Security record
IBMR
name pending profile ingest
27Tracked holders
0Δ holders
6.83MShares held
$173.46MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.6% · net new positions -3.7% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.74M | +1.2% | $44.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.71M | +11.0% | $43.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 438.88K | +4.2% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Us Bancorp \De\ | 423.78K | +10.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Lido Advisors, LLC | 338.57K | -2.5% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 281.08K | +13.7% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 266.22K | +4.2% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 262.75K | +48.5% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 233.26K | +4.1% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 197.33K | +8.1% | $5.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Stifel Financial Corp | 171.14K | -0.6% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 133.27K | +49.4% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 113.28K | +0.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 95.51K | +8.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 88.29K | -2.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 82.84K | +0.2% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 75.86K | New | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 44.81K | +7.9% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 32.72K | -14.6% | $830,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 26.53K | New | $673,622 | 0.0% | New | 1 | SEC ↗ |
| 21 | Creative Planning | 26.38K | -19.1% | $669,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 13.58K | New | $344,872 | 0.0% | New | 1 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 13.49K | -1.6% | $342,536 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 12.76K | +130.9% | $323,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 7.92K | -31.8% | $201,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.24K | +3186.8% | $107,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 151 | 0.0% | $3,834 | 0.0% | Held | 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 | $1.93M | 0.0% |
| Citadel Advisors | $673,622 | 0.0% |
| Captrust Financial Advisors | $344,872 | 0.0% |
Exited
| HighTower Advisors, LLC | $18.58M | was 0.0% |
| Jane Street Group, Llc | $1.92M | was 0.0% |
| Mariner, LLC | $816,397 | was 0.0% |
| JPMorgan Chase | $587,352 | was 0.0% |
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.
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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