IBMT — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| HighTower Advisors, LLC | $16,715,863 | 647,902 | 16.74% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $12,345,223 | 478,497 | 12.36% | Shares |
| Vishria Bird Financial Group, LLC | $10,567,888 | 408,263 | 10.58% | Shares |
| US BANCORP \DE\ | $5,804,923 | 224,997 | 5.81% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,058,315 | 157,299 | 4.06% | Shares |
| Praetorian Wealth Management, Inc. | $3,653,538 | 141,610 | 3.66% | Shares |
| LBMC INVESTMENT ADVISORS, LLC | $3,408,180 | 132,100 | 3.41% | Shares |
| Hills Bank & Trust Co | $2,894,528 | 112,191 | 2.90% | Shares |
| Quantum Financial Advisors, LLC | $2,674,547 | 103,665 | 2.68% | Shares |
| Focus Partners Wealth | $2,602,059 | 100,855 | 2.61% | Shares |
| COLDSTREAM CAPITAL MANAGEMENT INC | $2,512,920 | 97,400 | 2.52% | Shares |
| ASSETMARK, INC | $2,133,608 | 82,698 | 2.14% | Shares |
| Ellis Investment Partners, LLC | $1,839,383 | 71,293 | 1.84% | Shares |
| ROYAL BANK OF CANADA | $1,478,000 | 57,275 | 1.48% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,200,830 | 46,544 | 1.20% | Shares |
| Kestra Advisory Services, LLC | $1,186,195 | 45,977 | 1.19% | Shares |
| NewEdge Advisors, LLC | $1,040,616 | 40,334 | 1.04% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1,034,090 | 40,081 | 1.04% | Shares |
| GC Wealth Management RIA, LLC | $1,015,540 | 39,362 | 1.02% | Shares |
| CENTRAL TRUST Co | $985,741 | 38,207 | 0.99% | Shares |
| SPINNAKER TRUST | $945,080 | 36,631 | 0.95% | Shares |
| Jacobi Capital Management LLC | $944,744 | 36,618 | 0.95% | Shares |
| Curbstone Financial Management Corp | $940,410 | 36,450 | 0.94% | Shares |
| Atlantic Union Bankshares Corp | $934,553 | 36,223 | 0.94% | Shares |
| UBS Group AG | $844,253 | 32,723 | 0.85% | Shares |
| Cyndeo Wealth Partners, LLC | $827,699 | 32,081 | 0.83% | Shares |
| Valmark Advisers, Inc. | $803,515 | 31,144 | 0.80% | Shares |
| GOLDMAN SACHS GROUP INC | $790,925 | 30,656 | 0.79% | Shares |
| CWM, LLC | $731,635 | 28,505 | 0.73% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $710,274 | 27,530 | 0.71% | Shares |
| IFP Advisors, Inc | $643,916 | 24,958 | 0.64% | Shares |
| LPL Financial LLC | $635,934 | 24,649 | 0.64% | Shares |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $628,230 | 24,350 | 0.63% | Shares |
| Sanctuary Advisors, LLC | $613,747 | 23,789 | 0.61% | Shares |
| STIFEL FINANCIAL CORP | $584,036 | 22,637 | 0.58% | Shares |
| Godshalk Welsh Capital Management, Inc. | $541,800 | 21,000 | 0.54% | Shares |
| Rossmore Private Capital | $527,713 | 20,454 | 0.53% | Shares |
| Paradigm, Strategies in Wealth Management, LLC | $513,575 | 19,906 | 0.51% | Shares |
| Aspen Wealth Management LLC | $502,403 | 19,473 | 0.50% | Shares |
| Newman Dignan & Sheerar, Inc. | $490,333 | 19,005 | 0.49% | Shares |
| Beacon Pointe Advisors, LLC | $443,521 | 17,191 | 0.44% | Shares |
| RAYMOND JAMES FINANCIAL INC | $440,303 | 17,066 | 0.44% | Shares |
| Parallel Advisors, LLC | $402,480 | 15,600 | 0.40% | Shares |
| SIGMA INVESTMENT COUNSELORS INC | $375,507 | 14,630 | 0.38% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $370,488 | 14,360 | 0.37% | Shares |
| Balefire, LLC | $335,323 | 12,997 | 0.34% | Shares |
| IFG Advisory, LLC | $306,211 | 11,869 | 0.31% | Shares |
| Syntegra Private Wealth Group, LLC | $299,048 | 11,591 | 0.30% | Shares |
| Pacific Excel Wealth Advisors, Inc. | $281,813 | 10,923 | 0.28% | Shares |
| Heritage Family Offices, LLP | $281,813 | 10,923 | 0.28% | Shares |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $279,672 | 10,840 | 0.28% | Shares |
| Sterling Investment Advisors, Ltd. | $277,995 | 10,775 | 0.28% | Shares |
| MEMBERS WEALTH LLC | $254,568 | 9,867 | 0.25% | Shares |
| Capital Investment Advisors, LLC | $253,032 | 9,807 | 0.25% | Shares |
| Cornell Pochily Investment Advisors, Inc. | $232,071 | 8,995 | 0.23% | Shares |
| Archford Capital Strategies, LLC | $220,384 | 8,542 | 0.22% | Shares |
| Cetera Investment Advisers | $214,217 | 8,303 | 0.21% | Shares |
| Carnegie Investment Counsel | $206,400 | 8,000 | 0.21% | Shares |
| MORGAN STANLEY | $187,927 | 7,284 | 0.19% | Shares |
| Addison Advisors LLC | $130,806 | 5,070 | 0.13% | Shares |
| Crews Bank & Trust | $109,650 | 4,250 | 0.11% | Shares |
| Princeton Global Asset Management LLC | $100,104 | 3,880 | 0.10% | Shares |
| 10Elms LLP | $90,300 | 3,500 | 0.09% | Shares |
| HARBOUR INVESTMENTS, INC. | $88,261 | 3,421 | 0.09% | Shares |
| Global Retirement Partners, LLC | $81,760 | 3,169 | 0.08% | Shares |
| MidFirst Bank | $79,206 | 3,070 | 0.08% | Shares |
| JPMORGAN CHASE & CO | $47,067 | 1,825 | 0.05% | Shares |
| OSAIC HOLDINGS, INC. | $41,280 | 1,600 | 0.04% | Shares |
| Sarver Vrooman Wealth Advisors | $38,864 | 1,576 | 0.04% | Shares |
| ADIRONDACK TRUST CO | $34,919 | 1,354 | 0.03% | Shares |
| BARRETT & COMPANY, INC. | $25,800 | 1,000 | 0.03% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18,266 | 708 | 0.02% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $12,163 | 472 | 0.01% | Shares |
| BlackRock, Inc. | $1,677 | 65 | 0.00% | Shares |