Security record · archived quarter
IBTO
name pending profile ingest
26Tracked holders
-1Δ holders
4.25MShares held
$103.68MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +18.5% ·
net new positions -3.8%
— formula
Concentrated accumulation — rising shares among fewer 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 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 988.80K | +7.1% | $24.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 988.80K | +7.1% | $24.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 603.29K | +45.8% | $14.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 403.31K | +1.9% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 339.19K | +153.4% | $8.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 323.43K | +5.2% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 323.43K | +5.2% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 267.45K | +7.3% | $6.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 178.42K | +4.6% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 156.33K | +16.4% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 136.25K | +66.7% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 136.25K | +66.7% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 136.12K | +9.4% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 135.38K | +25.6% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 135.38K | +25.6% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 127.17K | 0.0% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 127.17K | 0.0% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 127.17K | 0.0% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 97.58K | New | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 92.91K | +1.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 92.91K | +1.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 50.21K | 0.0% | $1.22M | 0.0% | Held | 2 | SEC ↗ |
| 23 | LPL Financial LLC | 46.00K | +4.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 34.83K | 0.0% | $849,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 26.97K | +5.0% | $657,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 23.77K | +0.7% | $579,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 23.19K | New | $565,551 | 0.0% | New | 1 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 18.98K | -15.1% | $462,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 17.83K | -5.7% | $434,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 13.58K | +2.7% | $331,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 5.10K | -19.1% | $124,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 3.65K | New | $88,998 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.37K | +0.7% | $33,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Sei Investments Co | $2.38M | 0.0% |
| Susquehanna International… | $565,551 | 0.0% |
| Fifth Third Bancorp | $88,998 | 0.0% |
Exited
| Jane Street Group, Llc | $1.21M | was 0.0% |
| Citadel Advisors | $708,436 | was 0.0% |
| National Bank Of Canada /Fi/ | $196,853 | was 0.0% |
| Bank Of Montreal /Can/ | $11,401 | was 0.0% |
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: Q1 2026 ·
Methodology ·
Get this via the API