Security record · archived quarter
IBTI
name pending profile ingest
44Tracked holders
+5Δ holders
27.28MShares held
$607.77MReported value
+5New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +12.8% ·
share flow +15.5% ·
net new positions +11.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.42M | +6.0% | $76.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.42M | -0.9% | $76.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 3.04M | +6.6% | $67.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 2.73M | +2.8% | $60.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Mercer Global Advisors Inc /Adv | 2.41M | +5.9% | $53.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.95M | +4.7% | $43.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 1.41M | +37.9% | $31.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.27M | +1299.0% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 1.04M | +22.1% | $23.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 940.68K | +25.6% | $20.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 802.85K | +65.8% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 750.30K | +6.3% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 677.53K | +138.1% | $15.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 575.05K | -2.0% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 554.90K | -0.3% | $12.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 385.04K | +10.5% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 324.31K | +36.0% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 306.13K | +2.5% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 285.03K | +38.2% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 123.64K | -6.0% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 108.33K | +3.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 102.92K | -22.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 90.17K | +2.1% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 83.22K | New | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 65.43K | -15.6% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 60.77K | +134.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 50.33K | +42.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 49.71K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Susquehanna International Group, Llp | 40.04K | -37.0% | $892,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 39.04K | +56.1% | $869,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cibc World Market Inc. | 31.06K | +0.8% | $692,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 29.47K | -4.3% | $656,775 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Lido Advisors, LLC | 26.11K | +27.6% | $581,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 24.48K | +3.8% | $545,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 19.91K | New | $443,588 | 0.0% | New | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 19.36K | 0.0% | $431,510 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 18.14K | New | $404,303 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 4.92K | New | $109,521 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 3.05K | 0.0% | $67,963 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 40 | Bank Of Montreal /Can/ | 1.73K | +0.6% | $38,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.11K | -0.4% | $24,733 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 63 | 0.0% | $1,404 | 0.0% | Held | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 7 | New | $156 | 0.0% | New | 1 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 7 | 0.0% | $156 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.85M | 0.0% |
| Jane Street Group, Llc | $443,588 | 0.0% |
| Quantinno Capital Management… | $404,303 | 0.0% |
| Fifth Third Bancorp | $109,521 | 0.0% |
| JPMorgan Chase | $156 | 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.
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: Q1 2026 ·
Methodology ·
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