Who owns IBMR
Which tracked institutional funds hold IBMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBMR 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
34 tracked funds added or opened IBMR while 17 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
IBMR’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBMR 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 139 tracked filers holding IBMR, 90 increased or opened the position and 45 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 IBMR 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 11
- Kesler, Norman & Wride, LLC$4M
- Odyssey Group, LLC$4M
- LITTLEJOHN FINANCIAL SERVICES, INC.$3M
- Cypress Point Wealth Management, LLC$3M
- MML INVESTORS SERVICES, LLC$2M
- NewEdge Advisors, LLC$2M
Full exits 10
- HighTower Advisors, LLC$19M
- Covington Investment Advisors Inc.$7M
- Matthew Goff Investment Advisor, LLC$3M
- MOULTON WEALTH MANAGEMENT, INC$2M
- JANE STREET GROUP, LLC$2M
- Mariner, LLC$816K
Largest adds
- BANK OF AMERICA CORP /DE/$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Kathmere Capital Management, LLC$2M
- Integrated Wealth Concepts LLC$1M
- ASSETMARK, INC$1M
- US BANCORP \DE\$1M
Largest trims
- HOWLAND CAPITAL MANAGEMENT LLC$883K
- Summit Financial, LLC$582K
- WOODMONT INVESTMENT COUNSEL LLC$477K
- PGIM Custom Harvest LLC$347K
- Aspen Wealth Management LLC$340K
- Prime Capital Investment Advisors, LLC$299K
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 1,740,491 | $44M | 12.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,706,589 | $43M | 12.4% | 2026-Q2 |
| Clearstead Advisors, LLC added | 1,006,875 | $26M | 7.3% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 520,275 | $13M | 3.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 438,879 | $11M | 3.2% | 2026-Q2 |
| US BANCORP \DE\ added | 423,777 | $11M | 3.1% | 2026-Q2 |
| Paradiem, LLC | 396,376 | $10M | 2.9% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 347,332 | $9M | 2.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 338,574 | $9M | 2.5% | 2026-Q2 |
| LPL Financial LLC added | 281,078 | $7M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 266,224 | $7M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 262,751 | $7M | 1.9% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 253,195 | $6M | 1.8% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 250,503 | $6M | 1.8% | 2026-Q2 |
| UBS Group AG added | 233,264 | $6M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 197,333 | $5M | 1.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 185,667 | $5M | 1.3% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 175,874 | $4M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 171,140 | $4M | 1.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 170,744 | $4M | 1.2% | 2026-Q2 |
| Kesler, Norman & Wride, LLC new | 165,926 | $4M | 1.1% | 2026-Q2 |
| LITTLEJOHN FINANCIAL SERVICES, INC. new | 142,624 | $3M | 0.9% | 2026-Q2 |
| Odyssey Group, LLC new | 141,310 | $4M | 1.0% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 135,517 | $3M | 1.0% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 134,931 | $3M | 1.0% | 2026-Q2 |
| ASSETMARK, INC added | 133,266 | $3M | 1.0% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 131,688 | $3M | 1.0% | 2026-Q2 |
| Cypress Point Wealth Management, LLC | 119,718 | $3M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 113,280 | $3M | 0.8% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 100,692 | $3M | 0.7% | 2026-Q2 |
| Summit Financial, LLC trimmed | 99,608 | $3M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 95,506 | $2M | 0.7% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 92,949 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 88,291 | $2M | 0.6% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 87,480 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 84,962 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 82,839 | $2M | 0.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 82,750 | $2M | 0.6% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 81,260 | $2M | 0.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 78,598 | $2M | 0.6% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC added | 77,650 | $2M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 75,855 | $2M | 0.6% | 2026-Q2 |
| SPINNAKER TRUST added | 74,499 | $2M | 0.5% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 73,068 | $2M | 0.5% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 72,517 | $2M | 0.5% | 2026-Q2 |
| Hills Bank & Trust Co added | 72,120 | $2M | 0.5% | 2026-Q2 |
| Granite Harbor Advisors, Inc. added | 70,078 | $2M | 0.5% | 2026-Q2 |
| RIA Advisory Group LLC added | 68,631 | $2M | 0.5% | 2026-Q2 |
| Curbstone Financial Management Corp | 66,170 | $2M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 63,985 | $2M | 0.5% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 63,570 | $2M | 0.5% | 2026-Q2 |
| BLUE SQUARE ASSET MANAGEMENT, LLC trimmed | 62,894 | $2M | 0.5% | 2026-Q2 |
| Brookstone Capital Management added | 58,090 | $1M | 0.4% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 51,487 | $1M | 0.4% | 2026-Q2 |
| Godshalk Welsh Capital Management, Inc. added | 48,500 | $1M | 0.4% | 2026-Q2 |
| Rossmore Private Capital added | 47,408 | $1M | 0.3% | 2026-Q2 |
| GC Wealth Management RIA, LLC added | 46,789 | $1M | 0.3% | 2026-Q2 |
| Elequin Capital, LP added | 46,216 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 44,807 | $1M | 0.3% | 2026-Q2 |
| Envision Financial Planning, LLC trimmed | 44,351 | $1M | 0.3% | 2026-Q2 |
| MEMBERS WEALTH LLC added | 44,171 | $1M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 43,157 | $1M | 0.3% | 2026-Q2 |
| FF Advisors,LLC trimmed | 42,640 | $1M | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 41,892 | $1M | 0.3% | 2026-Q2 |
| Jacobi Capital Management LLC new | 37,128 | $943K | 0.3% | 2026-Q2 |
| 10Elms LLP added | 34,600 | $878K | 0.3% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 33,371 | $847K | 0.2% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC | 33,100 | $840K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 33,100 | $840K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 32,715 | $831K | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 31,792 | $807K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC | 31,000 | $787K | 0.2% | 2026-Q2 |
| Aspen Wealth Management LLC trimmed | 29,757 | $756K | 0.2% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 28,905 | $734K | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 28,227 | $717K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 26,531 | $674K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 26,384 | $670K | 0.2% | 2026-Q2 |
| Financial Advisory Corp trimmed | 26,067 | $662K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 25,809 | $655K | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC added | 23,299 | $592K | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. added | 23,253 | $590K | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 23,134 | $587K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC new | 22,604 | $574K | 0.2% | 2026-Q2 |
| Strid Group, LLC | 21,500 | $546K | 0.2% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. | 20,342 | $516K | 0.1% | 2026-Q2 |
| Paradigm, Strategies in Wealth Management, LLC added | 20,170 | $512K | 0.1% | 2026-Q2 |
| SONATA CAPITAL GROUP INC | 19,673 | $499K | 0.1% | 2026-Q2 |
| Sovereign Financial Group, Inc. | 19,654 | $499K | 0.1% | 2026-Q2 |
| Atwater Malick LLC added | 19,265 | $489K | 0.1% | 2026-Q2 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV added | 19,104 | $485K | 0.1% | 2026-Q2 |
| Glenview Trust Co added | 19,019 | $483K | 0.1% | 2026-Q2 |
| Crews Bank & Trust | 18,125 | $460K | 0.1% | 2026-Q2 |
| Carnegie Investment Counsel new | 16,000 | $406K | 0.1% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 13,800 | $350K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 13,583 | $345K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 13,491 | $343K | 0.1% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 13,490 | $343K | 0.1% | 2026-Q2 |
| Wick Capital Partners, LLC new | 13,428 | $341K | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP new | 13,276 | $337K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,764 | $324K | 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.