 | 20.01K | $505,802 | — | — |
| Q4 2024 | 1 | +1 | 13.35K | $335,644 | +1 | — |
Who holds it · 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 ↗ |
| 2 | Bank Of America Corp /De/ | 2.28M | — | $57.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.28M | — | $57.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 2.03M | — | $51.61M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.08M | — | $27.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.08M | — | $27.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 968.16K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Us Bancorp \De\ | 714.85K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Us Bancorp \De\ | 714.85K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 584.92K | +20.1% | $14.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 481.01K | — | $12.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Lido Advisors, LLC | 367.95K | — | $9.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 352.86K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 352.86K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 270.57K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 183.32K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 161.92K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 161.92K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 125.94K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 107.01K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 91.05K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 80.92K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 80.92K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 73.00K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 71.15K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 70.95K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 41.87K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 35.42K | — | $899,374 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 35.00K | — | $888,650 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 34.31K | — | $871,087 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 24.52K | — | $622,621 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 24.18K | — | $613,998 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 21.22K | — | $538,812 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 19.73K | — | $500,919 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 19.64K | — | $498,787 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 11.76K | — | $298,529 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 2.73K | — | $69,289 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 573 | -46.4% | $14,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | 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.
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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