Who owns IBMO
Which tracked institutional funds hold IBMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBMO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
24 tracked funds added or opened IBMO while 23 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IBMO’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IBMO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBMO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 192 tracked filers holding IBMO, 81 increased or opened the position and 72 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IBMO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- ENVESTNET ASSET MANAGEMENT INC$5M
- Wolfstich Capital, LLC$2M
- SUMMITPOINT CAPITAL MANAGEMENT$1M
- O'Domhnaill Enterprises, Inc.$1M
- JPMORGAN CHASE & CO$828K
- Investment Research Partners LLC$775K
Full exits 2
- NewEdge Advisors, LLC$18M
- MEMBERS WEALTH LLC$575K
Largest adds
- Lido Advisors, LLC$5M
- Paradiem, LLC$4M
- JANE STREET GROUP, LLC$2M
- Cetera Investment Advisers$1M
- MORGAN STANLEY$1M
- Cyndeo Wealth Partners, LLC$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
- MERCER GLOBAL ADVISORS INC /ADV$14M
- Quantum Financial Advisors, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- Belpointe Asset Management LLC$1M
- SENTINEL PENSION ADVISORS, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,987,582 | $51M | 11.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,577,995 | $40M | 8.8% | 2026-Q1 |
| Rossmore Private Capital trimmed | 1,443,287 | $37M | 8.0% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 643,862 | $17M | 3.6% | 2026-Q1 |
| Lido Advisors, LLC added | 568,737 | $15M | 3.2% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC added | 525,143 | $13M | 2.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 463,630 | $12M | 2.6% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 459,491 | $12M | 2.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 404,317 | $10M | 2.3% | 2026-Q1 |
| Hills Bank & Trust Co trimmed | 390,183 | $10M | 2.2% | 2026-Q1 |
| UBS Group AG trimmed | 381,308 | $10M | 2.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 366,495 | $9M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 332,002 | $9M | 1.9% | 2026-Q1 |
| Covington Investment Advisors Inc. trimmed | 323,935 | $8M | 1.8% | 2026-Q1 |
| Paradiem, LLC added | 294,149 | $8M | 1.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 268,149 | $7M | 1.5% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 255,821 | $7M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 253,070 | $6M | 1.4% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 231,642 | $6M | 1.3% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 227,642 | $6M | 1.3% | 2026-Q1 |
| Praetorian Wealth Management, Inc. trimmed | 214,612 | $6M | 1.2% | 2026-Q1 |
| CENTRAL TRUST Co added | 206,146 | $5M | 1.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 189,709 | $5M | 1.1% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 184,176 | $5M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 182,173 | $5M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 178,247 | $5M | 1.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 167,291 | $4M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 154,790 | $4M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 140,452 | $4M | 0.8% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 133,110 | $3M | 0.7% | 2026-Q1 |
| PSI Advisors, LLC | 131,848 | $3M | 0.7% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 127,878 | $3M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 104,961 | $3M | 0.6% | 2026-Q1 |
| Wick Capital Partners, LLC trimmed | 104,047 | $3M | 0.6% | 2026-Q1 |
| ASSETMARK, INC added | 103,591 | $3M | 0.6% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 103,175 | $3M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 98,902 | $3M | 0.6% | 2026-Q1 |
| MOSELEY INVESTMENT MANAGEMENT INC added | 96,858 | $2M | 0.5% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 96,101 | $2M | 0.5% | 2026-Q1 |
| SONATA CAPITAL GROUP INC | 95,677 | $2M | 0.5% | 2026-Q1 |
| Atwater Malick LLC trimmed | 90,163 | $2M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 87,994 | $2M | 0.5% | 2026-Q1 |
| CWM, LLC added | 87,020 | $2M | 0.5% | 2026-Q1 |
| Valmark Advisers, Inc. added | 81,353 | $2M | 0.5% | 2026-Q1 |
| Wolfstich Capital, LLC new | 83,383 | $2M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 76,019 | $2M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 75,968 | $2M | 0.4% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 75,831 | $2M | 0.4% | 2026-Q1 |
| BLUE SQUARE ASSET MANAGEMENT, LLC added | 74,504 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 73,414 | $2M | 0.4% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 73,357 | $2M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 72,066 | $2M | 0.4% | 2026-Q1 |
| Granite Harbor Advisors, Inc. | 67,346 | $2M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 64,681 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 60,416 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 59,434 | $2M | 0.3% | 2026-Q1 |
| RIA Advisory Group LLC added | 59,328 | $2M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 59,283 | $2M | 0.3% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 59,217 | $2M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 58,315 | $1M | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 54,522 | $1M | 0.3% | 2026-Q1 |
| Glenview Trust Co trimmed | 54,497 | $1M | 0.3% | 2026-Q1 |
| Scissortail Wealth Management, LLC added | 53,426 | $1M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 53,030 | $1M | 0.3% | 2026-Q1 |
| Lantz Financial LLC added | 52,844 | $1M | 0.3% | 2026-Q1 |
| Evergreen Private Wealth LLC added | 52,186 | $1M | 0.3% | 2026-Q1 |
| SPINNAKER TRUST | 51,999 | $1M | 0.3% | 2026-Q1 |
| Signature Wealth Management Group trimmed | 51,811 | $1M | 0.3% | 2026-Q1 |
| Aspen Wealth Management LLC added | 48,182 | $1M | 0.3% | 2026-Q1 |
| SUMMITPOINT CAPITAL MANAGEMENT new | 45,990 | $1M | 0.3% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 45,527 | $1M | 0.3% | 2026-Q1 |
| O'Domhnaill Enterprises, Inc. new | 43,969 | $1M | 0.2% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 43,567 | $1M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 41,520 | $1M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 41,021 | $1M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 40,361 | $1M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 37,854 | $969K | 0.2% | 2026-Q1 |
| Godshalk Welsh Capital Management, Inc. added | 37,500 | $961K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 36,706 | $941K | 0.2% | 2026-Q1 |
| POSTROCK PARTNERS LLC added | 36,656 | $939K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,177 | $927K | 0.2% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 35,835 | $918K | 0.2% | 2026-Q1 |
| Prism Advisors, Inc. | 35,665 | $914K | 0.2% | 2026-Q1 |
| Strid Group, LLC | 35,064 | $899K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. | 35,000 | $897K | 0.2% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC | 32,664 | $837K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 32,293 | $828K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 32,253 | $828K | 0.2% | 2026-Q1 |
| Crews Bank & Trust trimmed | 31,944 | $819K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC | 31,700 | $812K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 30,363 | $778K | 0.2% | 2026-Q1 |
| Investment Research Partners LLC new | 30,257 | $775K | 0.2% | 2026-Q1 |
| Avail Investment Partners, LLC new | 30,257 | $775K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 30,108 | $772K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 686,728 | $18M | 3.8% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC added | 49,029 | $1M | 0.3% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC trimmed | 46,139 | $1M | 0.3% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 44,564 | $1M | 0.2% | 2025-Q1 stale |
| Sandy Spring Bank added | 43,869 | $1M | 0.2% | 2025-Q1 stale |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 34,773 | $892K | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.