Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns IMTM (IMTM)


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

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

228
Institutional holders
59,714,965
Shares held (tracked funds)

How the tape is positioned

57 tracked funds added or opened IMTM while 35 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

IMTM’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IMTM 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 228 tracked filers holding IMTM, 113 increased or opened the position and 94 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 IMTM 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 7

  • COLUMBIA ADVISORY PARTNERS LLC$3M
  • TD PRIVATE CLIENT WEALTH LLC$1M
  • G&S Capital LLC$1M
  • Kiker Wealth Management, LLC$646K
  • TBH Global Asset Management, LLC$578K
  • Arkadios Wealth Advisors$519K

Full exits 11

  • Ocean Park Asset Management, LLC$17M
  • New Millennium Group LLC$4M
  • FAS Wealth Partners, Inc.$4M
  • Empire Life Investments Inc.$3M
  • Financial Enhancement Group LLC$3M
  • Vantage Financial Partners, LLC$3M

Largest adds

  • MERCER GLOBAL ADVISORS INC /ADV$56M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$49M
  • Venture Visionary Partners LLC$13M
  • ROYAL BANK OF CANADA$11M
  • CITADEL ADVISORS LLC$10M
  • Archvest Wealth Advisors, Inc.$8M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$402M
  • AMERIPRISE FINANCIAL INC$13M
  • Klaas Financial Asset Advisors, LLC$12M
  • Meredith Wealth Planning$7M
  • COMMONWEALTH EQUITY SERVICES, LLC$4M
  • JANE STREET GROUP, LLC$4M

