Who owns ITM
Which tracked institutional funds hold ITM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ITM 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
30 tracked funds added or opened ITM while 33 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
ITM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% 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 ITM 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 194 tracked filers holding ITM, 109 increased or opened the position and 78 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 ITM 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 5
- DAYMARK WEALTH PARTNERS, LLC$2M
- PRELUDE CAPITAL MANAGEMENT, LLC$919K
- MY Wealth Management Inc.$752K
- Advyzon Investment Management, LLC$646K
- OLD MISSION CAPITAL LLC$610K
Full exits 13
- CX Institutional$44M
- HighTower Advisors, LLC$15M
- PARK AVENUE SECURITIES LLC$6M
- Advisors Preferred, LLC$5M
- Thrivent Financial for Lutherans$4M
- Parkside Financial Bank & Trust$3M
Largest adds
- BANK OF AMERICA CORP /DE/$32M
- ENVESTNET ASSET MANAGEMENT INC$13M
- LPL Financial LLC$10M
- AMERIPRISE FINANCIAL INC$8M
- OneDigital Investment Advisors LLC$5M
- Cetera Investment Advisers$4M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- UMB Bank, n.a.$7M
- MORGAN STANLEY$5M
- CITADEL ADVISORS LLC$5M
- JANE STREET GROUP, LLC$4M
- TIAA Wealth Investment Management LLC$2M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 16,956,012 | $797M | 44.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,716,899 | $175M | 9.7% | 2026-Q2 |
| LPL Financial LLC added | 2,405,914 | $113M | 6.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,565,084 | $74M | 4.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,356,868 | $64M | 3.5% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 1,055,190 | $50M | 2.7% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 993,572 | $47M | 2.6% | 2026-Q2 |
| TIAA Wealth Investment Management LLC trimmed | 892,083 | $42M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 862,113 | $41M | 2.2% | 2026-Q2 |
| FMR LLC trimmed | 734,240 | $35M | 1.9% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 600,420 | $28M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 560,723 | $26M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 499,334 | $23M | 1.3% | 2026-Q2 |
| MATHER GROUP, LLC. added | 450,660 | $21M | 1.2% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 443,181 | $21M | 1.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 418,825 | $20M | 1.1% | 2026-Q2 |
| DAVIDSON INVESTMENT ADVISORS added | 410,872 | $19M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 377,439 | $18M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 328,395 | $15M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 316,834 | $15M | 0.8% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 304,032 | $14M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 278,953 | $13M | 0.7% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC added | 184,357 | $9M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 148,723 | $7M | 0.4% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 147,698 | $7M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 123,275 | $6M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 112,899 | $5M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 103,042 | $5M | 0.3% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 99,419 | $5M | 0.3% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 98,793 | $5M | 0.3% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC | 94,341 | $4M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 91,330 | $4M | 0.2% | 2026-Q2 |
| Granite Harbor Advisors, Inc. added | 85,855 | $4M | 0.2% | 2026-Q2 |
| Fulton Bank, N.A. added | 82,911 | $4M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 81,828 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 68,457 | $3M | 0.2% | 2026-Q2 |
| VICUS CAPITAL trimmed | 61,494 | $3M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 60,968 | $3M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 55,598 | $3M | 0.1% | 2026-Q2 |
| J.Safra Asset Management Corp trimmed | 53,272 | $3M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,785 | $2M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 42,022 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 40,061 | $2M | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 35,184 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 34,149 | $2M | 0.1% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 33,235 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 33,134 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 33,084 | $2M | 0.1% | 2026-Q2 |
| XML Financial, LLC added | 31,759 | $1M | 0.1% | 2026-Q2 |
| LCW Services, LLC trimmed | 28,693 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,325 | $1M | 0.1% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 26,942 | $1M | 0.1% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. | 26,082 | $1M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 25,522 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 24,623 | $1M | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 24,283 | $1M | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. added | 22,853 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 22,712 | $1M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 20,545 | $965K | 0.1% | 2026-Q2 |
| Idaho Trust Co added | 19,748 | $928K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 19,560 | $919K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 19,500 | $916K | 0.1% | 2026-Q2 |
| CHOREO, LLC added | 19,049 | $895K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 16,961 | $797K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 16,013 | $752K | 0.0% | 2026-Q2 |
| MY Wealth Management Inc. new | 16,007 | $752K | 0.0% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,874 | $746K | 0.0% | 2026-Q2 |
| Aquire Wealth Advisors, LLC trimmed | 15,843 | $744K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,585 | $732K | 0.0% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 15,457 | $726K | 0.0% | 2026-Q2 |
| Goodwin Investment Advisory | 15,431 | $725K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 15,299 | $719K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 15,250 | $717K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 15,086 | $709K | 0.0% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 15,011 | $705K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 14,648 | $688K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 14,469 | $680K | 0.0% | 2026-Q2 |
| WBH ADVISORY INC added | 14,418 | $678K | 0.0% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 14,157 | $665K | 0.0% | 2026-Q2 |
| Gradient Investments LLC added | 13,916 | $654K | 0.0% | 2026-Q2 |
| Hyundai Investments Co., Ltd. added | 13,864 | $652K | 0.0% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 13,754 | $646K | 0.0% | 2026-Q2 |
| Gutierrez Wealth Advisory, LLC added | 13,754 | $646K | 0.0% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 13,650 | $641K | 0.0% | 2026-Q2 |
| ONE Advisory Partners, LLC added | 13,509 | $635K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 12,987 | $610K | 0.0% | 2026-Q2 |
| Stokes Family Office, LLC added | 12,706 | $597K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 12,636 | $594K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 12,347 | $580K | 0.0% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 12,271 | $577K | 0.0% | 2026-Q2 |
| Curbstone Financial Management Corp | 12,250 | $576K | 0.0% | 2026-Q2 |
| World Investment Advisors added | 12,177 | $566K | 0.0% | 2026-Q2 |
| Rinkey Investments | 12,109 | $569K | 0.0% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 11,945 | $561K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 11,849 | $557K | 0.0% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 10,510 | $493K | 0.0% | 2026-Q2 |
| Lee Financial Co | 10,500 | $493K | 0.0% | 2026-Q2 |
| Summit Financial, LLC added | 10,417 | $489K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC | 10,283 | $483K | 0.0% | 2026-Q2 |
| Creative Planning added | 10,250 | $482K | 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.