IBMR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.0% ·
share flow +1.0% ·
net new positions +3.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 2.09M | — | $53.22M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.35M | — | $34.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | HighTower Advisors, LLC | 745.81K | — | $18.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 391.32K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Us Bancorp \De\ | 384.86K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 298.55K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 238.00K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 194.63K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 163.60K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 136.58K | +66.7% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Lido Advisors, LLC | 107.08K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 101.04K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 73.01K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 66.34K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 64.12K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 53.09K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 38.49K | — | $978,772 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 32.20K | — | $818,973 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 32.02K | — | $814,205 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 29.68K | — | $754,738 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 23.25K | — | $591,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 19.74K | — | $502,064 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 15.06K | — | $382,950 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 12.74K | New | $323,876 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.60K | — | $40,586 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 151 | 0.0% | $3,840 | 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
| Goldman Sachs Group | $323,876 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 13.76M shares, $340.06M 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.