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Institutional Ownership · SEC Form 13F

Who owns IBDR (IBDR)


Which tracked institutional funds hold IBDR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBDR 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.

437
Institutional holders
96,460,822
Shares held (tracked funds)

How the tape is positioned

91 tracked funds added or opened IBDR while 72 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

IBDR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes IBDR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IBDR 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 437 tracked filers holding IBDR, 226 increased or opened the position and 190 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 IBDR 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 21

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25M
  • Wick Capital Partners, LLC$12M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
  • CITADEL ADVISORS LLC$6M
  • LBMC INVESTMENT ADVISORS, LLC$5M
  • JANE STREET GROUP, LLC$4M

Full exits 20

  • HighTower Advisors, LLC$34M
  • NewEdge Advisors, LLC$25M
  • COWA, LLC$19M
  • Klingman & Associates, LLC$17M
  • Global Retirement Partners, LLC$14M
  • Integras Partners LLC$6M

Largest adds

  • Mesirow Financial Investment Management, Inc.$11M
  • COMMONWEALTH EQUITY SERVICES, LLC$7M
  • Composition Wealth, LLC$6M
  • BlackRock, Inc.$5M
  • Beaumont Asset Management, L.L.C.$5M
  • ENVESTNET ASSET MANAGEMENT INC$4M

Largest trims

  • Sarver Vrooman Wealth Advisors$45M
  • CAPTRUST FINANCIAL ADVISORS$33M
  • Journey Advisory Group, LLC$19M
  • RAYMOND JAMES FINANCIAL INC$14M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10M
  • Bulltick Wealth Management, LLC$9M

