IBTI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +2.5% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | -4 | 26.21M | $580.21M | — | −4 |
| Q1 2026 | 44 | +5 | 27.28M | $607.77M | +5 | — |
| Q4 2025 | 39 | -1 | 23.60M | $527.93M | — | −1 |
| Q3 2025 | 6 | +1 | 3.77M | $84.45M | +1 | — |
| Q2 2025 | 3 | 0 | 231.70K | $5.18M | — | — |
| Q1 2025 | 1 | +1 | 125.47K | $2.79M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.32M | — | $74.38M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.32M | — | $74.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 171.63K | -9.5% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 133.13K | +225.8% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 124.26K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 19.36K | New | $433,486 | 0.0% | New | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 1.12K | +1.1% | $24,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $433,486 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 249 holders, 61.20M shares, $1.34B 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.