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
MERCER GLOBAL ADVISORS INC /ADV added24,007,785$1.2B40.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed11,979,760$582M20.4%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added1,722,729$83M2.9%2026-Q1
MORGAN STANLEY added1,451,324$70M2.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,102,223$53M1.9%2026-Q1
Symmetry Partners, LLC added918,233$44M1.5%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed749,672$36M1.3%2026-Q1
BANK OF AMERICA CORP /DE/ added732,214$35M1.2%2026-Q1
FMR LLC added696,709$33M1.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed672,170$32M1.1%2026-Q1
Acropolis Investment Management, LLC trimmed633,116$30M1.1%2026-Q1
Mariner, LLC added619,464$30M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added605,915$29M1.0%2026-Q1
UBS Group AG added602,524$29M1.0%2026-Q1
Janney Montgomery Scott LLC added478,848$23M0.8%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added476,824$23M0.8%2026-Q1
Armbruster Capital Management, Inc. trimmed452,927$22M0.8%2026-Q1
Kathmere Capital Management, LLC added433,478$21M0.7%2026-Q1
LPL Financial LLC added403,296$19M0.7%2026-Q1
Shore Point Advisors, LLC trimmed453,302$18M0.6%2026-Q1
AdvisorShares Investments LLC trimmed333,088$16M0.6%2026-Q1
ROYAL BANK OF CANADA added331,656$16M0.6%2026-Q1
CABOT WEALTH MANAGEMENT INC added315,194$15M0.5%2026-Q1
BlackRock, Inc. trimmed305,490$15M0.5%2026-Q1
Straight Path Wealth Management added294,940$14M0.5%2026-Q1
Venture Visionary Partners LLC added291,155$14M0.5%2026-Q1
Family Capital Trust Co263,505$13M0.4%2026-Q1
Focus Financial Network, Inc. added259,419$12M0.4%2026-Q1
ATLAS CAPITAL ADVISORS INC. added256,678$12M0.4%2026-Q1
Apella Capital, LLC trimmed221,970$12M0.4%2026-Q1
CITADEL ADVISORS LLC added243,552$12M0.4%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP added234,928$11M0.4%2026-Q1
JANE STREET GROUP, LLC trimmed229,425$11M0.4%2026-Q1
ATWOOD & PALMER INC trimmed228,717$11M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed220,820$11M0.4%2026-Q1
Vise Technologies, Inc.220,175$11M0.4%2026-Q1
OSAIC HOLDINGS, INC. added213,676$10M0.4%2026-Q1
Segment Wealth Management, LLC added209,619$10M0.4%2026-Q1
Solano Wealth Investment Advisors LLC added209,184$10M0.4%2026-Q1
Financial Partners Group, Inc added207,170$10M0.3%2026-Q1
Sequoia Financial Advisors, LLC trimmed201,093$10M0.3%2026-Q1
Alexis Investment Partners, LLC added195,036$9M0.3%2026-Q1
Archvest Wealth Advisors, Inc. added184,989$9M0.3%2026-Q1
CGC Financial Services, LLC trimmed175,994$8M0.3%2026-Q1
Cetera Investment Advisers trimmed161,722$8M0.3%2026-Q1
Wealth Enhancement Trust Services, Inc. added146,705$7M0.2%2026-Q1
Venturi Wealth Management, LLC trimmed143,711$7M0.2%2026-Q1
Financial Freedom, LLC trimmed130,424$6M0.2%2026-Q1
Opes Wealth Management LLC trimmed127,493$6M0.2%2026-Q1
JPMORGAN CHASE & CO added126,351$6M0.2%2026-Q1
Occidental Asset Management, LLC added121,278$6M0.2%2026-Q1
Veridan Wealth LLC added113,956$5M0.2%2026-Q1
Tacita Capital Inc added109,564$5M0.2%2026-Q1
Impact Capital Partners LLC added104,318$5M0.2%2026-Q1
Atria Investments, Inc trimmed102,272$5M0.2%2026-Q1
Unison Advisors LLC added89,871$4M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC87,487$4M0.1%2026-Q1
Meredith Wealth Planning trimmed86,479$4M0.1%2026-Q1
SHUFRO ROSE & CO LLC added85,713$4M0.1%2026-Q1
Independent Solutions Wealth Management, LLC added83,057$4M0.1%2026-Q1
1900 WEALTH MANAGEMENT LLC trimmed80,222$4M0.1%2026-Q1
RHS Financial, LLC added78,612$4M0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added73,150$4M0.1%2026-Q1
Capital Investment Advisory Services, LLC added72,459$3M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added70,753$3M0.1%2026-Q1
Stratos Wealth Advisors, LLC added67,531$3M0.1%2026-Q1
Betterment LLC trimmed64,831$3M0.1%2026-Q1
NorthCrest Asset Manangement, LLC trimmed61,246$3M0.1%2026-Q1
Savvy Advisors, Inc. trimmed60,981$3M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added58,621$3M0.1%2026-Q1
Rollins Financial Advisors, LLC added56,543$3M0.1%2026-Q1
COLUMBIA ADVISORY PARTNERS LLC new56,271$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added55,284$3M0.1%2026-Q1
IFP Advisors, Inc added55,266$3M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed54,968$3M0.1%2026-Q1
Columbus Macro, LLC trimmed52,011$2M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added50,297$2M0.1%2026-Q1
MorganRosel Wealth Management, LLC trimmed49,509$2M0.1%2026-Q1
Equitable Holdings, Inc. added49,487$2M0.1%2026-Q1
Focus Partners Advisor Solutions, LLC added49,223$2M0.1%2026-Q1
DOPKINS WEALTH MANAGEMENT, LLC added49,224$2M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed47,114$2M0.1%2026-Q1
TRUIST FINANCIAL CORP added42,535$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added41,601$2M0.1%2026-Q1
Brickley Wealth Management added40,613$2M0.1%2026-Q1
STIFEL FINANCIAL CORP added39,409$2M0.1%2026-Q1
Professional Financial Advisors, LLC added38,993$2M0.1%2026-Q1
Simplicity Wealth,LLC added38,346$2M0.1%2026-Q1
IEQ CAPITAL, LLC added36,579$2M0.1%2026-Q1
Klaas Financial Asset Advisors, LLC trimmed35,561$2M0.1%2026-Q1
Ocean Park Asset Management, LLC trimmed358,247$17M0.6%2025-Q4 stale
New Millennium Group LLC trimmed88,384$4M0.1%2025-Q4 stale
FAS Wealth Partners, Inc. added85,509$4M0.1%2025-Q4 stale
Empire Life Investments Inc. trimmed70,900$3M0.1%2025-Q4 stale
Financial Enhancement Group LLC added52,710$3M0.1%2025-Q4 stale
Vantage Financial Partners, LLC added53,895$3M0.1%2025-Q4 stale
Tactive Advisors, LLC new55,657$3M0.1%2025-Q2 stale
D. E. Shaw & Co., Inc. trimmed52,024$2M0.1%2025-Q3 stale
Quadrature Capital Ltd new45,076$2M0.1%2025-Q4 stale
Arizona PSPRS Trust trimmed40,700$2M0.1%2025-Q2 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