Security record · archived quarter
IBTI
name pending profile ingest
39Tracked holders
-1Δ holders
23.60MShares held
$527.93MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow +0.1% ·
net new positions -2.6%
· 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
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.45M | +3.9% | $77.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Focus Partners Wealth | 3.23M | n/a | $72.17M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.85M | n/a | $63.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 2.65M | n/a | $59.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Mercer Global Advisors Inc /Adv | 2.27M | n/a | $50.81M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.86M | n/a | $41.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | UBS Group AG | 1.02M | n/a | $22.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 852.66K | n/a | $19.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 749.23K | n/a | $16.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cwm, Llc | 705.55K | n/a | $15.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 586.79K | n/a | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 556.66K | n/a | $12.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 484.38K | n/a | $10.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 348.51K | n/a | $7.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Financial Engines Advisors L.L.C. | 298.83K | n/a | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 284.56K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 238.38K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 206.16K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 132.07K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 131.47K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 104.51K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 90.81K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 88.27K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 77.48K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 63.55K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 49.51K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Goldman Sachs Group ✦ | 35.42K | -71.5% | $792,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cibc World Market Inc. | 30.82K | n/a | $689,555 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 30.78K | n/a | $688,487 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 25.90K | n/a | $579,298 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 25.00K | n/a | $559,192 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 23.59K | n/a | $527,584 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 20.45K | n/a | $457,592 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 19.36K | 0.0% | $433,098 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 3.05K | n/a | $68,213 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Bank Of Montreal /Can/ | 1.72K | n/a | $38,429 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 1.11K | -0.3% | $24,919 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 63 | n/a | $1,409 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 7 | n/a | $157 | 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
| Citadel Advisors | $2.98M | was 0.0% |
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.
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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