Security record · archived quarter
IBTK
name pending profile ingest
35Tracked holders
+1Δ holders
17.20MShares held
$339.13MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow +30.0% ·
net new positions +2.9%
— 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
| 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 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.73M | +18.3% | $73.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.73M | +18.3% | $73.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 3.73M | +18.3% | $73.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 2.65M | +46.6% | $52.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.83M | +7.3% | $36.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.83M | +7.3% | $36.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.83M | +7.3% | $36.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.26M | +8222.0% | $24.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 836.48K | +6.3% | $16.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 811.89K | +10.9% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 811.89K | +10.9% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 811.89K | +10.9% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 763.51K | +138.1% | $15.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 707.82K | -5.5% | $13.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 692.57K | +18.1% | $13.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 687.43K | +159.9% | $13.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 598.19K | +96.7% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 598.19K | +96.7% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 500.62K | +11.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 500.62K | +11.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 500.62K | +11.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | LPL Financial LLC | 392.10K | +57.0% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 318.64K | +14.3% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 255.47K | +29.9% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 251.22K | +77.5% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 155.97K | -0.9% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 137.87K | +22.8% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 134.89K | +135.9% | $2.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 100.78K | +4.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 96.08K | +36.4% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 54.38K | +21.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 41.46K | -3.2% | $817,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 38.28K | -83.6% | $753,237 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 35.29K | +37.6% | $695,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 26.01K | -15.8% | $512,959 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 23.28K | 0.0% | $459,141 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Lido Advisors, LLC | 22.29K | +12.5% | $439,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 15.53K | -46.8% | $306,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 5.69K | New | $112,207 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 4.98K | +23.1% | $98,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 3.36K | 0.0% | $66,259 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 2.70K | +39.2% | $53,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.91K | New | $37,692 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 71 | 0.0% | $1,400 | 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
| Fifth Third Bancorp | $112,207 | 0.0% |
| Bank Of Montreal /Can/ | $37,692 | 0.0% |
Exited
| Goldman Sachs Group | $818,249 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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