Who owns ITM (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-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
24 tracked funds added or opened ITM while 30 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
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 2025-Q4 and 2026-Q1, across 188 tracked filers holding ITM, 82 increased or opened the position and 77 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 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 6
- TIAA Wealth Investment Management LLC$44M
- GOLDMAN SACHS GROUP INC$13M
- Advisors Preferred, LLC$5M
- Bank of New York Mellon Corp$2M
- FIFTH THIRD BANCORP$682K
- FLOW TRADERS U.S. LLC$546K
Full exits 4
- SteelPeak Wealth, LLC$2M
- SYKON CAPITAL LLC$2M
- Running Point Capital Advisors, LLC$2M
- COMERICA BANK$886K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$182M
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$48M
- Willis Johnson & Associates, Inc.$7M
- AMERIPRISE FINANCIAL INC$6M
- CITADEL ADVISORS LLC$5M
- LPL Financial LLC$3M
Largest trims
- M&T Bank Corp$102M
- TIAA TRUST, NATIONAL ASSOCIATION$40M
- UMB Bank, n.a.$20M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9M
- WELLS FARGO & COMPANY/MN$8M
- BANK OF AMERICA CORP /DE/$6M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 16,468,733 | $765M | 41.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,931,943 | $183M | 9.9% | 2026-Q1 |
| LPL Financial LLC added | 2,223,359 | $103M | 5.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,416,119 | $66M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,088,494 | $51M | 2.8% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 1,053,510 | $49M | 2.7% | 2026-Q1 |
| CX Institutional added | 957,521 | $44M | 2.4% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 946,835 | $44M | 2.4% | 2026-Q1 |
| Willis Johnson & Associates, Inc. added | 944,147 | $44M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 798,054 | $37M | 2.0% | 2026-Q1 |
| FMR LLC trimmed | 751,301 | $35M | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 669,879 | $31M | 1.7% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 599,378 | $28M | 1.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 501,554 | $23M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 448,239 | $21M | 1.1% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 440,827 | $20M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 403,370 | $19M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 364,079 | $17M | 0.9% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS trimmed | 349,662 | $16M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 318,625 | $15M | 0.8% | 2026-Q1 |
| UBS Group AG added | 306,807 | $14M | 0.8% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 291,752 | $14M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 283,295 | $13M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 256,904 | $12M | 0.6% | 2026-Q1 |
| FOCUS Wealth Advisors, LLC trimmed | 182,523 | $8M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 168,977 | $8M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 147,221 | $7M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 140,842 | $7M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 133,353 | $6M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 122,421 | $6M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 120,224 | $6M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 116,408 | $5M | 0.3% | 2026-Q1 |
| Advisors Preferred, LLC trimmed | 108,254 | $5M | 0.3% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 103,145 | $5M | 0.3% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 94,341 | $4M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 93,331 | $4M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 91,345 | $4M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 91,208 | $4M | 0.2% | 2026-Q1 |
| Fulton Bank, N.A. added | 82,161 | $4M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 75,853 | $4M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 69,845 | $3M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 69,653 | $3M | 0.2% | 2026-Q1 |
| Granite Harbor Advisors, Inc. added | 67,221 | $3M | 0.2% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 66,760 | $3M | 0.2% | 2026-Q1 |
| VICUS CAPITAL trimmed | 62,041 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 59,016 | $3M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 57,505 | $3M | 0.1% | 2026-Q1 |
| J.Safra Asset Management Corp trimmed | 53,416 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 49,010 | $2M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 40,688 | $2M | 0.1% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ trimmed | 40,375 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 38,045 | $2M | 0.1% | 2026-Q1 |
| Midwest Trust Co trimmed | 35,845 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 33,834 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 33,322 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 33,134 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 31,866 | $1M | 0.1% | 2026-Q1 |
| LCW Services, LLC trimmed | 30,670 | $1M | 0.1% | 2026-Q1 |
| XML Financial, LLC added | 30,335 | $1M | 0.1% | 2026-Q1 |
| Beaumont Financial Advisors, LLC | 27,214 | $1M | 0.1% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. | 26,082 | $1M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | 25,542 | $1M | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 23,457 | $1M | 0.1% | 2026-Q1 |
| Westside Investment Management, Inc. added | 22,723 | $1M | 0.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 22,557 | $1M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 21,788 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,029 | $976K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 20,170 | $936K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 20,157 | $936K | 0.1% | 2026-Q1 |
| Aquire Wealth Advisors, LLC added | 19,314 | $897K | 0.0% | 2026-Q1 |
| Idaho Trust Co trimmed | 19,128 | $888K | 0.0% | 2026-Q1 |
| CHOREO, LLC added | 19,043 | $884K | 0.0% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 18,104 | $841K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 17,978 | $835K | 0.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 17,900 | $831K | 0.0% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 17,600 | $817K | 0.0% | 2026-Q1 |
| Union Bancaire Privee, UBP SA | 22,000 | $772K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC | 15,937 | $740K | 0.0% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,874 | $737K | 0.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 15,710 | $729K | 0.0% | 2026-Q1 |
| Goodwin Investment Advisory trimmed | 15,431 | $716K | 0.0% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 15,335 | $712K | 0.0% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 15,185 | $705K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. trimmed | 15,119 | $702K | 0.0% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC added | 14,987 | $696K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 14,696 | $682K | 0.0% | 2026-Q1 |
| Proquility Private Wealth Partners, LLC added | 113,095 | $5M | 0.3% | 2025-Q1 stale |
| SteelPeak Wealth, LLC trimmed | 45,348 | $2M | 0.1% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 46,717 | $2M | 0.1% | 2025-Q1 stale |
| SYKON CAPITAL LLC added | 43,882 | $2M | 0.1% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC added | 38,226 | $2M | 0.1% | 2025-Q1 stale |
| Running Point Capital Advisors, LLC trimmed | 34,687 | $2M | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 31,037 | $1M | 0.1% | 2025-Q2 stale |
| Elequin Capital, LP added | 24,193 | $1M | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 20,824 | $947K | 0.1% | 2025-Q2 stale |
| COMERICA BANK trimmed | 18,784 | $886K | 0.0% | 2025-Q4 stale |
| Columbia River Financial Group, LLC added | 16,912 | $769K | 0.0% | 2025-Q1 stale |
| Ackerman Capital Advisors, LLC trimmed | 14,962 | $681K | 0.0% | 2025-Q1 stale |
| GTS SECURITIES LLC new | 14,776 | $672K | 0.0% | 2025-Q2 stale |
| Quadrature Capital Ltd new | 14,669 | $667K | 0.0% | 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.