Security record · archived quarter
IBTH
name pending profile ingest
39Tracked holders
-2Δ holders
24.10MShares held
$541.46MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -4.9% ·
share flow +0.8% ·
net new positions -5.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -2 | 27.75M | $620.68M | — | −2 |
| Q1 2026 | 43 | +4 | 27.27M | $611.75M | +4 | — |
| Q4 2025 | 39 | -2 | 24.10M | $541.46M | — | −2 |
| Q3 2025 | 6 | +2 | 3.74M | $84.33M | +2 | — |
| Q2 2025 | 2 | 0 | 332.76K | $7.48M | — | — |
| Q1 2025 | 1 | +1 | 225.29K | $5.05M | +1 | — |
| Q3 2024 | 1 | +1 | 58.73K | $1.33M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.60M | +2.7% | $80.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.52M | — | $56.53M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.52M | — | $56.53M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 2.28M | — | $51.18M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 1.75M | — | $39.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.73M | — | $38.97M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.73M | — | $38.97M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.73M | — | $38.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 1.41M | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 1.28M | — | $28.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 638.02K | — | $14.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 612.83K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 612.83K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 612.83K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 601.40K | — | $13.52M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 601.40K | — | $13.52M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 541.95K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 453.18K | — | $10.18M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 340.20K | — | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 323.08K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 291.95K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 291.95K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 282.89K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 277.75K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 273.88K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 266.27K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 190.91K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 185.75K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 181.79K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 133.15K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 78.98K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 78.98K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 61.45K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 51.40K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 41.98K | — | $945,387 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 31.97K | +253.2% | $718,388 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Cibc World Market Inc. | 31.32K | — | $703,850 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 30.60K | — | $687,515 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 30.60K | — | $687,515 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 30.60K | — | $687,515 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 23.45K | — | $527,034 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 22.37K | — | $502,654 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 22.06K | +6.9% | $495,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 7.00K | — | $157,309 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 2.37K | — | $53,276 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.37K | — | $53,276 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 1.70K | — | $38,258 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 1.00K | — | $22,470 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Franklin Resources Inc | 456 | — | $10,246 | 0.0% | n/c | 1 | 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
| Goldman Sachs Group | $745,457 | was 0.0% |
| Fidelity (FMR) | $44,016 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 310 holders, 78.01M shares, $1.72B 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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