IBMS

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$25.68

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USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding IBMS · 2026-Q1 methodology → sources →

102 holders

% of shares outstanding held

—

Shares held (13F)

8,533,527

Reporting holders

102

Top holders

largest 100 of 102 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MERCER GLOBAL ADVISORS INC /ADV	1,752,2231.8M	$45M	—	TRIM -6%
2	Clearstead Advisors, LLC	899,241899,241	$23M	—	ADD 3%
3	Kathmere Capital Management, LLC	490,762490,762	$13M	—	—
4	HighTower Advisors, LLC	356,707356,707	$9M	—	ADD 31%
5	US BANCORP \DE\	305,413305,413	$8M	—	ADD 13%
6	BANK OF AMERICA CORP /DE/	291,086291,086	$8M	—	ADD 28%
7	LBMC INVESTMENT ADVISORS, LLC	269,144269,144	$7M	—	ADD 31%
8	Praetorian Wealth Management, Inc.	214,238214,238	$6M	—	ADD 29%
9	WELLS FARGO & COMPANY/MN	200,516200,516	$5M	—	ADD 21%
10	COMMUNITY TRUST & INVESTMENT CO	183,284183,284	$5M	—	NEW
11	ENVESTNET ASSET MANAGEMENT INC	167,096167,096	$4M	—	NEW
12	UNITED CAPITAL FINANCIAL ADVISORS, LLC	162,751162,751	$4M	—	ADD 40%
13	COLDSTREAM CAPITAL MANAGEMENT INC	148,463148,463	$4M	—	ADD 5%
14	Quantum Financial Advisors, LLC	148,063148,063	$4M	—	ADD 33%
15	CENTRAL TRUST Co	143,914143,914	$4M	—	ADD 8%
16	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	140,732140,732	$4M	—	ADD 35%
17	Lido Advisors, LLC	124,598124,598	$3M	—	NEW
18	Cypress Point Wealth Management, LLC	115,000115,000	$3M	—	—
19	MOSELEY INVESTMENT MANAGEMENT INC	114,593114,593	$3M	—	TRIM -5%
20	MORGAN STANLEY	108,337108,337	$3M	—	ADD 34%
21	Summit Financial, LLC	106,702106,702	$3M	—	TRIM -15%
22	LPL Financial LLC	85,00085,000	$2M	—	ADD 112%
23	ASSETMARK, INC	79,14479,144	$2M	—	ADD 46%
24	ROYAL BANK OF CANADA	74,52074,520	$2M	—	ADD 20%
25	Ellis Investment Partners, LLC	70,81670,816	$2M	—	ADD 4%
26	Kestra Advisory Services, LLC	70,18370,183	$2M	—	ADD 18%
27	JANE STREET GROUP, LLC	65,78565,785	$2M	—	TRIM -64%
28	Atlantic Union Bankshares Corp	63,36563,365	$2M	—	—
29	UBS Group AG	60,76560,765	$2M	—	ADD 53%
30	NESTEGG ADVISORS, INC.	59,76259,762	$2M	—	TRIM -25%
31	BLUE SQUARE ASSET MANAGEMENT, LLC	59,45159,451	$2M	—	ADD 125%
32	FLOW TRADERS U.S. LLC	55,37755,377	$1M	—	NEW
33	RAYMOND JAMES FINANCIAL INC	54,30654,306	$1M	—	ADD 11%
34	Argo Wealth Advisory, LLC	50,03350,033	$1M	—	—
35	SENTINEL PENSION ADVISORS, LLC	47,40747,407	$1M	—	NEW
36	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	46,28546,285	$1M	—	ADD 137%
37	GC Wealth Management RIA, LLC	44,09244,092	$1M	—	ADD 6%
38	Aspen Wealth Management LLC	42,42142,421	$1M	—	—
39	Focus Partners Wealth	42,19042,190	$1M	—	ADD 31%
40	Sound View Wealth Advisors Group, LLC	40,93040,930	$1M	—	ADD 7%
41	Cetera Investment Advisers	39,46739,467	$1M	—	ADD 8%
42	Brookstone Capital Management	36,66036,660	$946,928	—	ADD 16%
43	PFG Private Wealth Management, LLC	36,24036,240	$936,079	—	ADD 80%
44	Sanctuary Advisors, LLC	36,15836,158	$933,957	—	—
45	Newman Dignan & Sheerar, Inc.	35,85435,854	$926,103	—	—
46	Capital Investment Advisors, LLC	32,99032,990	$852,135	—	TRIM -9%
47	Godshalk Welsh Capital Management, Inc.	32,00032,000	$826,560	—	ADD 14%
