IBTK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +16.6% ·
net new positions +20.0%
— 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 | 36 | +2 | 16.93M | $330.81M | +2 | — |
| Q1 2026 | 35 | +1 | 17.20M | $339.13M | +2 | −1 |
| Q4 2025 | 34 | 0 | 12.74M | $252.86M | — | — |
| Q3 2025 | 5 | +1 | 442.43K | $8.79M | +1 | — |
| Q2 2025 | 2 | 0 | 244.88K | $4.86M | — | — |
| Q1 2025 | 1 | +1 | 64.46K | $1.27M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 193.43K | -9.7% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 121.87K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 121.87K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 91.24K | +196.9% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 23.28K | New | $462,750 | 0.0% | New | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 12.60K | — | $250,505 | 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
| AQR Capital Management | $462,750 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 172 holders, 34.96M shares, $675.91M 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.