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Institutional Ownership · SEC Form 13F

Who owns IBMP


Which tracked institutional funds hold IBMP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBMP 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.

186
Institutional holders
21M
Shares held (tracked funds)

How the tape is positioned

34 tracked funds added or opened IBMP while 13 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

IBMP’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 IBMP more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IBMP 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 186 tracked filers holding IBMP, 99 increased or opened the position and 49 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 IBMP 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 9

  • Matthew Goff Investment Advisor, LLC$8M
  • Wolfstich Capital, LLC$2M
  • Investment Research Partners LLC$2M
  • Avail Investment Partners, LLC$2M
  • FLOW TRADERS U.S. LLC$1M
  • SUMMITPOINT CAPITAL MANAGEMENT$1M

Full exits 2

  • NewEdge Advisors, LLC$12M
  • JANE STREET GROUP, LLC$2M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
  • Lido Advisors, LLC$5M
  • ENVESTNET ASSET MANAGEMENT INC$5M
  • Paradiem, LLC$2M
  • BANK OF AMERICA CORP /DE/$2M
  • CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$2M

Largest trims

  • MERCER GLOBAL ADVISORS INC /ADV$7M
  • MORGAN STANLEY$5M
  • Heartwood Wealth Advisors LLC$3M
  • LEAVELL INVESTMENT MANAGEMENT, INC.$1M
  • Quantum Financial Advisors, LLC$1M
  • PSI 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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added2,356,723$60M11.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed1,747,444$44M8.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,041,667$27M5.1%2026-Q1
HighTower Advisors, LLC added985,403$25M4.8%2026-Q1
Clearstead Advisors, LLC added976,335$25M4.8%2026-Q1
US BANCORP \DE\ trimmed693,830$18M3.4%2026-Q1
Heartwood Wealth Advisors LLC trimmed636,580$16M3.1%2026-Q1
LBMC INVESTMENT ADVISORS, LLC added566,726$14M2.8%2026-Q1
Lido Advisors, LLC added560,542$14M2.8%2026-Q1
LPL Financial LLC added492,697$13M2.4%2026-Q1
Hills Bank & Trust Co added443,458$11M2.2%2026-Q1
Kathmere Capital Management, LLC trimmed406,428$10M2.0%2026-Q1
MORGAN STANLEY trimmed392,269$10M1.9%2026-Q1
UBS Group AG added375,781$10M1.8%2026-Q1
Covington Investment Advisors Inc. added370,490$9M1.8%2026-Q1
Matthew Goff Investment Advisor, LLC new310,824$8M1.5%2026-Q1
Praetorian Wealth Management, Inc. added289,168$7M1.4%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added277,875$7M1.4%2026-Q1
Paradiem, LLC added248,470$6M1.2%2026-Q1
HOWLAND CAPITAL MANAGEMENT LLC added242,805$6M1.2%2026-Q1
Integrated Wealth Concepts LLC added207,105$5M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added201,076$5M1.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added199,880$5M1.0%2026-Q1
Sound View Wealth Advisors Group, LLC added197,983$5M1.0%2026-Q1
Cyndeo Wealth Partners, LLC added194,124$5M1.0%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added170,486$4M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed169,748$4M0.8%2026-Q1
CENTRAL TRUST Co trimmed164,903$4M0.8%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. trimmed161,734$4M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed151,351$4M0.7%2026-Q1
Quantum Financial Advisors, LLC trimmed144,063$4M0.7%2026-Q1
Beacon Pointe Advisors, LLC added136,941$3M0.7%2026-Q1
STIFEL FINANCIAL CORP added132,836$3M0.7%2026-Q1
Wick Capital Partners, LLC added124,430$3M0.6%2026-Q1
Sanctuary Advisors, LLC trimmed119,585$3M0.6%2026-Q1