48	SPINNAKER TRUST	31,52831,528	$814,368	—	ADD 36%
49	Valmark Advisers, Inc.	29,55129,551	$763,302	—	ADD 8%
50	CWM, LLC	28,38928,389	$733,288	—	ADD 37%
51	COMMONWEALTH EQUITY SERVICES, LLC	28,21228,212	$728,709	—	ADD 57%
52	TRUE Private Wealth Advisors	27,90127,901	$720,693	—	—
53	CFS Investment Advisory Services, LLC	25,43825,438	$661,134	—	TRIM -6%
54	LEAVELL INVESTMENT MANAGEMENT, INC.	24,72524,725	$638,647	—	ADD 6%
55	Cyndeo Wealth Partners, LLC	24,65924,659	$636,931	—	NEW
56	STIFEL FINANCIAL CORP	21,79621,796	$562,991	—	ADD 14%
57	Curbstone Financial Management Corp	21,20021,200	$547,596	—	ADD 37%
58	Granite Harbor Advisors, Inc.	21,08521,085	$544,626	—	—
59	SMITH, MOORE & CO.	19,72519,725	$509,496	—	ADD 14%
60	SILVERLAKE WEALTH MANAGEMENT LLC	19,35019,350	$499,810	—	NEW
61	Beacon Pointe Advisors, LLC	18,73618,736	$483,952	—	NEW
62	Roof Eidam Maycock Peralta, LLC	17,85017,850	$461,066	—	—
63	MEMBERS WEALTH LLC	16,35416,354	$425,040	—	NEW
64	Parallel Advisors, LLC	16,34416,344	$422,166	—	ADD 4%
65	Rossmore Private Capital	15,33615,336	$396,129	—	—
66	Hills Bank & Trust Co	14,60214,602	$377,170	—	ADD 116%
67	OneDigital Investment Advisors LLC	14,32114,321	$369,911	—	ADD 5%
68	Signature Wealth Management Group	14,16014,160	$365,753	—	ADD 3%
69	Paradigm, Strategies in Wealth Management, LLC	13,99813,998	$361,568	—	—
70	PHILLIPS FINANCIAL MANAGEMENT, LLC	13,57413,574	$350,616	—	NEW
71	Financial Engines Advisors L.L.C.	13,52313,523	$349,299	—	TRIM -9%
72	DROMS STRAUSS ADVISORS INC /MO/ /ADV	13,47713,477	$348,111	—	ADD 28%
73	WOODMONT INVESTMENT COUNSEL LLC	13,26713,267	$342,687	—	—
74	IFP Advisors, Inc	12,98112,981	$335,299	—	—
75	CITADEL ADVISORS LLC	12,89812,898	$333,155	—	NEW
76	Balefire, LLC	12,68412,684	$327,628	—	NEW
77	Creative Planning	12,22912,229	$315,875	—	NEW
78	SCHMIDT P J INVESTMENT MANAGEMENT INC	11,97411,974	$309,288	—	NEW
79	Freestone Capital Holdings, LLC	11,43111,431	$295,263	—	—
80	Crews Bank & Trust	11,30011,300	$291,879	—	—
81	Integrated Wealth Concepts LLC	11,17411,174	$288,616	—	NEW
82	Archford Capital Strategies, LLC	10,58210,582	$273,333	—	ADD 5%
83	Foundry Financial Group, Inc.	10,07410,074	$260,211	—	TRIM -7%
84	OneAscent Financial Services LLC	9,8389,838	$254,116	—	NEW
85	JPMORGAN CHASE & CO	9,6899,689	$249,879	—	NEW
86	Segment Wealth Management, LLC	9,4909,490	$245,127	—	—
87	Private Advisor Group, LLC	9,2709,270	$239,436	—	—
88	Cornell Pochily Investment Advisors, Inc.	9,0959,095	$234,924	—	ADD 4%
89	WealthBridge Capital Management, LLC	8,0148,014	$207,002	—	NEW
90	10Elms LLP	6,8206,820	$176,161	—	—
91	Physician Wealth Advisors, Inc.	6,5006,500	$167,895	—	—
92	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6,1596,159	$159,087	—	—
93	HARBOUR INVESTMENTS, INC.	3,3733,373	$87,140	—	ADD 236%
94	Addison Advisors LLC	3,1803,180	$82,140	—	—
95	Tower Research Capital LLC (TRC)	2,7102,710	$69,999	—	—
96	OSAIC HOLDINGS, INC.	2,2382,238	$57,807	—	ADD 9%
97	MidFirst Bank	2,0002,000	$51,660	—	NEW
98	BARRETT & COMPANY, INC.	1,7841,784	$46,081	—	—
99	ADIRONDACK TRUST CO	1,3351,335	$34,469	—	NEW
100	Sarver Vrooman Wealth Advisors	1,2591,259	$32,520	—	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MERCER GLOBAL ADVISORS INC /ADV

