Security record · archived quarter
IBMQ
name pending profile ingest
33Tracked holders
0Δ holders
11.07MShares held
$283.16MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · 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 | Mercer Global Advisors Inc /Adv | 3.90M | n/a | $99.81M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.27M | n/a | $58.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 772.02K | n/a | $19.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 766.91K | n/a | $19.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 533.32K | n/a | $13.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 438.51K | +18.0% | $11.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 353.69K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 294.48K | n/a | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 292.82K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Lido Advisors, LLC | 220.66K | n/a | $5.66M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 213.65K | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 155.43K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 126.43K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 104.78K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 95.77K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 76.53K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 64.81K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 63.52K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 45.07K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Financial Engines Advisors L.L.C. | 44.20K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 41.35K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 37.08K | n/a | $948,298 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 35.00K | n/a | $895,125 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 21.18K | n/a | $541,809 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Captrust Financial Advisors | 20.88K | n/a | $534,002 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 19.23K | n/a | $491,794 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 17.64K | n/a | $451,015 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 15.01K | -32.8% | $383,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 12.37K | n/a | $316,363 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 8.36K | -1.2% | $213,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.96K | -30.0% | $50,228 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 1.51K | n/a | $38,647 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 150 | 0.0% | $3,836 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 184 holders, 20.58M shares, $510.35M 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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