Security record · archived quarter
IBTK
name pending profile ingest
34Tracked holders
0Δ holders
12.74MShares held
$252.86MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.4% · net new positions 0.0% · formula
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 | Wells Fargo & Company/Mn | 3.15M | n/a | $62.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Mercer Global Advisors Inc /Adv | 1.81M | n/a | $35.90M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.71M | n/a | $33.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cwm, Llc | 786.60K | n/a | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 748.67K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 731.85K | n/a | $14.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | UBS Group AG | 586.58K | n/a | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 448.61K | n/a | $8.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | BlackRock ✦ (passive) | 320.68K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 304.17K | +149.6% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 278.81K | n/a | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 264.51K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 249.81K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 232.86K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 196.73K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 157.41K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 141.58K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 112.25K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 96.56K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 70.45K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 57.19K | -37.3% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 44.87K | n/a | $890,703 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 42.82K | n/a | $849,758 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 41.23K | +227.1% | $818,249 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 30.88K | n/a | $612,708 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 29.19K | n/a | $579,315 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 25.65K | n/a | $509,024 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 23.28K | 0.0% | $462,051 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 19.81K | n/a | $393,227 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 15.18K | n/a | $301,190 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 4.05K | n/a | $80,312 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.36K | n/a | $66,679 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.94K | n/a | $38,532 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 71 | n/a | $1,409 | 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
| 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.
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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