Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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 IMTM is one-sided between 2026-Q1 and 2026-Q2: 87 added or opened and 27 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
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 0.2% 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 2026-Q1 and 2026-Q2, across 225 tracked filers holding IMTM, 129 increased or opened the position and 100 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 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 6
- Fifth Third Wealth Advisors LLC$6M
- Nuveen, LLC$4M
- NewEdge Advisors, LLC$3M
- IMA Advisory Services, Inc.$793K
- Finward Bancorp$715K
- Brand Asset Management Group, Inc.$578K
Full exits 15
- Janney Montgomery Scott LLC$23M
- CITADEL ADVISORS LLC$12M
- PEAPACK GLADSTONE FINANCIAL CORP$11M
- JANE STREET GROUP, LLC$11M
- Opes Wealth Management LLC$6M
- Betterment LLC$3M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$226M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$122M
- RITHOLTZ WEALTH MANAGEMENT$15M
- MORGAN STANLEY$13M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- AMERIPRISE FINANCIAL INC$9M
Largest trims
- ROYAL BANK OF CANADA$9M
- BlackRock, Inc.$5M
- Segment Wealth Management, LLC$4M
- Alexis Investment Partners, LLC$1M
- Medallion Wealth Advisors, LLC$1M
- Family Capital Trust Co$816K
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 | 25,849,053 | $1.4B | 42.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 13,428,393 | $704M | 21.5% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 1,825,275 | $97M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,554,531 | $83M | 2.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,165,748 | $62M | 1.9% | 2026-Q2 |
| Symmetry Partners, LLC added | 948,588 | $51M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 764,004 | $41M | 1.2% | 2026-Q2 |
| FMR LLC added | 755,702 | $40M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 743,848 | $40M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 733,639 | $39M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 672,511 | $36M | 1.1% | 2026-Q2 |
| Mariner, LLC added | 665,140 | $35M | 1.1% | 2026-Q2 |
| UBS Group AG added | 659,017 | $35M | 1.1% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 630,719 | $30M | 0.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 548,458 | $29M | 0.9% | 2026-Q2 |
| Shore Point Advisors, LLC added | 483,285 | $21M | 0.6% | 2026-Q2 |
| Armbruster Capital Management, Inc. added | 460,391 | $25M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 457,807 | $24M | 0.7% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 455,627 | $24M | 0.7% | 2026-Q2 |
| AdvisorShares Investments LLC trimmed | 323,586 | $17M | 0.5% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC added | 322,958 | $17M | 0.5% | 2026-Q2 |
| Venture Visionary Partners LLC added | 311,126 | $17M | 0.5% | 2026-Q2 |
| Straight Path Wealth Management added | 298,739 | $16M | 0.5% | 2026-Q2 |
| Vise Technologies, Inc. added | 268,566 | $14M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 267,302 | $14M | 0.4% | 2026-Q2 |
| Focus Financial Network, Inc. added | 264,351 | $14M | 0.4% | 2026-Q2 |
| Family Capital Trust Co trimmed | 258,862 | $12M | 0.4% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 256,678 | $12M | 0.4% | 2026-Q2 |
| Financial Partners Group, Inc added | 253,750 | $14M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 235,122 | $13M | 0.4% | 2026-Q2 |
| ATWOOD & PALMER INC trimmed | 224,812 | $12M | 0.4% | 2026-Q2 |
| Apella Capital, LLC trimmed | 214,996 | $11M | 0.3% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC added | 209,765 | $11M | 0.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 199,961 | $11M | 0.3% | 2026-Q2 |
| Archvest Wealth Advisors, Inc. trimmed | 183,959 | $10M | 0.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 174,505 | $9M | 0.3% | 2026-Q2 |
| CGC Financial Services, LLC trimmed | 173,298 | $9M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 160,362 | $9M | 0.3% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 157,490 | $8M | 0.3% | 2026-Q2 |
| Alexis Investment Partners, LLC trimmed | 146,985 | $8M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 135,471 | $7M | 0.2% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 132,224 | $6M | 0.2% | 2026-Q2 |
| Occidental Asset Management, LLC added | 128,611 | $7M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 123,523 | $7M | 0.2% | 2026-Q2 |
| Financial Freedom, LLC trimmed | 123,503 | $7M | 0.2% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC new | 119,296 | $6M | 0.2% | 2026-Q2 |
| Veridan Wealth LLC added | 118,750 | $6M | 0.2% | 2026-Q2 |
| Tacita Capital Inc added | 110,746 | $6M | 0.2% | 2026-Q2 |
| Segment Wealth Management, LLC trimmed | 109,113 | $6M | 0.2% | 2026-Q2 |
| Impact Capital Partners LLC added | 108,501 | $6M | 0.2% | 2026-Q2 |
| RHS Financial, LLC added | 106,314 | $6M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 103,372 | $6M | 0.2% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 100,317 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 96,834 | $5M | 0.2% | 2026-Q2 |
| Unison Advisors LLC added | 93,351 | $5M | 0.2% | 2026-Q2 |
| Independent Solutions Wealth Management, LLC added | 90,720 | $5M | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 90,362 | $5M | 0.1% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 89,932 | $5M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 87,487 | $5M | 0.1% | 2026-Q2 |
| Meredith Wealth Planning added | 86,855 | $5M | 0.1% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 85,270 | $5M | 0.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 84,638 | $5M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 81,430 | $4M | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC added | 80,306 | $4M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 79,667 | $4M | 0.1% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 76,655 | $4M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 69,562 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 68,529 | $4M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 67,261 | $4M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 61,331 | $3M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 59,205 | $3M | 0.1% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 58,018 | $3M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 57,824 | $3M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 56,309 | $3M | 0.1% | 2026-Q2 |
| MorganRosel Wealth Management, LLC added | 55,052 | $3M | 0.1% | 2026-Q2 |
| Columbus Macro, LLC added | 52,531 | $3M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 52,329 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,924 | $3M | 0.1% | 2026-Q2 |
| DOPKINS WEALTH MANAGEMENT, LLC added | 49,392 | $3M | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 49,043 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 48,668 | $3M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 48,477 | $3M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 48,409 | $3M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 46,825 | $2M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 46,436 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 43,504 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 43,260 | $2M | 0.1% | 2026-Q2 |
| Brickley Wealth Management added | 41,586 | $2M | 0.1% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 40,921 | $2M | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 40,860 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 38,016 | $2M | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 37,031 | $2M | 0.1% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC trimmed | 34,229 | $2M | 0.1% | 2026-Q2 |
| Valued Retirements, Inc. trimmed | 33,643 | $2M | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 31,814 | $2M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 26,866 | $1M | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 26,756 | $1M | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 25,781 | $1M | 0.0% | 2026-Q2 |
| G&S Capital LLC added | 23,525 | $1M | 0.0% | 2026-Q2 |
| EFG International AG added | 23,145 | $1M | 0.0% | 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.