Who owns IBD (IBD)
Which tracked institutional funds hold IBD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBD 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 IBD is one-sided between 2025-Q4 and 2026-Q1: 28 added or opened and 9 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
IBD’s largest tracked holder by dollar value, Inspire Advisors, LLC, sizes it at 8.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 8.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBD 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 105 tracked filers holding IBD, 77 increased or opened the position and 28 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 IBD 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 7
- Farther Finance Advisors, LLC$2M
- JANE STREET GROUP, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Independent Advisor Alliance$892K
- Tulsa Wealth Advisors, INC$762K
- Revisor Wealth Management LLC$720K
Full exits 2
- Paradiem, LLC$842K
- Keel Point, LLC$578K
Largest adds
- Inspire Advisors, LLC$22M
- CreativeOne Wealth, LLC$13M
- Inspire Investing, LLC$6M
- LPL Financial LLC$5M
- GOLDMAN SACHS GROUP INC$4M
- CITADEL ADVISORS LLC$4M
Largest trims
- Christian Investment Advisors, Inc.$14M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14M
- WorthPointe, LLC$3M
- Blue Trust, Inc.$752K
- SILVER OAK SECURITIES, INCORPORATED$536K
- OSAIC HOLDINGS, INC.$523K
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 |
|---|---|---|---|---|
| Inspire Advisors, LLC added | 4,327,789 | $103M | 26.1% | 2026-Q1 |
| Faithward Advisors, LLC added | 1,661,706 | $40M | 10.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,056,481 | $25M | 6.4% | 2026-Q1 |
| Inspire Investing, LLC added | 988,722 | $24M | 6.0% | 2026-Q1 |
| Bare Financial Services, Inc added | 769,879 | $18M | 4.6% | 2026-Q1 |
| OneAscent Financial Services LLC added | 663,927 | $16M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 615,486 | $15M | 3.7% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 575,866 | $14M | 3.5% | 2026-Q1 |
| PAX Financial Group, LLC added | 343,996 | $8M | 2.1% | 2026-Q1 |
| Plan A Wealth LLC added | 297,360 | $7M | 1.8% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 292,461 | $7M | 1.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 228,764 | $5M | 1.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 225,919 | $5M | 1.4% | 2026-Q1 |
| ASSETMARK, INC added | 212,075 | $5M | 1.3% | 2026-Q1 |
| WorthPointe, LLC trimmed | 206,967 | $5M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 200,001 | $5M | 1.2% | 2026-Q1 |
| LVZ, Inc. added | 195,296 | $5M | 1.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 186,518 | $4M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 178,643 | $4M | 1.1% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 170,546 | $4M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 156,095 | $4M | 0.9% | 2026-Q1 |
| OneAscent Investment Solutions LLC added | 154,153 | $4M | 0.9% | 2026-Q1 |
| Allworth Financial LP added | 147,360 | $4M | 0.9% | 2026-Q1 |
| Range Financial Group LLC trimmed | 133,193 | $3M | 0.8% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 110,273 | $3M | 0.7% | 2026-Q1 |
| Belpointe Asset Management LLC added | 105,617 | $3M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 92,421 | $2M | 0.6% | 2026-Q1 |
| VICUS CAPITAL added | 84,925 | $2M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 80,238 | $2M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 79,818 | $2M | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 79,663 | $2M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 76,807 | $2M | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 75,819 | $2M | 0.5% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 68,892 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 64,797 | $2M | 0.4% | 2026-Q1 |
| Cornerstone Financial Management LLC added | 61,595 | $1M | 0.4% | 2026-Q1 |
| Allen Capital Group, LLC added | 58,251 | $1M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 55,449 | $1M | 0.3% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 53,117 | $1M | 0.3% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 52,962 | $1M | 0.3% | 2026-Q1 |
| Turning Point Benefit Group, Inc. added | 45,583 | $1M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 45,006 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,967 | $1M | 0.3% | 2026-Q1 |
| TRUST POINT INC. added | 43,794 | $1M | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 42,150 | $1M | 0.3% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 41,960 | $1M | 0.3% | 2026-Q1 |
| HFG Wealth Management, LLC trimmed | 40,892 | $976K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 37,671 | $899K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 37,407 | $892K | 0.2% | 2026-Q1 |
| OneAscent Family Office, LLC added | 35,073 | $837K | 0.2% | 2026-Q1 |
| Tulsa Wealth Advisors, INC new | 31,933 | $762K | 0.2% | 2026-Q1 |
| TrustWell Financial Advisors, LLC trimmed | 31,524 | $752K | 0.2% | 2026-Q1 |
| Revisor Wealth Management LLC new | 30,077 | $720K | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 29,683 | $708K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 29,214 | $697K | 0.2% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 26,691 | $637K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 26,027 | $621K | 0.2% | 2026-Q1 |
| Larry Mathis Financial Planning, LLC | 25,762 | $615K | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 24,455 | $583K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 24,454 | $583K | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 22,535 | $538K | 0.1% | 2026-Q1 |
| Christian Investment Advisors, Inc. trimmed | 20,617 | $498K | 0.1% | 2026-Q1 |
| Pioneer Wealth Management Group added | 20,826 | $497K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 20,021 | $478K | 0.1% | 2026-Q1 |
| Straight Path Wealth Management trimmed | 19,590 | $467K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 19,131 | $456K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 18,571 | $443K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,335 | $439K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 18,200 | $434K | 0.1% | 2026-Q1 |
| RMG Wealth Management LLC added | 18,082 | $432K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 17,232 | $411K | 0.1% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 17,055 | $407K | 0.1% | 2026-Q1 |
| Schwallier Wealth Management LLC trimmed | 16,138 | $385K | 0.1% | 2026-Q1 |
| Trek Financial, LLC added | 15,596 | $372K | 0.1% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 15,110 | $360K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 14,822 | $354K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 14,734 | $352K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 14,711 | $351K | 0.1% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 14,500 | $346K | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 14,016 | $334K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 11,569 | $276K | 0.1% | 2026-Q1 |
| MRA Advisory Group new | 11,238 | $268K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 10,947 | $261K | 0.1% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 10,526 | $251K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 10,396 | $248K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 42,127 | $993K | 0.3% | 2025-Q1 stale |
| Paradiem, LLC | 34,789 | $842K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 28,693 | $689K | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 24,715 | $593K | 0.1% | 2025-Q2 stale |
| Keel Point, LLC trimmed | 23,897 | $578K | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 22,814 | $548K | 0.1% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC added | 21,605 | $513K | 0.1% | 2025-Q1 stale |
| StoneX Group Inc. trimmed | 20,036 | $477K | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 17,008 | $404K | 0.1% | 2025-Q1 stale |
| Strategic Blueprint, LLC trimmed | 15,025 | $357K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 12,544 | $302K | 0.1% | 2025-Q2 stale |
| Advisory Alpha, LLC trimmed | 12,369 | $300K | 0.1% | 2025-Q3 stale |
| PVG ASSET MANAGEMENT CORP added | 11,071 | $268K | 0.1% | 2025-Q4 stale |
| McElhenny Sheffield Capital Management, LLC trimmed | 10,755 | $258K | 0.1% | 2025-Q2 stale |
| Focus Financial Network, Inc. trimmed | 10,627 | $258K | 0.1% | 2025-Q3 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.