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added9,785,471$237M10.9%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added4,273,058$104M4.7%2026-Q1
HM PAYSON & CO trimmed4,190,511$102M4.7%2026-Q1
LPL Financial LLC trimmed4,044,967$98M4.5%2026-Q1
MORGAN STANLEY trimmed3,750,218$91M4.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed2,666,707$65M3.0%2026-Q1
Sound View Wealth Advisors Group, LLC trimmed1,981,257$48M2.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,684,063$41M1.9%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed1,544,174$37M1.7%2026-Q1
Gratus Wealth Advisors, LLC added1,496,505$36M1.7%2026-Q1
ROYAL BANK OF CANADA trimmed1,456,647$35M1.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,446,933$35M1.6%2026-Q1
Kathmere Capital Management, LLC added1,392,870$34M1.5%2026-Q1
HOWLAND CAPITAL MANAGEMENT LLC trimmed1,328,040$32M1.5%2026-Q1
SHUFRO ROSE & CO LLC added1,243,779$30M1.4%2026-Q1
Focus Partners Wealth trimmed1,231,735$30M1.4%2026-Q1
SIGMA INVESTMENT COUNSELORS INC trimmed1,157,018$28M1.3%2026-Q1
RVW Wealth, LLC trimmed1,140,545$28M1.3%2026-Q1
Kestra Advisory Services, LLC added1,032,655$25M1.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,023,954$25M1.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,018,078$25M1.1%2026-Q1
Mariner, LLC added1,012,174$25M1.1%2026-Q1
TABR Capital Management, LLC added995,431$24M1.1%2026-Q1
IFS Advisors, LLC added967,802$23M1.1%2026-Q1
Mesirow Financial Investment Management, Inc. added882,856$21M1.0%2026-Q1
TRUIST FINANCIAL CORP added866,738$21M1.0%2026-Q1
Venture Visionary Partners LLC added864,007$21M1.0%2026-Q1
BENJAMIN EDWARDS INC added809,589$20M0.9%2026-Q1
REBALANCE, LLC trimmed760,385$18M0.8%2026-Q1
US BANCORP \DE\ trimmed753,280$18M0.8%2026-Q1
MV CAPITAL MANAGEMENT, INC. added751,427$18M0.8%2026-Q1
Glenview Trust Co added710,955$17M0.8%2026-Q1
CWM, LLC added676,932$16M0.8%2026-Q1
Sanctuary Advisors, LLC added656,994$16M0.7%2026-Q1
NovaPoint Capital, LLC trimmed634,876$15M0.7%2026-Q1
Capital Investment Advisors, LLC added618,381$15M0.7%2026-Q1
Strid Group, LLC added605,901$15M0.7%2026-Q1
BlackRock, Inc. added591,702$14M0.7%2026-Q1
Beacon Pointe Advisors, LLC added587,263$14M0.7%2026-Q1
SPINNAKER TRUST added574,526$14M0.6%2026-Q1
CENTRAL TRUST Co trimmed544,053$13M0.6%2026-Q1
Wick Capital Partners, LLC added483,277$12M0.5%2026-Q1
IFP Advisors, Inc added481,235$12M0.5%2026-Q1
Beaumont Asset Management, L.L.C. added476,015$12M0.5%2026-Q1
EP Wealth Advisors, LLC trimmed467,626$11M0.5%2026-Q1
LYELL WEALTH MANAGEMENT, LP trimmed466,279$11M0.5%2026-Q1
MOSELEY INVESTMENT MANAGEMENT INC added427,717$10M0.5%2026-Q1
Arrow Financial Corp trimmed425,552$10M0.5%2026-Q1
Thrivent Financial for Lutherans added423,284$10M0.5%2026-Q1
Allworth Financial LP added422,914$10M0.5%2026-Q1
First National Trust Co added421,948$10M0.5%2026-Q1
Balentine LLC added413,945$10M0.5%2026-Q1
ARCADIA INVESTMENT ADVISORS LLC added395,319$10M0.4%2026-Q1
Composition Wealth, LLC added385,152$9M0.4%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added384,335$9M0.4%2026-Q1
STIFEL FINANCIAL CORP added383,721$9M0.4%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added372,480$9M0.4%2026-Q1
McGuire Investment Group, LLC trimmed361,392$9M0.4%2026-Q1
SAX WEALTH ADVISORS, LLC361,295$9M0.4%2026-Q1
Cetera Investment Advisers added354,257$9M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added346,653$8M0.4%2026-Q1
Kesler, Norman & Wride, LLC added338,601$8M0.4%2026-Q1
Atria Investments, Inc added338,284$8M0.4%2026-Q1
Madden Advisory Services, Inc. added330,152$8M0.4%2026-Q1
Ironwood Financial, llc trimmed325,923$8M0.4%2026-Q1
InvesTrust trimmed324,114$8M0.4%2026-Q1
OneDigital Investment Advisors LLC trimmed317,587$8M0.4%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added309,783$8M0.3%2026-Q1
Merit Financial Group, LLC added306,232$7M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed301,268$7M0.3%2026-Q1
Peloton Wealth Strategists trimmed299,140$7M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added297,340$7M0.3%2026-Q1
Integrated Wealth Concepts LLC added296,826$7M0.3%2026-Q1
Cornerstone Planning, LLC trimmed287,167$7M0.3%2026-Q1
Parallel Advisors, LLC added269,365$7M0.3%2026-Q1
Resonant Capital Advisors, LLC trimmed257,107$6M0.3%2026-Q1
Modern Wealth Management, LLC added257,844$6M0.3%2026-Q1
Private Advisor Group, LLC trimmed253,392$6M0.3%2026-Q1
REGIONS FINANCIAL CORP added249,174$6M0.3%2026-Q1
FULTON BREAKEFIELD BROENNIMAN LLC trimmed248,643$6M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed243,254$6M0.3%2026-Q1
HAMEL ASSOCIATES, INC. added242,963$6M0.3%2026-Q1
Laurel Wealth Advisors LLC trimmed240,600$6M0.3%2026-Q1
CAPITAL ADVISORS INC/OK added2,500,009$61M2.8%2025-Q2 stale
HighTower Advisors, LLC added1,396,686$34M1.6%2025-Q4 stale
NewEdge Advisors, LLC added1,046,723$25M1.2%2025-Q4 stale
WOODMONT INVESTMENT COUNSEL LLC trimmed970,565$24M1.1%2025-Q2 stale
COWA, LLC added817,998$19M0.9%2025-Q4 stale
Klingman & Associates, LLC trimmed712,284$17M0.8%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed689,186$17M0.8%2025-Q2 stale
Buffington Mohr McNeal trimmed571,694$14M0.6%2025-Q1 stale
Global Retirement Partners, LLC added557,348$14M0.6%2025-Q4 stale
Baltimore-Washington Financial Advisors, Inc. trimmed490,596$12M0.5%2025-Q3 stale
Windsor Capital Management, LLC added414,832$10M0.5%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed286,070$7M0.3%2025-Q2 stale
Wolfstich Capital, LLC299,957$7M0.3%2025-Q1 stale
Integras Partners LLC added265,970$6M0.3%2025-Q4 stale
EIGHT 31 FINANCIAL, LLC added254,196$6M0.3%2025-Q2 stale
Sandy Spring Bank added245,963$6M0.3%2025-Q1 stale
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed243,126$6M0.3%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership