Who owns IBCA (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 31 added or opened and 1 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 0.9pp 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 2025-Q4 and 2026-Q1, across 78 tracked filers holding IBCA, 67 increased or opened the position and 7 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 2025-Q4 and 2026-Q1 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 5
- AMERIPRISE FINANCIAL INC$10M
- CITADEL ADVISORS LLC$2M
- LITTLE HOUSE CAPITAL LLC$809K
- Associated Banc-Corp$806K
- Segment Wealth Management, LLC$723K
Largest adds
- Capital Investment Advisors, LLC$14M
- MV CAPITAL MANAGEMENT, INC.$11M
- HighTower Advisors, LLC$8M
- MORGAN STANLEY$6M
- HANCOCK WHITNEY CORP$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$868K
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 | 2,285,650 | $59M | 23.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 806,465 | $21M | 8.3% | 2026-Q1 |
| Arrow Financial Corp added | 586,917 | $15M | 6.1% | 2026-Q1 |
| MB, LEVIS & ASSOCIATES, LLC added | 535,802 | $14M | 5.5% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 459,201 | $12M | 4.7% | 2026-Q1 |
| MORGAN STANLEY added | 445,985 | $11M | 4.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 383,442 | $10M | 4.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 347,452 | $9M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 265,651 | $7M | 2.7% | 2026-Q1 |
| Guidance Point Advisors, LLC added | 263,698 | $7M | 2.7% | 2026-Q1 |
| Lido Advisors, LLC added | 251,421 | $6M | 2.6% | 2026-Q1 |
| Krilogy Financial LLC added | 205,952 | $5M | 2.1% | 2026-Q1 |
| UBS Group AG added | 192,994 | $5M | 2.0% | 2026-Q1 |
| Addison Advisors LLC added | 186,006 | $5M | 1.9% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 182,981 | $5M | 1.9% | 2026-Q1 |
| 4Thought Financial Group Inc. trimmed | 179,466 | $5M | 1.9% | 2026-Q1 |
| Paradigm, Strategies in Wealth Management, LLC added | 148,383 | $4M | 1.5% | 2026-Q1 |
| Probity Advisors, Inc. added | 140,220 | $4M | 1.4% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 104,886 | $3M | 1.1% | 2026-Q1 |
| Stonebrook Private Inc. added | 92,163 | $2M | 1.0% | 2026-Q1 |
| INSTRUMENTAL WEALTH, LLC added | 91,397 | $2M | 0.9% | 2026-Q1 |
| US BANCORP \DE\ added | 89,043 | $2M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 83,018 | $2M | 0.9% | 2026-Q1 |
| ADIRONDACK TRUST CO added | 82,036 | $2M | 0.8% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 81,726 | $2M | 0.8% | 2026-Q1 |
| Archford Capital Strategies, LLC added | 80,844 | $2M | 0.8% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 76,290 | $2M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 74,852 | $2M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 66,681 | $2M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 65,775 | $2M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 56,601 | $1M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 47,871 | $1M | 0.5% | 2026-Q1 |
| MCF Advisors LLC | 47,419 | $1M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 44,505 | $1M | 0.5% | 2026-Q1 |
| Gilbert & Cook, Inc. added | 38,270 | $981K | 0.4% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 36,809 | $944K | 0.4% | 2026-Q1 |
| LITTLE HOUSE CAPITAL LLC new | 31,551 | $809K | 0.3% | 2026-Q1 |
| Associated Banc-Corp new | 31,421 | $806K | 0.3% | 2026-Q1 |
| CFG Wealth Management Services, Inc. added | 30,042 | $770K | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 29,981 | $769K | 0.3% | 2026-Q1 |
| Daviman Financial, LLC added | 28,314 | $726K | 0.3% | 2026-Q1 |
| Segment Wealth Management, LLC new | 28,210 | $723K | 0.3% | 2026-Q1 |
| Stokes Family Office, LLC added | 26,000 | $667K | 0.3% | 2026-Q1 |
| DEARBORN PARTNERS LLC added | 20,705 | $527K | 0.2% | 2026-Q1 |
| CFO CAPITAL MANAGEMENT LLC added | 18,950 | $483K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 16,812 | $431K | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. new | 15,793 | $405K | 0.2% | 2026-Q1 |
| Creative Planning new | 15,475 | $397K | 0.2% | 2026-Q1 |
| Reliant Wealth Planning | 15,147 | $388K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 13,999 | $359K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 12,558 | $322K | 0.1% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new | 12,536 | $321K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 11,916 | $306K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 11,361 | $291K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 11,061 | $284K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 10,836 | $277K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,718 | $275K | 0.1% | 2026-Q1 |
| Sarver Vrooman Wealth Advisors | 10,124 | $260K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 10,000 | $256K | 0.1% | 2026-Q1 |
| CVA Family Office, LLC new | 9,500 | $244K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 9,356 | $240K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC new | 9,206 | $236K | 0.1% | 2026-Q1 |
| Quantum Financial Advisors, LLC new | 9,184 | $235K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC new | 9,152 | $235K | 0.1% | 2026-Q1 |
| First National Trust Co new | 8,539 | $219K | 0.1% | 2026-Q1 |
| CNB Bank trimmed | 5,663 | $145K | 0.1% | 2026-Q1 |
| Hyposwiss Advisors SA | 4,105 | $105K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 3,224 | $83K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 2,259 | $58K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 2,206 | $57K | 0.0% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC added | 1,437 | $37K | 0.0% | 2026-Q1 |
| BALLAST ADVISORS LLC new | 1,181 | $30K | 0.0% | 2026-Q1 |
| Bogart Wealth, LLC added | 1,153 | $30K | 0.0% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC | 1,000 | $26K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 800 | $21K | 0.0% | 2026-Q1 |
| CENTRAL TRUST Co added | 767 | $20K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 749 | $19K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 52 | $1K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 33,729 | $878K | 0.4% | 2025-Q3 stale |
| StoneX Group Inc. new | 15,697 | $407K | 0.2% | 2025-Q4 stale |
| McGlone Suttner Wealth Management, Inc. new | 8,534 | $221K | 0.1% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. new | 8,378 | $217K | 0.1% | 2025-Q4 stale |
| COMERICA BANK new | 800 | $21K | 0.0% | 2025-Q4 stale |
| NBT BANK N A /NY new | 715 | $19K | 0.0% | 2025-Q3 stale |
| Koesten, Hirschmann & Crabtree, INC. new | 338 | $9K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.