—

634K

788K

1.9M

1.8M

$45M

Clearstead Advisors, LLC

—

12K

—

434K

877K

899K

$23M

Kathmere Capital Management, LLC

—

500K

491K

$13M

HighTower Advisors, LLC

30K

69K

60K

236K

273K

357K

$9M

US BANCORP \DE\

45K

116K

178K

218K

270K

305K

$8M

BANK OF AMERICA CORP /DE/

—

36K

51K

81K

227K

291K

$8M

LBMC INVESTMENT ADVISORS, LLC

—

19K

60K

110K

206K

269K

$7M

Praetorian Wealth Management, Inc.

74K

98K

113K

123K

166K

214K

$6M

WELLS FARGO & COMPANY/MN

—

166K

201K

$5M

COMMUNITY TRUST & INVESTMENT CO

—

183K

$5M

ENVESTNET ASSET MANAGEMENT INC

77K

12K

593K

31K

—

167K

$4M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

—

14K

26K

117K

163K

$4M

COLDSTREAM CAPITAL MANAGEMENT INC

94K

103K

123K

141K

148K

$4M

Quantum Financial Advisors, LLC

—

74K

108K

112K

148K

$4M

CENTRAL TRUST Co

60K

81K

94K

99K

133K

144K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	102	8,533,527	—	$220M
2025-Q4	87	7,473,251	—	$195M
2025-Q3	70	4,102,887	—	$107M
2025-Q2	59	3,002,745	—	$77M
2025-Q1	43	1,295,107	—	$33M
2024-Q4	29	765,450	—	$19M
2024-Q3	11	218,377	—	$6M
2024-Q2	2	78,443	—	$2M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding IBMS · 2026-Q1 methodology → sources →

102 holders

% of shares outstanding held

—

Shares held (13F)

8,533,527

Reporting holders

102

Top holders

largest 100 of 102 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MERCER GLOBAL ADVISORS INC /ADV	1,752,2231.8M	$45M	—	TRIM -6%
2	Clearstead Advisors, LLC	899,241899,241	$23M	—	ADD 3%
3	Kathmere Capital Management, LLC	490,762490,762	$13M	—	—
4	HighTower Advisors, LLC	356,707356,707	$9M	—	ADD 31%
5	US BANCORP \DE\	305,413305,413	$8M	—	ADD 13%
6	BANK OF AMERICA CORP /DE/	291,086291,086	$8M	—	ADD 28%
7	LBMC INVESTMENT ADVISORS, LLC	269,144269,144	$7M	—	ADD 31%
8	Praetorian Wealth Management, Inc.	214,238214,238	$6M	—	ADD 29%
9	WELLS FARGO & COMPANY/MN	200,516200,516	$5M	—	ADD 21%
10	COMMUNITY TRUST & INVESTMENT CO	183,284183,284	$5M	—	NEW
11	ENVESTNET ASSET MANAGEMENT INC	167,096167,096	$4M	—	NEW
12	UNITED CAPITAL FINANCIAL ADVISORS, LLC	162,751162,751	$4M	—	ADD 40%
13	COLDSTREAM CAPITAL MANAGEMENT INC	148,463148,463	$4M	—	ADD 5%
14	Quantum Financial Advisors, LLC	148,063148,063	$4M	—	ADD 33%
15	CENTRAL TRUST Co	143,914143,914	$4M	—	ADD 8%
16	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	140,732140,732	$4M	—	ADD 35%
17	Lido Advisors, LLC	124,598124,598	$3M	—	NEW
18	Cypress Point Wealth Management, LLC	115,000115,000	$3M	—	—
19	MOSELEY INVESTMENT MANAGEMENT INC	114,593114,593	$3M	—	TRIM -5%
20	MORGAN STANLEY	108,337108,337	$3M	—	ADD 34%
21	Summit Financial, LLC	106,702106,702	$3M	—	TRIM -15%
22	LPL Financial LLC	85,00085,000	$2M	—	ADD 112%
23	ASSETMARK, INC	79,14479,144	$2M	—	ADD 46%
24	ROYAL BANK OF CANADA	74,52074,520	$2M	—	ADD 20%
25	Ellis Investment Partners, LLC	70,81670,816	$2M	—	ADD 4%
26	Kestra Advisory Services, LLC	70,18370,183	$2M	—	ADD 18%
27	JANE STREET GROUP, LLC	65,78565,785	$2M	—	TRIM -64%
28	Atlantic Union Bankshares Corp	63,36563,365	$2M	—	—
29	UBS Group AG	60,76560,765	$2M	—	ADD 53%
30	NESTEGG ADVISORS, INC.	59,76259,762	$2M	—	TRIM -25%
31	BLUE SQUARE ASSET MANAGEMENT, LLC	59,45159,451	$2M	—	ADD 125%
32	FLOW TRADERS U.S. LLC	55,37755,377	$1M	—	NEW
33	RAYMOND JAMES FINANCIAL INC	54,30654,306	$1M	—	ADD 11%
34	Argo Wealth Advisory, LLC	50,03350,033	$1M	—	—
35	SENTINEL PENSION ADVISORS, LLC	47,40747,407	$1M	—	NEW
36	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	46,28546,285	$1M	—	ADD 137%
37	GC Wealth Management RIA, LLC	44,09244,092	$1M	—	ADD 6%
38	Aspen Wealth Management LLC	42,42142,421	$1M	—	—
39	Focus Partners Wealth	42,19042,190	$1M	—	ADD 31%
40	Sound View Wealth Advisors Group, LLC	40,93040,930	$1M	—	ADD 7%
41	Cetera Investment Advisers	39,46739,467	$1M	—	ADD 8%
42	Brookstone Capital Management	36,66036,660	$946,928	—	ADD 16%
43	PFG Private Wealth Management, LLC	36,24036,240	$936,079	—	ADD 80%
44	Sanctuary Advisors, LLC	36,15836,158	$933,957	—	—
45	Newman Dignan & Sheerar, Inc.	35,85435,854	$926,103	—	—
46	Capital Investment Advisors, LLC	32,99032,990	$852,135	—	TRIM -9%
47	Godshalk Welsh Capital Management, Inc.	32,00032,000	$826,560	—	ADD 14%
48	SPINNAKER TRUST	31,52831,528	$814,368	—	ADD 36%
49	Valmark Advisers, Inc.	29,55129,551	$763,302	—	ADD 8%
50	CWM, LLC	28,38928,389	$733,288	—	ADD 37%
51	COMMONWEALTH EQUITY SERVICES, LLC	28,21228,212	$728,709	—	ADD 57%
52	TRUE Private Wealth Advisors	27,90127,901	$720,693	—	—
53	CFS Investment Advisory Services, LLC	25,43825,438	$661,134	—	TRIM -6%
54	LEAVELL INVESTMENT MANAGEMENT, INC.	24,72524,725	$638,647	—	ADD 6%
55	Cyndeo Wealth Partners, LLC	24,65924,659	$636,931	—	NEW
56	STIFEL FINANCIAL CORP	21,79621,796	$562,991	—	ADD 14%
57	Curbstone Financial Management Corp	21,20021,200	$547,596	—	ADD 37%
58	Granite Harbor Advisors, Inc.	21,08521,085	$544,626	—	—
59	SMITH, MOORE & CO.	19,72519,725	$509,496	—	ADD 14%
60	SILVERLAKE WEALTH MANAGEMENT LLC	19,35019,350	$499,810	—	NEW
61	Beacon Pointe Advisors, LLC	18,73618,736	$483,952	—	NEW
62	Roof Eidam Maycock Peralta, LLC	17,85017,850	$461,066	—	—
63	MEMBERS WEALTH LLC	16,35416,354	$425,040	—	NEW
64	Parallel Advisors, LLC	16,34416,344	$422,166	—	ADD 4%
65	Rossmore Private Capital	15,33615,336	$396,129	—	—
66	Hills Bank & Trust Co	14,60214,602	$377,170	—	ADD 116%
67	OneDigital Investment Advisors LLC	14,32114,321	$369,911	—	ADD 5%
68	Signature Wealth Management Group	14,16014,160	$365,753	—	ADD 3%
69	Paradigm, Strategies in Wealth Management, LLC	13,99813,998	$361,568	—	—
70	PHILLIPS FINANCIAL MANAGEMENT, LLC	13,57413,574	$350,616	—	NEW
71	Financial Engines Advisors L.L.C.	13,52313,523	$349,299	—	TRIM -9%
72	DROMS STRAUSS ADVISORS INC /MO/ /ADV	13,47713,477	$348,111	—	ADD 28%
73	WOODMONT INVESTMENT COUNSEL LLC	13,26713,267	$342,687	—	—
74	IFP Advisors, Inc	12,98112,981	$335,299	—	—
75	CITADEL ADVISORS LLC	12,89812,898	$333,155	—	NEW
76	Balefire, LLC	12,68412,684	$327,628	—	NEW
77	Creative Planning	12,22912,229	$315,875	—	NEW
78	SCHMIDT P J INVESTMENT MANAGEMENT INC	11,97411,974	$309,288	—	NEW
79	Freestone Capital Holdings, LLC	11,43111,431	$295,263	—	—
80	Crews Bank & Trust	11,30011,300	$291,879	—	—
81	Integrated Wealth Concepts LLC	11,17411,174	$288,616	—	NEW
82	Archford Capital Strategies, LLC	10,58210,582	$273,333	—	ADD 5%
83	Foundry Financial Group, Inc.	10,07410,074	$260,211	—	TRIM -7%
84	OneAscent Financial Services LLC	9,8389,838	$254,116	—	NEW
85	JPMORGAN CHASE & CO	9,6899,689	$249,879	—	NEW
86	Segment Wealth Management, LLC	9,4909,490	$245,127	—	—
87	Private Advisor Group, LLC	9,2709,270	$239,436	—	—
88	Cornell Pochily Investment Advisors, Inc.	9,0959,095	$234,924	—	ADD 4%
89	WealthBridge Capital Management, LLC	8,0148,014	$207,002	—	NEW
90	10Elms LLP	6,8206,820	$176,161	—	—
91	Physician Wealth Advisors, Inc.	6,5006,500	$167,895	—	—
92	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6,1596,159	$159,087	—	—
93	HARBOUR INVESTMENTS, INC.	3,3733,373	$87,140	—	ADD 236%
94	Addison Advisors LLC	3,1803,180	$82,140	—	—
95	Tower Research Capital LLC (TRC)	2,7102,710	$69,999	—	—
96	OSAIC HOLDINGS, INC.	2,2382,238	$57,807	—	ADD 9%
97	MidFirst Bank	2,0002,000	$51,660	—	NEW
98	BARRETT & COMPANY, INC.	1,7841,784	$46,081	—	—
99	ADIRONDACK TRUST CO	1,3351,335	$34,469	—	NEW
100	Sarver Vrooman Wealth Advisors	1,2591,259	$32,520	—	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MERCER GLOBAL ADVISORS INC /ADV

—

634K

788K

1.9M

1.8M

$45M

Clearstead Advisors, LLC

—

12K

—

434K

877K

899K

$23M

Kathmere Capital Management, LLC

—

500K

491K

$13M

HighTower Advisors, LLC

30K

69K

60K

236K

273K

357K

$9M

US BANCORP \DE\

45K

116K

178K

218K

270K

305K

$8M

BANK OF AMERICA CORP /DE/

—

36K

51K

81K

227K

291K

$8M

LBMC INVESTMENT ADVISORS, LLC

—

19K

60K

110K

206K

269K

$7M

Praetorian Wealth Management, Inc.

74K

98K

113K

123K

166K

214K

$6M

WELLS FARGO & COMPANY/MN

—

166K

201K

$5M

COMMUNITY TRUST & INVESTMENT CO

—

183K

$5M

ENVESTNET ASSET MANAGEMENT INC

77K

12K

593K

31K

—

167K

$4M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

—

14K

26K

117K

163K

$4M

COLDSTREAM CAPITAL MANAGEMENT INC

94K

103K

123K

141K

148K

$4M

Quantum Financial Advisors, LLC

—

74K

108K

112K

148K

$4M

CENTRAL TRUST Co

60K

81K

94K

99K

133K

144K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	102	8,533,527	—	$220M
2025-Q4	87	7,473,251	—	$195M
2025-Q3	70	4,102,887	—	$107M
2025-Q2	59	3,002,745	—	$77M
2025-Q1	43	1,295,107	—	$33M
2024-Q4	29	765,450	—	$19M
2024-Q3	11	218,377	—	$6M
2024-Q2	2	78,443	—	$2M

Short interest has its own tab now — open SI →

IBMS☆

Institutional ownership· 13F filers holding IBMS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding IBMS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

IBMS