Who owns IBMT?
Institutional ownership of IBMT from SEC Form 13F filings across 47 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.
47
13F holders
$69.1M
value, 2026 filers
2.7M
shares disclosed
12
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 IBMT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 647,902 | $16.7M | 0.0% | — | +133.1% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 478,497 | $12.3M | 0.0% | — | +40.0% |
| 3 | US BANCORP \DE\ | 224,997 | $5.8M | 0.0% | — | +24.9% |
| 4 | BANK OF AMERICA CORP /DE/ | 157,299 | $4.1M | 0.0% | — | +40.7% |
| 5 | LBMC INVESTMENT ADVISORS, LLC | 132,100 | $3.4M | 0.2% | — | +4.8% |
| 6 | Focus Partners WealthNEW | 100,855 | $2.6M | 0.0% | — | new |
| 7 | COLDSTREAM CAPITAL MANAGEMENT INC | 97,400 | $2.5M | 0.0% | — | +14.4% |
| 8 | ASSETMARK, INCNEW | 82,698 | $2.1M | 0.0% | — | new |
| 9 | Ellis Investment Partners, LLC | 71,293 | $1.8M | 0.3% | — | 0.0% |
| 10 | ROYAL BANK OF CANADA | 57,275 | $1.5M | 0.0% | — | 0.0% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 46,544 | $1.2M | 0.0% | — | +0.4% |
| 12 | Kestra Advisory Services, LLC | 45,977 | $1.2M | 0.0% | — | +54.6% |
| 13 | NewEdge Advisors, LLCNEW | 40,334 | $1.0M | 0.0% | — | new |
| 14 | CENTRAL TRUST Co | 38,207 | $985,741 | 0.0% | — | +11.1% |
| 15 | Jacobi Capital Management LLCNEW | 36,618 | $944,744 | 0.0% | — | new |
| 16 | Atlantic Union Bankshares Corp | 36,223 | $934,553 | 0.0% | — | +2.8% |
| 17 | UBS Group AG | 32,723 | $844,253 | 0.0% | — | +1191.4% |
| 18 | Cyndeo Wealth Partners, LLC | 32,081 | $827,699 | 0.0% | — | +129.0% |
| 19 | Valmark Advisers, Inc. | 31,144 | $803,515 | 0.0% | — | +5.8% |
| 20 | GOLDMAN SACHS GROUP INCNEW | 30,656 | $790,925 | 0.0% | — | new |
| 21 | LEAVELL INVESTMENT MANAGEMENT, INC. | 27,530 | $710,274 | 0.0% | — | +12.9% |
| 22 | IFP Advisors, Inc | 24,958 | $643,916 | 0.0% | — | +67.6% |
| 23 | LPL Financial LLC | 24,649 | $635,934 | 0.0% | — | +66.5% |
| 24 | Sanctuary Advisors, LLC | 23,789 | $613,747 | 0.0% | — | +0.5% |
| 25 | STIFEL FINANCIAL CORP | 22,637 | $584,036 | 0.0% | — | +5.8% |
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.