Who owns IBMQ
Which tracked institutional funds hold IBMQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBMQ 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
The tracked-fund tape on IBMQ is one-sided between 2025-Q4 and 2026-Q1: 46 added or opened and 8 trimmed or exited — on balance accumulating.
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
IBMQ’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 IBMQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBMQ 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 185 tracked filers holding IBMQ, 116 increased or opened the position and 39 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 IBMQ 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 12
- Paradiem, LLC$10M
- ENVESTNET ASSET MANAGEMENT INC$5M
- Matthew Goff Investment Advisor, LLC$3M
- JPMORGAN CHASE & CO$2M
- SUMMITPOINT CAPITAL MANAGEMENT$1M
- Avail Investment Partners, LLC$1M
Full exits 1
- NewEdge Advisors, LLC$12M
Largest adds
- Lido Advisors, LLC$9M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- Heartwood Wealth Advisors LLC$7M
- LPL Financial LLC$3M
- BANK OF AMERICA CORP /DE/$3M
- FLOW TRADERS U.S. LLC$2M
Largest trims
- MERCER GLOBAL ADVISORS INC /ADV$47M
- MORGAN STANLEY$4M
- US BANCORP \DE\$1M
- PSI Advisors, LLC$771K
- COMMONWEALTH EQUITY SERVICES, LLC$527K
- MassMutual Private Wealth & Trust, FSB$345K
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 | 2,399,611 | $61M | 11.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 2,055,854 | $52M | 9.7% | 2026-Q1 |
| Clearstead Advisors, LLC added | 985,931 | $25M | 4.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 805,553 | $21M | 3.8% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 722,996 | $18M | 3.4% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC added | 559,681 | $14M | 2.6% | 2026-Q1 |
| Lido Advisors, LLC added | 559,021 | $14M | 2.6% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 550,889 | $14M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 530,441 | $14M | 2.5% | 2026-Q1 |
| LPL Financial LLC added | 425,657 | $11M | 2.0% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 413,440 | $11M | 1.9% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC trimmed | 403,340 | $10M | 1.9% | 2026-Q1 |
| Hills Bank & Trust Co added | 397,905 | $10M | 1.9% | 2026-Q1 |
| UBS Group AG added | 396,434 | $10M | 1.9% | 2026-Q1 |
| Paradiem, LLC new | 395,462 | $10M | 1.9% | 2026-Q1 |
| Covington Investment Advisors Inc. added | 386,630 | $10M | 1.8% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 306,416 | $8M | 1.4% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 303,912 | $8M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 298,680 | $8M | 1.4% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 272,183 | $7M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 266,529 | $7M | 1.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 260,258 | $7M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 224,326 | $6M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 186,966 | $5M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 181,487 | $5M | 0.9% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 170,016 | $4M | 0.8% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 163,013 | $4M | 0.8% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 161,574 | $4M | 0.8% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 160,924 | $4M | 0.8% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 160,329 | $4M | 0.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 151,478 | $4M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 141,678 | $4M | 0.7% | 2026-Q1 |
| Matthew Goff Investment Advisor, LLC new | 134,643 | $3M | 0.6% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 128,560 | $3M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 126,765 | $3M | 0.6% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 122,804 | $3M | 0.6% | 2026-Q1 |
| Cypress Point Wealth Management, LLC | 119,536 | $3M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 104,648 | $3M | 0.5% | 2026-Q1 |
| SONATA CAPITAL GROUP INC added | 103,460 | $3M | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 102,412 | $3M | 0.5% | 2026-Q1 |
| Atwater Malick LLC added | 99,848 | $3M | 0.5% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 99,101 | $3M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 99,016 | $3M | 0.5% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 97,740 | $2M | 0.5% | 2026-Q1 |
| ASSETMARK, INC added | 94,374 | $2M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 91,872 | $2M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 88,356 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 84,309 | $2M | 0.4% | 2026-Q1 |
| PSI Advisors, LLC trimmed | 79,100 | $2M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 78,206 | $2M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 78,180 | $2M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 75,005 | $2M | 0.4% | 2026-Q1 |
| SPINNAKER TRUST added | 74,860 | $2M | 0.4% | 2026-Q1 |
| BLUE SQUARE ASSET MANAGEMENT, LLC added | 73,666 | $2M | 0.3% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 73,026 | $2M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 72,553 | $2M | 0.3% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 72,128 | $2M | 0.3% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 68,619 | $2M | 0.3% | 2026-Q1 |
| Granite Harbor Advisors, Inc. | 63,646 | $2M | 0.3% | 2026-Q1 |
| RIA Advisory Group LLC added | 56,139 | $1M | 0.3% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 54,269 | $1M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 52,956 | $1M | 0.2% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 52,167 | $1M | 0.2% | 2026-Q1 |
| Evergreen Private Wealth LLC added | 51,435 | $1M | 0.2% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 49,154 | $1M | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 47,164 | $1M | 0.2% | 2026-Q1 |
| Godshalk Welsh Capital Management, Inc. added | 47,000 | $1M | 0.2% | 2026-Q1 |
| SUMMITPOINT CAPITAL MANAGEMENT new | 45,927 | $1M | 0.2% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 45,618 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 45,080 | $1M | 0.2% | 2026-Q1 |
| Avail Investment Partners, LLC new | 44,965 | $1M | 0.2% | 2026-Q1 |
| Investment Research Partners LLC new | 44,965 | $1M | 0.2% | 2026-Q1 |
| Aspen Wealth Management LLC added | 44,854 | $1M | 0.2% | 2026-Q1 |
| Envision Financial Planning, LLC added | 44,793 | $1M | 0.2% | 2026-Q1 |
| Rossmore Private Capital added | 43,977 | $1M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 43,220 | $1M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 42,838 | $1M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 42,451 | $1M | 0.2% | 2026-Q1 |
| Signature Wealth Management Group trimmed | 42,263 | $1M | 0.2% | 2026-Q1 |
| Legacy Private Trust Co. | 39,523 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 38,886 | $993K | 0.2% | 2026-Q1 |
| Glenview Trust Co added | 38,429 | $981K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 38,031 | $971K | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 37,644 | $961K | 0.2% | 2026-Q1 |
| Crews Bank & Trust trimmed | 37,621 | $960K | 0.2% | 2026-Q1 |
| First National Trust Co trimmed | 37,604 | $960K | 0.2% | 2026-Q1 |
| Wolfstich Capital, LLC new | 36,753 | $929K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 35,207 | $899K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. | 35,000 | $894K | 0.2% | 2026-Q1 |
| Curbstone Financial Management Corp | 34,950 | $892K | 0.2% | 2026-Q1 |
| Gryphon Financial Partners LLC added | 34,485 | $880K | 0.2% | 2026-Q1 |
| Wick Capital Partners, LLC added | 33,664 | $859K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 33,234 | $847K | 0.2% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC | 33,148 | $846K | 0.2% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC added | 31,924 | $815K | 0.1% | 2026-Q1 |
| Vishria Bird Financial Group, LLC added | 1,144,685 | $29M | 5.4% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 488,211 | $12M | 2.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 117,601 | $3M | 0.5% | 2025-Q2 stale |
| Sandy Spring Bank added | 61,833 | $2M | 0.3% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC added | 48,854 | $1M | 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.