Security record · archived quarter
IBTO
name pending profile ingest
27Tracked holders
0Δ holders
3.59MShares held
$88.10MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +1 | 4.48M | $108.07M | +2 | −1 |
| Q1 2026 | 26 | -1 | 4.25M | $103.68M | +3 | −4 |
| Q4 2025 | 27 | 0 | 3.59M | $88.10M | — | — |
| Q3 2025 | 3 | +1 | 961.14K | $23.69M | +1 | — |
| Q2 2025 | 1 | +1 | 30.53K | $748,339 | +1 | — |
| Q4 2024 | 1 | 0 | 25.89K | $611,733 | — | — |
| Q3 2024 | 1 | +1 | 16.11K | $404,380 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 923.09K | +6.9% | $22.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 923.09K | +6.9% | $22.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 413.70K | — | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 395.94K | — | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 307.34K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 307.34K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 249.28K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 170.53K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 134.35K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 133.84K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 127.15K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 127.15K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 127.15K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 124.36K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 107.75K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 107.75K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 91.25K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 91.25K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 81.72K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 81.72K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 50.21K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 49.47K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | LPL Financial LLC | 44.25K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 34.84K | — | $856,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 28.85K | -63.8% | $708,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 25.69K | — | $630,920 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 23.60K | — | $579,473 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 22.36K | — | $549,001 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 18.90K | +6.0% | $464,016 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 13.22K | — | $324,716 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 8.03K | — | $196,853 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 6.31K | — | $154,912 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.36K | — | $33,417 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 463 | — | $11,401 | 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): 84 holders, 13.19M shares, $318.25M 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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