Who owns IBMS?
Institutional ownership of IBMS from SEC Form 13F filings across 73 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
73
13F holders
$197.8M
value, 2026 filers
7.7M
shares disclosed
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IBMS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1.8M | $45.9M | 0.1% | — | +1.2% |
| 2 | Clearstead Advisors, LLC | 930,943 | $24.1M | 0.2% | — | +3.5% |
| 3 | HighTower Advisors, LLC | 728,112 | $18.8M | 0.0% | — | +104.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 367,091 | $9.5M | 0.0% | — | +26.1% |
| 5 | LBMC INVESTMENT ADVISORS, LLC | 323,023 | $8.4M | 0.5% | — | +20.0% |
| 6 | US BANCORP \DE\ | 310,037 | $8.0M | 0.0% | — | +1.5% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 252,630 | $6.5M | 0.0% | — | +51.2% |
| 8 | WELLS FARGO & COMPANY/MN | 218,763 | $5.7M | 0.0% | — | +9.1% |
| 9 | JANE STREET GROUP, LLC | 209,528 | $5.4M | 0.0% | — | +218.5% |
| 10 | COLDSTREAM CAPITAL MANAGEMENT INC | 155,512 | $4.0M | 0.1% | — | +4.7% |
| 11 | NewEdge Advisors, LLCNEW | 151,475 | $3.9M | 0.0% | — | new |
| 12 | CENTRAL TRUST Co | 142,579 | $3.7M | 0.1% | — | -0.9% |
| 13 | Lido Advisors, LLC | 122,151 | $3.2M | 0.0% | — | -2.0% |
| 14 | LPL Financial LLC | 111,968 | $2.9M | 0.0% | — | +31.7% |
| 15 | Summit Financial, LLC | 111,520 | $2.9M | 0.0% | — | +4.5% |
| 16 | ASSETMARK, INC | 105,906 | $2.7M | 0.0% | — | +33.8% |
| 17 | UBS Group AG | 103,453 | $2.7M | 0.0% | — | +70.3% |
| 18 | MORGAN STANLEY | 95,919 | $2.5M | 0.0% | — | -11.5% |
| 19 | ROYAL BANK OF CANADA | 79,784 | $2.1M | 0.0% | — | +7.1% |
| 20 | MML INVESTORS SERVICES, LLCNEW | 74,015 | $1.9M | 0.0% | — | new |
| 21 | Kestra Advisory Services, LLC | 72,751 | $1.9M | 0.0% | — | +3.7% |
| 22 | Ellis Investment Partners, LLC | 70,835 | $1.8M | 0.3% | — | 0.0% |
| 23 | Atlantic Union Bankshares Corp | 63,752 | $1.6M | 0.0% | — | +0.6% |
| 24 | BLUE SQUARE ASSET MANAGEMENT, LLC | 60,387 | $1.6M | 0.6% | — | +1.6% |
| 25 | Focus Partners Wealth | 56,651 | $1.5M | 0.0% | — | +34.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.