ROYAL BANK OF CANADA added114,098$3M0.6%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC added108,914$3M0.5%2026-Q1
NorthCoast Asset Management LLC trimmed104,250$3M0.5%2026-Q1
SONATA CAPITAL GROUP INC104,223$3M0.5%2026-Q1
Parkway Wealth Management Group, LLC added98,511$3M0.5%2026-Q1
Atwater Malick LLC added98,046$2M0.5%2026-Q1
POSTROCK PARTNERS LLC added96,626$2M0.5%2026-Q1
PSI Advisors, LLC trimmed91,110$2M0.4%2026-Q1
Glenview Trust Co added90,149$2M0.4%2026-Q1
ASSETMARK, INC added89,513$2M0.4%2026-Q1
Cetera Investment Advisers added85,886$2M0.4%2026-Q1
Focus Partners Wealth added83,285$2M0.4%2026-Q1
OSAIC HOLDINGS, INC. added83,023$2M0.4%2026-Q1
CWM, LLC added82,751$2M0.4%2026-Q1
Valmark Advisers, Inc. added76,893$2M0.4%2026-Q1
BLUE SQUARE ASSET MANAGEMENT, LLC added74,854$2M0.4%2026-Q1
SPINNAKER TRUST added74,784$2M0.4%2026-Q1
Kastel Capital Advisors, LLC74,883$2M0.4%2026-Q1
Granite Harbor Advisors, Inc.67,891$2M0.3%2026-Q1
Wolfstich Capital, LLC new69,073$2M0.3%2026-Q1
Investment Research Partners LLC new60,423$2M0.3%2026-Q1
Avail Investment Partners, LLC new60,423$2M0.3%2026-Q1
SENTINEL PENSION ADVISORS, LLC added59,357$2M0.3%2026-Q1
AMERIPRISE FINANCIAL INC added58,477$1M0.3%2026-Q1
RIA Advisory Group LLC added57,194$1M0.3%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC56,799$1M0.3%2026-Q1
Capital Investment Advisors, LLC trimmed56,630$1M0.3%2026-Q1
Atlantic Union Bankshares Corp added55,909$1M0.3%2026-Q1
Summit Financial, LLC trimmed55,891$1M0.3%2026-Q1
Evergreen Private Wealth LLC added53,044$1M0.3%2026-Q1
REGIONS FINANCIAL CORP trimmed51,122$1M0.3%2026-Q1
Aspen Wealth Management LLC added48,587$1M0.2%2026-Q1
FLOW TRADERS U.S. LLC added48,224$1M0.2%2026-Q1
SUMMITPOINT CAPITAL MANAGEMENT new46,292$1M0.2%2026-Q1
Brookstone Capital Management added45,916$1M0.2%2026-Q1
GC Wealth Management RIA, LLC added45,887$1M0.2%2026-Q1
Stratos Wealth Partners, LTD. added44,971$1M0.2%2026-Q1
Prism Advisors, Inc.44,715$1M0.2%2026-Q1
OneDigital Investment Advisors LLC trimmed44,554$1M0.2%2026-Q1
Signature Wealth Management Group trimmed44,454$1M0.2%2026-Q1
O'Domhnaill Enterprises, Inc. new44,261$1M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added42,652$1M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added42,537$1M0.2%2026-Q1
BENJAMIN EDWARDS INC added42,533$1M0.2%2026-Q1
Godshalk Welsh Capital Management, Inc. added42,500$1M0.2%2026-Q1
Financial Engines Advisors L.L.C. trimmed40,429$1M0.2%2026-Q1
TRUE Private Wealth Advisors added40,372$1M0.2%2026-Q1
Lantz Financial LLC added40,272$1M0.2%2026-Q1
WOODMONT INVESTMENT COUNSEL LLC trimmed37,742$960K0.2%2026-Q1
IFP Advisors, Inc added36,469$928K0.2%2026-Q1
Newman Dignan & Sheerar, Inc.36,265$923K0.2%2026-Q1
Crews Bank & Trust trimmed35,693$908K0.2%2026-Q1
Baird Financial Group, Inc.35,000$890K0.2%2026-Q1
Modern Wealth Management, LLC added33,509$851K0.2%2026-Q1
HEFFERNAN ADVISORY, INC33,092$842K0.2%2026-Q1
Roof Eidam Maycock Peralta, LLC added32,328$822K0.2%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC added32,206$819K0.2%2026-Q1
Creative Planning added32,069$816K0.2%2026-Q1
NewEdge Advisors, LLC added485,182$12M2.4%2025-Q4 stale
Vishria Bird Financial Group, LLC added232,359$6M1.1%2025-Q3 stale
JANE STREET GROUP, LLC added91,054$2M0.4%2025-Q4 stale
Orion Porfolio Solutions, LLC added55,100$1M0.3%2025-Q3 stale
DEUTSCHE BANK AG\49,050$1M0.2%2025-Q3 stale
Sandy Spring Bank added45,616$1M0.2%2025-Q1 stale
Orion Portfolio Solutions, LLC new32,288$816K0.2%2025-Q1 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.

HoldersTotal shares

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.

Learn how to read institutional ownership