Who owns IBCA
Which tracked institutional funds hold IBCA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBCA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on IBCA is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 5 trimmed or exited — on balance accumulating.
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
IBCA’s largest tracked holder by dollar value, Capital Investment Advisors, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBCA 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 90 tracked filers holding IBCA, 62 increased or opened the position and 19 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 IBCA 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 7
- Marathon Mission, Inc.$2M
- LYELL WEALTH MANAGEMENT, LP$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$819K
- JANE STREET GROUP, LLC$736K
- MERCER GLOBAL ADVISORS INC /ADV$648K
- Koesten, Hirschmann & Crabtree, INC.$518K
Full exits 2
- HighTower Advisors, LLC$9M
- CITADEL ADVISORS LLC$2M
Largest adds
- Capital Investment Advisors, LLC$6M
- BANK OF AMERICA CORP /DE/$3M
- MORGAN STANLEY$2M
- Paradigm, Strategies in Wealth Management, LLC$1M
- HANCOCK WHITNEY CORP$1M
- Kestra Advisory Services, LLC$1M
Largest trims
- Addison Advisors LLC$2M
- BENJAMIN EDWARDS INC$658K
- Atlantic Union Bankshares Corp$537K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital Investment Advisors, LLC added | 2,536,059 | $65M | 23.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 935,348 | $24M | 8.7% | 2026-Q2 |
| Arrow Financial Corp added | 615,529 | $16M | 5.7% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 542,068 | $14M | 5.0% | 2026-Q2 |
| MORGAN STANLEY added | 526,169 | $13M | 4.9% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 459,201 | $12M | 4.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 392,949 | $10M | 3.6% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 278,043 | $7M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 269,611 | $7M | 2.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 249,475 | $6M | 2.3% | 2026-Q2 |
| UBS Group AG added | 226,928 | $6M | 2.1% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 201,612 | $5M | 1.9% | 2026-Q2 |
| Paradigm, Strategies in Wealth Management, LLC added | 194,436 | $5M | 1.8% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 187,049 | $5M | 1.7% | 2026-Q2 |
| Probity Advisors, Inc. added | 179,280 | $5M | 1.7% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 157,496 | $4M | 1.5% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 150,100 | $4M | 1.4% | 2026-Q2 |
| US BANCORP \DE\ added | 120,419 | $3M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 111,642 | $3M | 1.0% | 2026-Q2 |
| Addison Advisors LLC trimmed | 101,327 | $3M | 0.9% | 2026-Q2 |
| Stonebrook Private Inc. added | 93,687 | $2M | 0.9% | 2026-Q2 |
| ADIRONDACK TRUST CO added | 92,232 | $2M | 0.9% | 2026-Q2 |
| INSTRUMENTAL WEALTH, LLC added | 91,787 | $2M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 86,839 | $2M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 85,992 | $2M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 80,457 | $2M | 0.7% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 77,812 | $2M | 0.7% | 2026-Q2 |
| Archford Capital Strategies, LLC trimmed | 76,143 | $2M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 75,050 | $2M | 0.7% | 2026-Q2 |
| Marathon Mission, Inc. new | 70,199 | $2M | 0.7% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 60,871 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 52,166 | $1M | 0.5% | 2026-Q2 |
| MCF Advisors LLC | 47,419 | $1M | 0.4% | 2026-Q2 |
| Stokes Family Office, LLC added | 44,950 | $1M | 0.4% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP new | 42,150 | $1M | 0.4% | 2026-Q2 |
| Segment Wealth Management, LLC added | 39,000 | $999K | 0.4% | 2026-Q2 |
| Gilbert & Cook, Inc. | 38,270 | $980K | 0.4% | 2026-Q2 |
| Associated Banc-Corp added | 37,731 | $966K | 0.3% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 37,673 | $965K | 0.3% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 36,809 | $943K | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 34,141 | $874K | 0.3% | 2026-Q2 |
| Daviman Financial, LLC added | 32,932 | $843K | 0.3% | 2026-Q2 |
| LITTLE HOUSE CAPITAL LLC added | 32,669 | $837K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 31,973 | $819K | 0.3% | 2026-Q2 |
| CFG Wealth Management Services, Inc. | 30,042 | $770K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 28,752 | $736K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 25,299 | $648K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 22,193 | $568K | 0.2% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 20,705 | $527K | 0.2% | 2026-Q2 |
| Koesten, Hirschmann & Crabtree, INC. added | 20,218 | $518K | 0.2% | 2026-Q2 |
| COWA, LLC new | 19,700 | $505K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 19,553 | $501K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 19,116 | $490K | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 16,794 | $430K | 0.2% | 2026-Q2 |
| Creative Planning added | 16,451 | $421K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 14,014 | $359K | 0.1% | 2026-Q2 |
| Reliant Wealth Planning trimmed | 13,580 | $348K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 13,554 | $347K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 13,264 | $339K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 12,257 | $314K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 11,708 | $300K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 11,061 | $283K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC new | 11,025 | $282K | 0.1% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 10,604 | $272K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 10,180 | $261K | 0.1% | 2026-Q2 |
| Sarver Vrooman Wealth Advisors | 10,124 | $258K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,011 | $256K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors | 10,000 | $256K | 0.1% | 2026-Q2 |
| CVA Family Office, LLC | 9,500 | $243K | 0.1% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC new | 9,275 | $238K | 0.1% | 2026-Q2 |
| ROMANO BROTHERS AND COMPANY new | 9,242 | $237K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC | 9,152 | $234K | 0.1% | 2026-Q2 |
| Gradient Capital Advisors, LLC new | 8,733 | $224K | 0.1% | 2026-Q2 |
| First National Trust Co trimmed | 8,196 | $210K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 8,074 | $207K | 0.1% | 2026-Q2 |
| CHOREO, LLC new | 7,846 | $201K | 0.1% | 2026-Q2 |
| CNB Bank added | 5,946 | $152K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 5,218 | $134K | 0.0% | 2026-Q2 |
| Hyposwiss Advisors SA | 4,105 | $105K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,264 | $84K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 2,259 | $58K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC new | 1,952 | $50K | 0.0% | 2026-Q2 |
| 10Elms LLP new | 1,400 | $36K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 1,153 | $30K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 800 | $20K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 749 | $19K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 745 | $19K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 729 | $19K | 0.0% | 2026-Q2 |
| MidFirst Bank new | 565 | $14K | 0.0% | 2026-Q2 |
| Bullock Wealth Management Group new | 531 | $14K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 347,452 | $9M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 65,775 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CFO CAPITAL MANAGEMENT LLC added | 18,950 | $483K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Knights of Columbus Asset Advisors LLC added | 1,437 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BALLAST ADVISORS LLC new | 1,181 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cherry Tree Wealth Management, LLC | 1,000 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| StoneX Group Inc. new | 15,697 | $407K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| McGlone Suttner Wealth Management, Inc. new | 8,534 | $221K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Partners, LTD. new | 8,378 | $217K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 800 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
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.