Who owns IBCB
Which tracked institutional funds hold IBCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBCB 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 IBCB is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 0 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
IBCB’s largest tracked holder by dollar value, MB, LEVIS & ASSOCIATES, LLC, sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBCB 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 20 tracked filers holding IBCB, 19 increased or opened the position and 0 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 IBCB 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 9
- MB, LEVIS & ASSOCIATES, LLC$14M
- Capital Investment Advisors, LLC$8M
- Krilogy Financial LLC$5M
- Arrow Financial Corp$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Marathon Mission, Inc.$2M
Largest adds
- JANE STREET GROUP, LLC$1M
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 |
|---|---|---|---|---|
| MB, LEVIS & ASSOCIATES, LLC new | 551,113 | $14M | 27.9% | 2026-Q2 |
| BlackRock, Inc. | 400,000 | $10M | 20.3% | 2026-Q2 |
| Capital Investment Advisors, LLC new | 299,515 | $8M | 15.2% | 2026-Q2 |
| Krilogy Financial LLC new | 203,685 | $5M | 10.3% | 2026-Q2 |
| Arrow Financial Corp new | 132,068 | $3M | 6.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 65,581 | $2M | 3.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 61,086 | $2M | 3.1% | 2026-Q2 |
| Marathon Mission, Inc. new | 60,121 | $2M | 3.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 55,386 | $1M | 2.8% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new | 27,781 | $699K | 1.4% | 2026-Q2 |
| Gilbert & Cook, Inc. new | 27,721 | $697K | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 19,774 | $498K | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 17,154 | $432K | 0.9% | 2026-Q2 |
| Cetera Investment Advisers new | 12,785 | $322K | 0.6% | 2026-Q2 |
| Koesten, Hirschmann & Crabtree, INC. new | 12,555 | $316K | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 10,584 | $266K | 0.5% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 8,015 | $202K | 0.4% | 2026-Q2 |
| ADIRONDACK TRUST CO new | 5,994 | $151K | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC new | 1,425 | $36K | 0.1% | 2026-Q2 |
| Bullock Wealth Management Group new | 541 | $14K | 0.0% | 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.