Who owns 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-Q2 13F filings (latest filed 2026-08-24). 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
18 tracked funds added or opened IBD while 19 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
IBD’s largest tracked holder by dollar value, Inspire Advisors, LLC, sizes it at 6.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.8pp 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 2026-Q1 and 2026-Q2, across 107 tracked filers holding IBD, 68 increased or opened the position and 49 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 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 2
- Discipline Wealth Solutions, LLC$1M
- LITTLEJOHN FINANCIAL SERVICES, INC.$744K
Full exits 7
- OneAscent Wealth Management LLC$7M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2M
- Cambridge Investment Research Advisors, Inc.$2M
- JANE STREET GROUP, LLC$1M
- Independent Advisor Alliance$892K
- OneAscent Family Office, LLC$837K
Largest adds
- LPL Financial LLC$5M
- Faithward Advisors, LLC$1M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$980K
- OSAIC HOLDINGS, INC.$793K
- Allworth Financial LP$780K
- Simplicity Wealth,LLC$679K
Largest trims
- CreativeOne Wealth, LLC$13M
- Inspire Advisors, LLC$6M
- Inspire Investing, LLC$5M
- CITADEL ADVISORS LLC$3M
- OneAscent Financial Services LLC$3M
- Cetera Investment Advisers$2M
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 |
|---|---|---|---|---|
| Inspire Advisors, LLC trimmed | 4,102,463 | $98M | 27.5% | 2026-Q2 |
| Faithward Advisors, LLC added | 1,715,901 | $41M | 11.5% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 968,280 | $23M | 6.5% | 2026-Q2 |
| LPL Financial LLC added | 823,286 | $20M | 5.5% | 2026-Q2 |
| Bare Financial Services, Inc added | 795,094 | $19M | 5.3% | 2026-Q2 |
| Inspire Investing, LLC trimmed | 768,594 | $18M | 5.1% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 548,881 | $13M | 3.7% | 2026-Q2 |
| PAX Financial Group, LLC added | 348,665 | $8M | 2.3% | 2026-Q2 |
| Plan A Wealth LLC added | 322,041 | $8M | 2.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 267,448 | $6M | 1.8% | 2026-Q2 |
| ASSETMARK, INC added | 222,966 | $5M | 1.5% | 2026-Q2 |
| LVZ, Inc. added | 197,625 | $5M | 1.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 187,444 | $4M | 1.3% | 2026-Q2 |
| Legacy Wealth Asset Management, LLC added | 184,769 | $4M | 1.2% | 2026-Q2 |
| Allworth Financial LP added | 180,701 | $4M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 180,131 | $4M | 1.2% | 2026-Q2 |
| WorthPointe, LLC trimmed | 154,171 | $4M | 1.0% | 2026-Q2 |
| Range Financial Group LLC added | 152,721 | $4M | 1.0% | 2026-Q2 |
| OneAscent Investment Solutions LLC trimmed | 147,937 | $4M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 126,122 | $3M | 0.8% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 123,684 | $3M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 114,735 | $3M | 0.8% | 2026-Q2 |
| Belpointe Asset Management LLC added | 106,334 | $3M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 105,133 | $2M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 97,889 | $2M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 95,153 | $2M | 0.6% | 2026-Q2 |
| VICUS CAPITAL added | 90,985 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 88,211 | $2M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 81,140 | $2M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 79,048 | $2M | 0.5% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 74,425 | $2M | 0.5% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 60,634 | $1M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 58,365 | $1M | 0.4% | 2026-Q2 |
| Discipline Wealth Solutions, LLC new | 56,200 | $1M | 0.4% | 2026-Q2 |
| Cornerstone Financial Management LLC trimmed | 53,339 | $1M | 0.4% | 2026-Q2 |
| Allen Capital Group, LLC trimmed | 53,281 | $1M | 0.4% | 2026-Q2 |
| Optivise Advisory Services LLC trimmed | 51,632 | $1M | 0.3% | 2026-Q2 |
| Revisor Wealth Management LLC added | 50,838 | $1M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 47,881 | $1M | 0.3% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 47,710 | $1M | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 44,442 | $1M | 0.3% | 2026-Q2 |
| TRUST POINT INC. trimmed | 42,761 | $1M | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 41,930 | $997K | 0.3% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 40,229 | $956K | 0.3% | 2026-Q2 |
| Tulsa Wealth Advisors, INC added | 37,299 | $887K | 0.2% | 2026-Q2 |
| LITTLEJOHN FINANCIAL SERVICES, INC. new | 31,298 | $744K | 0.2% | 2026-Q2 |
| LifeGuide Financial Advisors, LLC added | 29,545 | $702K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 29,217 | $694K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 29,051 | $691K | 0.2% | 2026-Q2 |
| Larry Mathis Financial Planning, LLC | 25,762 | $612K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 25,527 | $607K | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 24,931 | $593K | 0.2% | 2026-Q2 |
| Keel Point, LLC added | 24,806 | $590K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 24,127 | $573K | 0.2% | 2026-Q2 |
| Pioneer Wealth Management Group added | 23,605 | $561K | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 21,914 | $521K | 0.1% | 2026-Q2 |
| Turning Point Benefit Group, Inc. trimmed | 19,600 | $466K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 19,551 | $465K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 19,504 | $464K | 0.1% | 2026-Q2 |
| Demars Financial Group, LLC new | 19,434 | $462K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 19,163 | $456K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,777 | $446K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 18,235 | $433K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. trimmed | 17,679 | $420K | 0.1% | 2026-Q2 |
| Blue Trust, Inc. added | 17,056 | $405K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 16,284 | $387K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 16,036 | $381K | 0.1% | 2026-Q2 |
| MRA Advisory Group added | 14,727 | $350K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC new | 14,643 | $348K | 0.1% | 2026-Q2 |
| Trek Financial, LLC trimmed | 14,628 | $348K | 0.1% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,500 | $345K | 0.1% | 2026-Q2 |
| Hobbs Group Advisors, LLC trimmed | 14,488 | $344K | 0.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 13,960 | $332K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 13,959 | $332K | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC new | 13,493 | $321K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 13,389 | $318K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC added | 12,710 | $302K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 12,483 | $297K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,301 | $268K | 0.1% | 2026-Q2 |
| Straight Path Wealth Management trimmed | 10,898 | $259K | 0.1% | 2026-Q2 |
| Schwallier Wealth Management LLC trimmed | 10,631 | $253K | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 10,568 | $251K | 0.1% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP | 10,488 | $249K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 10,377 | $247K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 10,227 | $243K | 0.1% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. new | 10,000 | $238K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 9,053 | $214K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 8,866 | $211K | 0.1% | 2026-Q2 |
| Van Diest Capital, LLC new | 8,723 | $207K | 0.1% | 2026-Q2 |
| Christian Investment Advisors, Inc. trimmed | 8,706 | $207K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 8,433 | $200K | 0.1% | 2026-Q2 |
| SHP Wealth Management trimmed | 7,004 | $166K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 6,078 | $144K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 4,012 | $95K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 3,597 | $85K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 2,548 | $61K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 2,359 | $56K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. new | 1,984 | $47K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 1,543 | $37K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 1,085 | $26K | 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.