Security record · archived quarter
IBMQ
name pending profile ingest
36Tracked holders
+2Δ holders
10.37MShares held
$265.20MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +3.3% ·
net new positions +5.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +2 | 10.37M | $265.20M | +2 | — |
| Q1 2026 | 35 | +2 | 10.11M | $258.17M | +3 | −1 |
| Q4 2025 | 33 | 0 | 11.07M | $283.16M | — | — |
| Q3 2025 | 5 | +1 | 405.41K | $10.39M | +1 | — |
| Q2 2025 | 2 | -1 | 2.19K | $55,725 | — | −1 |
| Q1 2025 | 1 | +1 | 22.22K | $561,919 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.55M | +6.1% | $65.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.55M | +6.1% | $65.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.55M | +6.1% | $65.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 2.06M | +0.4% | $52.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 760.01K | -5.7% | $19.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 729.69K | +0.9% | $18.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Us Bancorp \De\ | 729.69K | +0.9% | $18.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 550.67K | -1.5% | $14.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 543.69K | +2.5% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 543.69K | +2.5% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 445.12K | +4.6% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 436.91K | +10.2% | $11.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 301.33K | +0.9% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 272.28K | +2.2% | $6.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 272.28K | +2.2% | $6.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 266.89K | +47.1% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 184.15K | -1.5% | $4.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 184.15K | -1.5% | $4.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 175.78K | -21.6% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 127.20K | +0.3% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 127.20K | +0.3% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 126.84K | +28.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 118.32K | +25.4% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 87.59K | +3.9% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 87.42K | -1.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 82.61K | New | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 63.02K | -16.0% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 50.03K | +115.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 46.36K | +2.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 43.13K | -0.2% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Financial Engines Advisors L.L.C. | 42.79K | -0.1% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 35.00K | 0.0% | $895,300 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 30.23K | +10.3% | $773,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 30.23K | +10.3% | $773,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 29.80K | New | $762,182 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 27.30K | +50.9% | $698,061 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Creative Planning | 24.23K | -21.4% | $619,778 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 18.90K | -79.4% | $483,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 16.91K | -21.2% | $432,674 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 13.53K | 0.0% | $346,174 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 11.92K | -48.1% | $304,862 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 6.38K | +385.8% | $163,152 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.57K | +3.8% | $40,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 590 | +293.3% | $15,092 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $2.11M | 0.0% |
| Goldman Sachs Group | $762,182 | 0.0% |
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: Q2 2026 ·
Methodology ·
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