Security record · archived quarter
IBTI
name pending profile ingest
39Tracked holders
-4Δ holders
26.21MShares held
$580.21MReported value
+0New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -9.3% ·
share flow -1.2% ·
net new positions -10.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.47M | +1.5% | $76.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Focus Partners Wealth | 3.43M | +0.2% | $75.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.06M | +12.1% | $67.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.06M | +12.1% | $67.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 2.64M | +9.7% | $58.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.91M | -37.0% | $42.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.91M | -37.0% | $42.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.82M | -6.4% | $40.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.82M | -6.4% | $40.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.82M | -6.4% | $40.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.38M | -2.1% | $30.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.38M | -2.1% | $30.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.34M | +5.5% | $29.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 1.19M | +76.2% | $26.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | LPL Financial LLC | 1.11M | +6.7% | $24.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 804.73K | +0.2% | $17.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 804.73K | +0.2% | $17.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 557.39K | +0.5% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 547.01K | -4.9% | $12.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 541.58K | -42.4% | $11.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 541.58K | -42.4% | $11.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 541.58K | -42.4% | $11.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 399.15K | +23.1% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 391.17K | +1.6% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 391.17K | +1.6% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 313.94K | +10.1% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 300.78K | -1.8% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 126.25K | +22.7% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 121.72K | -1.6% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Captrust Financial Advisors | 114.45K | +5.7% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 88.53K | -1.8% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 82.06K | +25.4% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Creative Planning | 66.53K | +70.4% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 64.17K | -22.9% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 57.37K | +14.0% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Cerity Partners LLC | 51.77K | -14.8% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 40.20K | -19.1% | $890,094 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 33.51K | +28.4% | $746,597 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 33.51K | +28.4% | $746,597 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 31.82K | +8.0% | $704,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 30.98K | +26.5% | $685,632 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cibc World Market Inc. | 30.91K | -0.5% | $684,370 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 24.86K | +28.4% | $550,511 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Fifth Third Bancorp | 24.07K | +389.6% | $532,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 3.05K | 0.0% | $67,527 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 3.05K | 0.0% | $67,527 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 2.30K | +32.9% | $50,871 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 2.30K | +32.9% | $50,871 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.13K | +1.8% | $25,017 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 63 | 0.0% | $1,395 | 0.0% | Held | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 7 | 0.0% | $155 | 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
| No new tracked buyers this quarter. |
Exited
| Susquehanna International… | $892,234 | was 0.0% |
| Jane Street Group, Llc | $443,588 | was 0.0% |
| Quantinno Capital Management… | $404,303 | was 0.0% |
| Rockefeller Capital… | $156 | 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: Q2 2026 ·
Methodology ·
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