Ticker: ITM CUSIP: 92189H201 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UMB Bank, n.a. | 1,024,052 | $48,294 |
| Hyundai Investments Co., Ltd. | 11,677 | $551 |
| Integrity Financial Corp /WA | 6,224 | $294 |
| Leo Wealth, LLC | 11,038 | $521 |
| Sargent Investment Group, LLC | 6,118 | $289 |
| Union Bancaire Privee, UBP SA | 22,000 | $770 |
| Independence Bank of Kentucky | 2,268 | $107 |
| Concurrent Investment Advisors, LLC | 8,944 | $422 |
| Engineers Gate Manager LP | 6,021 | $284 |
| CITY HOLDING CO | 1,087 | $51 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,496 | $352 |
| M&T Bank Corp | 7,985 | $377 |
| Quantinno Capital Management LP | 8,519 | $402 |
| Thrivent Financial for Lutherans | 94,487 | $4 |
| UBS ASSET MANAGEMENT AMERICAS INC | 7,123 | $336 |
| Kestra Advisory Services, LLC | 3,913 | $185 |
| Canton Hathaway, LLC | 431 | $20 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 717 | $34 |
| SIMPLEX TRADING, LLC | 202 | $10 |
| BNP PARIBAS ARBITRAGE, SA | 45 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 178,232 | 186,692 | +8,460 (+4.7%) |
| Willis Johnson & Associates, Inc. | 725,665 | 783,646 | +57,981 (+8.0%) |
| SYKON CAPITAL LLC | 14,579 | 43,882 | +29,303 (+201.0%) |
| Gutierrez Wealth Advisory, LLC | 9,293 | 13,834 | +4,541 (+48.9%) |
| DAVIDSON INVESTMENT ADVISORS | 369,734 | 386,572 | +16,838 (+4.6%) |
| TIAA TRUST, NATIONAL ASSOCIATION | 504,489 | 862,097 | +357,608 (+70.9%) |
| CX Institutional | 917,714 | 934,668 | +16,954 (+1.8%) |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 85,271 | 92,351 | +7,080 (+8.3%) |
| Parkside Financial Bank & Trust | 57,182 | 64,274 | +7,092 (+12.4%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,844,618 | 4,239,352 | +394,734 (+10.3%) |
| Fulton Bank, N.A. | 60,337 | 73,079 | +12,742 (+21.1%) |
| VICUS CAPITAL | 57,699 | 62,990 | +5,291 (+9.2%) |
| Avidian Wealth Solutions, LLC | 319,930 | 323,781 | +3,851 (+1.2%) |
| J.Safra Asset Management Corp | 49,420 | 55,312 | +5,892 (+11.9%) |
| BANK OF AMERICA CORP /DE/ | 15,865,319 | 16,346,775 | +481,456 (+3.0%) |
| TBH Global Asset Management, LLC | 7,729 | 9,040 | +1,311 (+17.0%) |
| Strategic Blueprint, LLC | 16,380 | 19,649 | +3,269 (+20.0%) |
| WELLS FARGO & COMPANY/MN | 792,539 | 959,915 | +167,376 (+21.1%) |
| TD PRIVATE CLIENT WEALTH LLC | 5,993 | 11,529 | +5,536 (+92.4%) |
| PRINCIPAL SECURITIES, INC. | 86,121 | 91,826 | +5,705 (+6.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Granite Harbor Advisors, Inc. | 77,446 | 61,563 | -15,883 (-20.5%) |
| OLD NATIONAL BANCORP /IN/ | 85,818 | 58,247 | -27,571 (-32.1%) |
| PETRA FINANCIAL ADVISORS INC | 14,943 | 14,168 | -775 (-5.2%) |
| Sanctuary Advisors, LLC | 105,024 | 45,062 | -59,962 (-57.1%) |
| Running Point Capital Advisors, LLC | 35,678 | 34,687 | -991 (-2.8%) |
| Idaho Trust Bank | 34,872 | 34,223 | -649 (-1.9%) |
| Paul Damon & Associates, Inc. | 10,924 | 10,229 | -695 (-6.4%) |
| Hilltop Holdings Inc. | 11,126 | 6,112 | -5,014 (-45.1%) |
| RENAISSANCE TECHNOLOGIES LLC | 123,534 | 33,200 | -90,334 (-73.1%) |
| Stokes Family Office, LLC | 14,309 | 12,051 | -2,258 (-15.8%) |
| RDA Financial Network | 5,751 | 4,866 | -885 (-15.4%) |
| SIMON QUICK ADVISORS, LLC | 96,985 | 95,372 | -1,613 (-1.7%) |
| SteelPeak Wealth, LLC | 48,173 | 45,348 | -2,825 (-5.9%) |
| Perigon Wealth Management, LLC | 20,463 | 16,121 | -4,342 (-21.2%) |
| AMERIPRISE FINANCIAL INC | 1,281,231 | 1,255,731 | -25,500 (-2.0%) |
| HighTower Advisors, LLC | 341,892 | 326,019 | -15,873 (-4.6%) |
| FMR LLC | 783,184 | 758,206 | -24,978 (-3.2%) |
| MASSMUTUAL TRUST CO FSB/ADV | 12,872 | 10,244 | -2,628 (-20.4%) |
| TRUIST FINANCIAL CORP | 88,939 | 76,024 | -12,915 (-14.5%) |
| ONE Advisory Partners, LLC | 12,534 | 12,259 | -275 (-2.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| INVESTED ADVISORS | 9,865 | $453 |
| Elequin Capital, LP | 24,193 | $1,127 |
| Premier Financial Group | 2,000 | $93 |
| Sageworth Trust Co | 7,334 | $342 |
| YANKCOM Partnership | 672 | $31 |
| Founders Financial Alliance, LLC | 1,288 | $60 |
| Integrated Wealth Concepts LLC | 4,986 | $232 |
| Ameritas Advisory Services, LLC | 1,183 | $55 |
| FLOW TRADERS U.S. LLC | 7,328 | $0 |
| Advisory Services Network, LLC | 1,787 | $83 |
| Capital Investment Advisory Services, LLC | 75 | $3 |
| SALEM INVESTMENT COUNSELORS INC | 41 | $2 |