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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 24,007,785 | $1.2B | 40.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,979,760 | $582M | 20.4% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 1,722,729 | $83M | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,451,324 | $70M | 2.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,102,223 | $53M | 1.9% | 2026-Q1 |
| Symmetry Partners, LLC added | 918,233 | $44M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 749,672 | $36M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 732,214 | $35M | 1.2% | 2026-Q1 |
| FMR LLC added | 696,709 | $33M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 672,170 | $32M | 1.1% | 2026-Q1 |
| Acropolis Investment Management, LLC trimmed | 633,116 | $30M | 1.1% | 2026-Q1 |
| Mariner, LLC added | 619,464 | $30M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 605,915 | $29M | 1.0% | 2026-Q1 |
| UBS Group AG added | 602,524 | $29M | 1.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 478,848 | $23M | 0.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 476,824 | $23M | 0.8% | 2026-Q1 |
| Armbruster Capital Management, Inc. trimmed | 452,927 | $22M | 0.8% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 433,478 | $21M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 403,296 | $19M | 0.7% | 2026-Q1 |
| Shore Point Advisors, LLC trimmed | 453,302 | $18M | 0.6% | 2026-Q1 |
| AdvisorShares Investments LLC trimmed | 333,088 | $16M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 331,656 | $16M | 0.6% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 315,194 | $15M | 0.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 305,490 | $15M | 0.5% | 2026-Q1 |
| Straight Path Wealth Management added | 294,940 | $14M | 0.5% | 2026-Q1 |
| Venture Visionary Partners LLC added | 291,155 | $14M | 0.5% | 2026-Q1 |
| Family Capital Trust Co | 263,505 | $13M | 0.4% | 2026-Q1 |
| Focus Financial Network, Inc. added | 259,419 | $12M | 0.4% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. added | 256,678 | $12M | 0.4% | 2026-Q1 |
| Apella Capital, LLC trimmed | 221,970 | $12M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 243,552 | $12M | 0.4% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 234,928 | $11M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 229,425 | $11M | 0.4% | 2026-Q1 |
| ATWOOD & PALMER INC trimmed | 228,717 | $11M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 220,820 | $11M | 0.4% | 2026-Q1 |
| Vise Technologies, Inc. | 220,175 | $11M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 213,676 | $10M | 0.4% | 2026-Q1 |
| Segment Wealth Management, LLC added | 209,619 | $10M | 0.4% | 2026-Q1 |
| Solano Wealth Investment Advisors LLC added | 209,184 | $10M | 0.4% | 2026-Q1 |
| Financial Partners Group, Inc added | 207,170 | $10M | 0.3% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 201,093 | $10M | 0.3% | 2026-Q1 |
| Alexis Investment Partners, LLC added | 195,036 | $9M | 0.3% | 2026-Q1 |
| Archvest Wealth Advisors, Inc. added | 184,989 | $9M | 0.3% | 2026-Q1 |
| CGC Financial Services, LLC trimmed | 175,994 | $8M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 161,722 | $8M | 0.3% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 146,705 | $7M | 0.2% | 2026-Q1 |
| Venturi Wealth Management, LLC trimmed | 143,711 | $7M | 0.2% | 2026-Q1 |
| Financial Freedom, LLC trimmed | 130,424 | $6M | 0.2% | 2026-Q1 |
| Opes Wealth Management LLC trimmed | 127,493 | $6M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 126,351 | $6M | 0.2% | 2026-Q1 |
| Occidental Asset Management, LLC added | 121,278 | $6M | 0.2% | 2026-Q1 |
| Veridan Wealth LLC added | 113,956 | $5M | 0.2% | 2026-Q1 |
| Tacita Capital Inc added | 109,564 | $5M | 0.2% | 2026-Q1 |
| Impact Capital Partners LLC added | 104,318 | $5M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 102,272 | $5M | 0.2% | 2026-Q1 |
| Unison Advisors LLC added | 89,871 | $4M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | 87,487 | $4M | 0.1% | 2026-Q1 |
| Meredith Wealth Planning trimmed | 86,479 | $4M | 0.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 85,713 | $4M | 0.1% | 2026-Q1 |
| Independent Solutions Wealth Management, LLC added | 83,057 | $4M | 0.1% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 80,222 | $4M | 0.1% | 2026-Q1 |
| RHS Financial, LLC added | 78,612 | $4M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 73,150 | $4M | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 72,459 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 70,753 | $3M | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 67,531 | $3M | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 64,831 | $3M | 0.1% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 61,246 | $3M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 60,981 | $3M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 58,621 | $3M | 0.1% | 2026-Q1 |
| Rollins Financial Advisors, LLC added | 56,543 | $3M | 0.1% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC new | 56,271 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 55,284 | $3M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 55,266 | $3M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 54,968 | $3M | 0.1% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 52,011 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 50,297 | $2M | 0.1% | 2026-Q1 |
| MorganRosel Wealth Management, LLC trimmed | 49,509 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 49,487 | $2M | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 49,223 | $2M | 0.1% | 2026-Q1 |
| DOPKINS WEALTH MANAGEMENT, LLC added | 49,224 | $2M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 47,114 | $2M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 42,535 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 41,601 | $2M | 0.1% | 2026-Q1 |
| Brickley Wealth Management added | 40,613 | $2M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 39,409 | $2M | 0.1% | 2026-Q1 |
| Professional Financial Advisors, LLC added | 38,993 | $2M | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 38,346 | $2M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 36,579 | $2M | 0.1% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC trimmed | 35,561 | $2M | 0.1% | 2026-Q1 |
| Ocean Park Asset Management, LLC trimmed | 358,247 | $17M | 0.6% | 2025-Q4 stale |
| New Millennium Group LLC trimmed | 88,384 | $4M | 0.1% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 85,509 | $4M | 0.1% | 2025-Q4 stale |
| Empire Life Investments Inc. trimmed | 70,900 | $3M | 0.1% | 2025-Q4 stale |
| Financial Enhancement Group LLC added | 52,710 | $3M | 0.1% | 2025-Q4 stale |
| Vantage Financial Partners, LLC added | 53,895 | $3M | 0.1% | 2025-Q4 stale |
| Tactive Advisors, LLC new | 55,657 | $3M | 0.1% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 52,024 | $2M | 0.1% | 2025-Q3 stale |
| Quadrature Capital Ltd new | 45,076 | $2M | 0.1% | 2025-Q4 stale |
| Arizona PSPRS Trust trimmed | 40,700 | $2M | 0.1% | 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.
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.