Security record · archived quarter
IMTB
name pending profile ingest
22Tracked holders
0Δ holders
2.59MShares held
$114.71MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · 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 | 23 | -2 | 2.92M | $127.09M | +1 | −3 |
| Q1 2026 | 25 | +3 | 2.95M | $129.27M | +4 | −1 |
| Q4 2025 | 22 | 0 | 2.59M | $114.71M | +1 | −1 |
| Q3 2025 | 3 | 0 | 260.20K | $11.50M | +1 | −1 |
| Q2 2025 | 1 | +1 | 7.59K | $331,195 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1.17M | — | $51.84M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Mariner, LLC | 1.17M | — | $51.84M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 386.90K | — | $17.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 221.42K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 221.42K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 160.06K | — | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 115.19K | +1.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 107.72K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 107.72K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 90.85K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 85.52K | -41.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 85.52K | -41.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 85.52K | -41.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 66.66K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 43.04K | New | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 32.23K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 32.23K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 31.64K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 31.64K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 31.64K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 23.47K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 21.77K | — | $962,289 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 11.41K | — | $504,190 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 10.68K | — | $471,846 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 6.23K | — | $275,350 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 5.09K | — | $224,845 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 5.09K | — | $224,845 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 1.87K | — | $82,654 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 195 | — | $8,655 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 179 | — | $7,912 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1 | — | $44 | 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
| Citadel Advisors | $1.90M | 0.0% |
Exited
| Fidelity (FMR) | $1,591 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 60 holders, 4.53M shares, $197.36M 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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