Who owns IBB
Which tracked institutional funds hold IBB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
214 tracked funds added or opened IBB while 83 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IBB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IBB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 917 tracked filers holding IBB, 350 increased or opened the position and 428 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IBB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- Itau Unibanco Holding S.A.$19M
- ExodusPoint Capital Management, LP$18M
- Parker Investment Management, LLC$10M
- Reyes Financial Architecture, Inc.$10M
- L & S Advisors Inc$9M
- McCollum Christoferson Group LLC$6M
Full exits 52
- Thrivent Financial for Lutherans$130M
- Janney Montgomery Scott LLC$110M
- Cornerstone Advisors, LLC$25M
- McElhenny Sheffield Capital Management, LLC$24M
- CANADA LIFE ASSURANCE Co$16M
- APPLETON PARTNERS INC/MA$12M
Largest adds
- TWO SIGMA INVESTMENTS, LP$208M
- MORGAN STANLEY$163M
- BANK OF AMERICA CORP /DE/$82M
- WELLS FARGO & COMPANY/MN$52M
- CITIGROUP INC$40M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$37M
Largest trims
- JPMORGAN CHASE & CO$279M
- D. E. Shaw & Co., Inc.$53M
- Henshaw Capital LLC$11M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- SSI INVESTMENT MANAGEMENT LLC$6M
- CAPITAL FUND MANAGEMENT S.A.$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 6,875,131 | $1.3B | 19.6% | 2026-Q2 |
| CITIGROUP INC trimmed | 4,760,709 | $905M | 13.5% | 2026-Q2 |
| MORGAN STANLEY added | 3,320,977 | $632M | 9.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,217,939 | $422M | 6.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,588,107 | $302M | 4.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,176,177 | $224M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,122,659 | $214M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,050,594 | $200M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,029,643 | $196M | 2.9% | 2026-Q2 |
| COMMERCE BANK added | 909,315 | $173M | 2.6% | 2026-Q2 |
| UBS Group AG added | 862,373 | $164M | 2.5% | 2026-Q2 |
| LPL Financial LLC added | 789,395 | $150M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 749,649 | $143M | 2.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 726,000 | $138M | 2.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 677,353 | $129M | 1.9% | 2026-Q2 |
| WestEnd Advisors, LLC added | 655,852 | $125M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 630,190 | $120M | 1.8% | 2026-Q2 |
| BARCLAYS PLC added | 526,245 | $100M | 1.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 314,505 | $60M | 0.9% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 302,306 | $57M | 0.9% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 234,310 | $45M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 174,738 | $33M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 146,356 | $28M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 137,834 | $26M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 131,138 | $25M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 126,258 | $24M | 0.4% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT trimmed | 119,635 | $23M | 0.3% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. | 116,115 | $22M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 115,804 | $22M | 0.3% | 2026-Q2 |
| Erste Asset Management GmbH | 102,330 | $17M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 102,066 | $19M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 101,838 | $19M | 0.3% | 2026-Q2 |
| Itau Unibanco Holding S.A. new | 98,876 | $19M | 0.3% | 2026-Q2 |
| INVESTMENT HOUSE LLC | 97,654 | $16M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 96,038 | $18M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 86,701 | $16M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 85,623 | $16M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 85,289 | $16M | 0.2% | 2026-Q2 |
| Creative Planning added | 72,878 | $14M | 0.2% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 71,000 | $14M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 68,971 | $13M | 0.2% | 2026-Q2 |
| Bronte Capital Management Pty Ltd. trimmed | 65,807 | $13M | 0.2% | 2026-Q2 |
| CUMBERLAND ADVISORS INC added | 64,018 | $12M | 0.2% | 2026-Q2 |
| NTV Asset Management LLC added | 63,985 | $12M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 63,694 | $12M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 63,297 | $12M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 62,184 | $12M | 0.2% | 2026-Q2 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC trimmed | 61,030 | $12M | 0.2% | 2026-Q2 |
| Horizon Wealth Management, LLC added | 60,285 | $11M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 57,530 | $11M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 56,629 | $11M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 54,950 | $10M | 0.2% | 2026-Q2 |
| Parker Investment Management, LLC new | 54,803 | $10M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 54,793 | $10M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 53,145 | $10M | 0.2% | 2026-Q2 |
| Reyes Financial Architecture, Inc. added | 52,885 | $10M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 52,515 | $10M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 51,974 | $10M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,503 | $10M | 0.1% | 2026-Q2 |
| Humankind Investments LLC | 50,000 | $10M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 49,988 | $10M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 48,321 | $9M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 47,278 | $9M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 47,195 | $9M | 0.1% | 2026-Q2 |
| Henshaw Capital LLC trimmed | 47,000 | $9M | 0.1% | 2026-Q2 |
| L & S Advisors Inc new | 46,044 | $9M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 45,300 | $9M | 0.1% | 2026-Q2 |
| FORBES J M & CO LLP trimmed | 43,371 | $8M | 0.1% | 2026-Q2 |
| DAFNA Capital Management LLC trimmed | 42,595 | $8M | 0.1% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 42,261 | $8M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 41,899 | $8M | 0.1% | 2026-Q2 |
| SP Asset Management LLC trimmed | 41,213 | $8M | 0.1% | 2026-Q2 |
| First Interstate Bank trimmed | 40,526 | $8M | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 39,708 | $8M | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO added | 39,645 | $8M | 0.1% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. trimmed | 37,637 | $7M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 35,445 | $7M | 0.1% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC added | 35,304 | $7M | 0.1% | 2026-Q2 |
| Michelson Medical Research Foundation, Inc. | 35,095 | $7M | 0.1% | 2026-Q2 |
| Addison Capital Co added | 34,397 | $7M | 0.1% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 33,917 | $6M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 33,901 | $6M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 32,336 | $6M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 31,528 | $6M | 0.1% | 2026-Q2 |
| Colonial Trust Advisors trimmed | 31,392 | $6M | 0.1% | 2026-Q2 |
| McCollum Christoferson Group LLC new | 30,924 | $6M | 0.1% | 2026-Q2 |
| Aristides Capital LLC added | 30,406 | $6M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 30,280 | $6M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 29,848 | $5M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 29,542 | $6M | 0.1% | 2026-Q2 |
| Volterra Technologies LP added | 29,297 | $6M | 0.1% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 29,008 | $6M | 0.1% | 2026-Q2 |
| Howard Capital Management Group, LLC trimmed | 28,887 | $5M | 0.1% | 2026-Q2 |
| CMH Wealth Management LLC new | 28,838 | $5M | 0.1% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 28,620 | $5M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 28,054 | $5M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 27,582 | $5M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 27,456 | $5M | 0.1% | 2026-Q2 |
| Concord Investment Counsel Inc. added | 27,445 | $5M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 27,427 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.