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-Q2 13F filings (latest filed 2026-08-19). 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
20 tracked funds added or opened IBMO while 30 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.1pp 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 2026-Q1 and 2026-Q2, across 173 tracked filers holding IBMO, 67 increased or opened the position and 91 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 2026-Q1 and 2026-Q2 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 4
- NewEdge Advisors, LLC$19M
- TITLEIST ASSET MANAGEMENT, LLC$1M
- Jacobi Capital Management LLC$933K
- Cove Private Wealth, LLC$744K
Full exits 14
- Covington Investment Advisors Inc.$8M
- HighTower Advisors, LLC$7M
- Wick Capital Partners, LLC$3M
- MOSELEY INVESTMENT MANAGEMENT INC$2M
- CWM, LLC$2M
- Wolfstich Capital, LLC$2M
Largest adds
- Integrated Wealth Concepts LLC$5M
- MERCER GLOBAL ADVISORS INC /ADV$3M
- Kathmere Capital Management, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$979K
- MORGAN STANLEY$907K
Largest trims
- PSI Advisors, LLC$2M
- UBS Group AG$2M
- ASSETMARK, INC$2M
- Quantum Financial Advisors, LLC$752K
- JANE STREET GROUP, LLC$695K
- AMERIPRISE FINANCIAL INC$674K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,056,461 | $53M | 11.9% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,695,538 | $43M | 9.8% | 2026-Q2 |
| Rossmore Private Capital trimmed | 1,443,221 | $37M | 8.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 732,003 | $19M | 4.2% | 2026-Q2 |
| US BANCORP \DE\ added | 652,820 | $17M | 3.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 560,200 | $14M | 3.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 555,766 | $14M | 3.2% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 553,898 | $14M | 3.2% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 520,304 | $13M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 461,392 | $12M | 2.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 386,854 | $10M | 2.2% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 378,134 | $10M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 367,257 | $9M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 312,081 | $8M | 1.8% | 2026-Q2 |
| Paradiem, LLC | 294,149 | $8M | 1.7% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 273,821 | $7M | 1.6% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 269,719 | $7M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 244,402 | $6M | 1.4% | 2026-Q2 |
| CENTRAL TRUST Co added | 215,592 | $6M | 1.2% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 214,675 | $6M | 1.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 201,206 | $5M | 1.2% | 2026-Q2 |
| Praetorian Wealth Management, Inc. trimmed | 198,055 | $5M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 192,529 | $5M | 1.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 182,111 | $5M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 175,525 | $5M | 1.0% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 174,672 | $4M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 149,069 | $4M | 0.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 135,041 | $3M | 0.8% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 127,207 | $3M | 0.7% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 106,153 | $3M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 105,460 | $3M | 0.6% | 2026-Q2 |
| Quantum Financial Advisors, LLC trimmed | 103,716 | $3M | 0.6% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 98,369 | $3M | 0.6% | 2026-Q2 |
| SONATA CAPITAL GROUP INC | 95,677 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 95,226 | $2M | 0.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 91,901 | $2M | 0.5% | 2026-Q2 |
| Atwater Malick LLC | 90,163 | $2M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 76,943 | $2M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 76,419 | $2M | 0.4% | 2026-Q2 |
| RIA Advisory Group LLC added | 75,215 | $2M | 0.4% | 2026-Q2 |
| BLUE SQUARE ASSET MANAGEMENT, LLC trimmed | 74,014 | $2M | 0.4% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 73,391 | $2M | 0.4% | 2026-Q2 |
| Kastel Capital Advisors, LLC trimmed | 71,546 | $2M | 0.4% | 2026-Q2 |
| Granite Harbor Advisors, Inc. | 67,346 | $2M | 0.4% | 2026-Q2 |
| Scissortail Wealth Management, LLC added | 64,989 | $2M | 0.4% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 62,745 | $2M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 61,672 | $2M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 59,884 | $2M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 59,854 | $2M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 58,205 | $1M | 0.3% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 57,223 | $1M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 56,787 | $1M | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 56,606 | $1M | 0.3% | 2026-Q2 |
| Glenview Trust Co | 54,497 | $1M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 54,360 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 54,053 | $1M | 0.3% | 2026-Q2 |
| Lantz Financial LLC trimmed | 52,703 | $1M | 0.3% | 2026-Q2 |
| Evergreen Private Wealth LLC trimmed | 52,079 | $1M | 0.3% | 2026-Q2 |
| SPINNAKER TRUST | 51,999 | $1M | 0.3% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC new | 49,972 | $1M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 49,352 | $1M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 48,925 | $1M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 48,501 | $1M | 0.3% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 48,374 | $1M | 0.3% | 2026-Q2 |
| O'Domhnaill Enterprises, Inc. added | 47,124 | $1M | 0.3% | 2026-Q2 |
| SUMMITPOINT CAPITAL MANAGEMENT added | 46,448 | $1M | 0.3% | 2026-Q2 |
| GC Wealth Management RIA, LLC added | 46,398 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 46,282 | $1M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 41,188 | $1M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 41,021 | $1M | 0.2% | 2026-Q2 |
| Godshalk Welsh Capital Management, Inc. added | 40,500 | $1M | 0.2% | 2026-Q2 |
| POSTROCK PARTNERS LLC added | 38,606 | $990K | 0.2% | 2026-Q2 |
| Jacobi Capital Management LLC new | 36,400 | $933K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 35,940 | $922K | 0.2% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 35,835 | $919K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 35,800 | $918K | 0.2% | 2026-Q2 |
| Prism Advisors, Inc. | 35,665 | $914K | 0.2% | 2026-Q2 |
| Strid Group, LLC | 35,064 | $899K | 0.2% | 2026-Q2 |
| Aspen Wealth Management LLC trimmed | 34,731 | $890K | 0.2% | 2026-Q2 |
| HEFFERNAN ADVISORY, INC | 32,664 | $838K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 32,030 | $821K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC | 31,700 | $813K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 30,368 | $779K | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 30,099 | $772K | 0.2% | 2026-Q2 |
| Crews Bank & Trust trimmed | 29,944 | $768K | 0.2% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC added | 29,904 | $767K | 0.2% | 2026-Q2 |
| Cove Private Wealth, LLC new | 29,000 | $744K | 0.2% | 2026-Q2 |
| Financial Advisory Corp added | 27,877 | $715K | 0.2% | 2026-Q2 |
| First National Trust Co added | 27,449 | $704K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 27,199 | $697K | 0.2% | 2026-Q2 |
| Resonant Capital Advisors, LLC trimmed | 27,052 | $694K | 0.2% | 2026-Q2 |
| Composition Wealth, LLC added | 25,670 | $658K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 24,807 | $636K | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 24,722 | $634K | 0.1% | 2026-Q2 |
| 10Elms LLP | 24,594 | $631K | 0.1% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. trimmed | 23,035 | $591K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 22,903 | $587K | 0.1% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 22,873 | $586K | 0.1% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 22,655 | $581K | 0.1% | 2026-Q2 |
| Foundry Financial Group, Inc. trimmed | 22,141 | $568K | 0.1% | 2026-Q2 |
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.