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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,356,723 | $60M | 11.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,747,444 | $44M | 8.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,041,667 | $27M | 5.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 985,403 | $25M | 4.8% | 2026-Q1 |
| Clearstead Advisors, LLC added | 976,335 | $25M | 4.8% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 693,830 | $18M | 3.4% | 2026-Q1 |
| Heartwood Wealth Advisors LLC trimmed | 636,580 | $16M | 3.1% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC added | 566,726 | $14M | 2.8% | 2026-Q1 |
| Lido Advisors, LLC added | 560,542 | $14M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 492,697 | $13M | 2.4% | 2026-Q1 |
| Hills Bank & Trust Co added | 443,458 | $11M | 2.2% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 406,428 | $10M | 2.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 392,269 | $10M | 1.9% | 2026-Q1 |
| UBS Group AG added | 375,781 | $10M | 1.8% | 2026-Q1 |
| Covington Investment Advisors Inc. added | 370,490 | $9M | 1.8% | 2026-Q1 |
| Matthew Goff Investment Advisor, LLC new | 310,824 | $8M | 1.5% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 289,168 | $7M | 1.4% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 277,875 | $7M | 1.4% | 2026-Q1 |
| Paradiem, LLC added | 248,470 | $6M | 1.2% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 242,805 | $6M | 1.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 207,105 | $5M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 201,076 | $5M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 199,880 | $5M | 1.0% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 197,983 | $5M | 1.0% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 194,124 | $5M | 1.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 170,486 | $4M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 169,748 | $4M | 0.8% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 164,903 | $4M | 0.8% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 161,734 | $4M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 151,351 | $4M | 0.7% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 144,063 | $4M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 136,941 | $3M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 132,836 | $3M | 0.7% | 2026-Q1 |
| Wick Capital Partners, LLC added | 124,430 | $3M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 119,585 | $3M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 114,098 | $3M | 0.6% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 108,914 | $3M | 0.5% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 104,250 | $3M | 0.5% | 2026-Q1 |
| SONATA CAPITAL GROUP INC | 104,223 | $3M | 0.5% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 98,511 | $3M | 0.5% | 2026-Q1 |
| Atwater Malick LLC added | 98,046 | $2M | 0.5% | 2026-Q1 |
| POSTROCK PARTNERS LLC added | 96,626 | $2M | 0.5% | 2026-Q1 |
| PSI Advisors, LLC trimmed | 91,110 | $2M | 0.4% | 2026-Q1 |
| Glenview Trust Co added | 90,149 | $2M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 89,513 | $2M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 85,886 | $2M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 83,285 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 83,023 | $2M | 0.4% | 2026-Q1 |
| CWM, LLC added | 82,751 | $2M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 76,893 | $2M | 0.4% | 2026-Q1 |
| BLUE SQUARE ASSET MANAGEMENT, LLC added | 74,854 | $2M | 0.4% | 2026-Q1 |
| SPINNAKER TRUST added | 74,784 | $2M | 0.4% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 74,883 | $2M | 0.4% | 2026-Q1 |
| Granite Harbor Advisors, Inc. | 67,891 | $2M | 0.3% | 2026-Q1 |
| Wolfstich Capital, LLC new | 69,073 | $2M | 0.3% | 2026-Q1 |
| Investment Research Partners LLC new | 60,423 | $2M | 0.3% | 2026-Q1 |
| Avail Investment Partners, LLC new | 60,423 | $2M | 0.3% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 59,357 | $2M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 58,477 | $1M | 0.3% | 2026-Q1 |
| RIA Advisory Group LLC added | 57,194 | $1M | 0.3% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 56,799 | $1M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 56,630 | $1M | 0.3% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 55,909 | $1M | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 55,891 | $1M | 0.3% | 2026-Q1 |
| Evergreen Private Wealth LLC added | 53,044 | $1M | 0.3% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 51,122 | $1M | 0.3% | 2026-Q1 |
| Aspen Wealth Management LLC added | 48,587 | $1M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 48,224 | $1M | 0.2% | 2026-Q1 |
| SUMMITPOINT CAPITAL MANAGEMENT new | 46,292 | $1M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 45,916 | $1M | 0.2% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 45,887 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 44,971 | $1M | 0.2% | 2026-Q1 |
| Prism Advisors, Inc. | 44,715 | $1M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 44,554 | $1M | 0.2% | 2026-Q1 |
| Signature Wealth Management Group trimmed | 44,454 | $1M | 0.2% | 2026-Q1 |
| O'Domhnaill Enterprises, Inc. new | 44,261 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 42,652 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 42,537 | $1M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 42,533 | $1M | 0.2% | 2026-Q1 |
| Godshalk Welsh Capital Management, Inc. added | 42,500 | $1M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 40,429 | $1M | 0.2% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 40,372 | $1M | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 40,272 | $1M | 0.2% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 37,742 | $960K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 36,469 | $928K | 0.2% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. | 36,265 | $923K | 0.2% | 2026-Q1 |
| Crews Bank & Trust trimmed | 35,693 | $908K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. | 35,000 | $890K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 33,509 | $851K | 0.2% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC | 33,092 | $842K | 0.2% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC added | 32,328 | $822K | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 32,206 | $819K | 0.2% | 2026-Q1 |
| Creative Planning added | 32,069 | $816K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 485,182 | $12M | 2.4% | 2025-Q4 stale |
| Vishria Bird Financial Group, LLC added | 232,359 | $6M | 1.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 91,054 | $2M | 0.4% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 55,100 | $1M | 0.3% | 2025-Q3 stale |
| DEUTSCHE BANK AG\ | 49,050 | $1M | 0.2% | 2025-Q3 stale |
| Sandy Spring Bank added | 45,616 | $1M | 0.2% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC new | 32,288 | $816K | 0.2% | 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.
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.