IMTB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.6% ·
share flow +13.7% ·
net new positions +12.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1.31M | +11.3% | $57.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wealth Enhancement Advisory… | 276.48K | -28.5% | $12.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 232.67K | +116.0% | $10.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 225.70K | +1.9% | $9.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 173.13K | +90.6% | $7.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 159.53K | -0.3% | $6.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 118.13K | +2.5% | $5.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 99.39K | +130.9% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 91.31K | +6.8% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Jane Street Group, Llc | 47.86K | -28.2% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 46.72K | New | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 43.64K | +37.9% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 35.19K | +9.2% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 30.23K | +28.8% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 24.55K | +12.8% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 13.96K | New | $611,540 | 0.0% | New | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 11.41K | 0.0% | $499,855 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 7.76K | -27.3% | $340,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 5.09K | 0.0% | $222,913 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 20 | Blair William & Co/Il | 1.75K | -6.6% | $76,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 300 | New | $13,146 | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 197 | +1.0% | $8,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citigroup Inc | 179 | 0.0% | $7,844 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 91 | New | $3,988 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | 0.0% | $22 | 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
| Goldman Sachs Group | $2.05M | 0.0% |
| Mercer Global Advisors Inc… | $611,540 | 0.0% |
| Northwestern Mutual Wealth… | $13,146 | 0.0% |
| Fidelity (FMR) | $3,988 | 0.0% |
Exited
| Commonwealth Equity Services… | $275,350 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.