IBMT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +4.2% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 341.84K | -59.9% | $8.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 277.97K | +627.7% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 180.10K | +203.2% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 111.80K | +106.6% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 81.89K | +35.8% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 57.27K | 0.0% | $1.47M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 49.15K | New | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 46.36K | +195.7% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 28.50K | +36.7% | $731,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 21.40K | +14.7% | $549,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 16.67K | +3.4% | $427,764 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 14.80K | New | $379,947 | 0.0% | New | 1 | SEC ↗ |
| 13 | Hrt Financial Lp | 13.28K | New | $340,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 6.31K | +6.1% | $162,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 2.53K | New | $65,040 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.60K | 0.0% | $41,067 | 0.0% | Held | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 314 | New | $8,047 | 0.0% | New | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 65 | 0.0% | $1,668 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $1.26M | 0.0% |
| LPL Financial LLC | $379,947 | 0.0% |
| Hrt Financial Lp | $340,000 | 0.0% |
| UBS Group AG | $65,040 | 0.0% |
| JPMorgan Chase | $8,047 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 2.41M shares, $61.49M 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.