Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
64 tracked funds added or opened IBDR while 96 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
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 0.2% 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 2026-Q1 and 2026-Q2, across 409 tracked filers holding IBDR, 174 increased or opened the position and 228 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 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 16
- NewEdge Advisors, LLC$28M
- Global Retirement Partners, LLC$11M
- Rubicon Advisors, GP$3M
- OLD MISSION CAPITAL LLC$2M
- IFG Advisory, LLC$2M
- FIDUCIARY FINANCIAL ADVISORS$2M
Full exits 32
- TABR Capital Management, LLC$24M
- CWM, LLC$16M
- BlackRock, Inc.$14M
- MOSELEY INVESTMENT MANAGEMENT INC$10M
- Thrivent Financial for Lutherans$10M
- McGuire Investment Group, LLC$9M
Largest adds
- MCF Advisors LLC$5M
- JANE STREET GROUP, LLC$5M
- Integrated Wealth Concepts LLC$5M
- HOWLAND CAPITAL MANAGEMENT LLC$4M
- Kestra Advisory Services, LLC$3M
- EP Wealth Advisors, LLC$3M
Largest trims
- SHUFRO ROSE & CO LLC$30M
- Sound View Wealth Advisors Group, LLC$12M
- AMERIPRISE FINANCIAL INC$9M
- Beaumont Asset Management, L.L.C.$9M
- Arrow Financial Corp$5M
- Krilogy Financial LLC$5M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 9,829,831 | $238M | 12.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,313,634 | $105M | 5.6% | 2026-Q2 |
| HM PAYSON & CO trimmed | 4,186,318 | $101M | 5.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,879,923 | $94M | 5.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,576,118 | $87M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,484,975 | $60M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,648,333 | $40M | 2.1% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 1,527,912 | $37M | 2.0% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 1,502,321 | $36M | 1.9% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 1,496,018 | $36M | 1.9% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 1,472,485 | $36M | 1.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,415,924 | $34M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,305,406 | $32M | 1.7% | 2026-Q2 |
| RVW Wealth, LLC added | 1,165,091 | $28M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,162,481 | $28M | 1.5% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC trimmed | 1,146,679 | $28M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,136,875 | $28M | 1.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,093,602 | $26M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,068,172 | $26M | 1.4% | 2026-Q2 |
| Mariner, LLC trimmed | 1,007,776 | $24M | 1.3% | 2026-Q2 |
| IFS Advisors, LLC added | 973,964 | $24M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 935,865 | $23M | 1.2% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 872,266 | $21M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 862,303 | $21M | 1.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 838,929 | $20M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 837,009 | $20M | 1.1% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 751,427 | $18M | 1.0% | 2026-Q2 |
| Glenview Trust Co added | 729,084 | $18M | 0.9% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 714,410 | $17M | 0.9% | 2026-Q2 |
| REBALANCE, LLC trimmed | 711,980 | $17M | 0.9% | 2026-Q2 |
| Venture Visionary Partners LLC trimmed | 662,326 | $16M | 0.9% | 2026-Q2 |
| SPINNAKER TRUST added | 661,842 | $16M | 0.9% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 660,322 | $16M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 652,971 | $16M | 0.8% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 591,531 | $14M | 0.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 574,362 | $14M | 0.7% | 2026-Q2 |
| Strid Group, LLC trimmed | 538,854 | $13M | 0.7% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 525,939 | $13M | 0.7% | 2026-Q2 |
| NovaPoint Capital, LLC trimmed | 523,659 | $13M | 0.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 508,244 | $12M | 0.7% | 2026-Q2 |
| IFP Advisors, Inc added | 495,135 | $12M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 471,188 | $11M | 0.6% | 2026-Q2 |
| Wick Capital Partners, LLC trimmed | 457,123 | $11M | 0.6% | 2026-Q2 |
| MCF Advisors LLC added | 452,688 | $11M | 0.6% | 2026-Q2 |
| Allworth Financial LP added | 448,668 | $11M | 0.6% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 443,156 | $11M | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 441,512 | $11M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 421,595 | $10M | 0.5% | 2026-Q2 |
| ARCADIA INVESTMENT ADVISORS LLC added | 409,478 | $10M | 0.5% | 2026-Q2 |
| Balentine LLC trimmed | 397,242 | $10M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC added | 392,395 | $10M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 392,070 | $9M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 391,318 | $9M | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 377,655 | $9M | 0.5% | 2026-Q2 |
| First National Trust Co trimmed | 368,206 | $9M | 0.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 367,674 | $9M | 0.5% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 351,386 | $9M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 350,589 | $8M | 0.5% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP trimmed | 350,401 | $8M | 0.5% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 341,342 | $8M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 334,081 | $8M | 0.4% | 2026-Q2 |
| Kesler, Norman & Wride, LLC trimmed | 325,975 | $8M | 0.4% | 2026-Q2 |
| Madden Advisory Services, Inc. trimmed | 325,410 | $8M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 323,679 | $8M | 0.4% | 2026-Q2 |
| Parallel Advisors, LLC added | 320,102 | $8M | 0.4% | 2026-Q2 |
| InvesTrust trimmed | 317,326 | $8M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 289,388 | $7M | 0.4% | 2026-Q2 |
| Cornerstone Planning, LLC added | 288,419 | $7M | 0.4% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 254,470 | $6M | 0.3% | 2026-Q2 |
| Resonant Capital Advisors, LLC trimmed | 247,125 | $6M | 0.3% | 2026-Q2 |
| Creative Planning added | 242,647 | $6M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 237,318 | $6M | 0.3% | 2026-Q2 |
| Laurel Wealth Advisors LLC trimmed | 236,025 | $6M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 233,838 | $6M | 0.3% | 2026-Q2 |
| Delta Wealth Advisors LLC added | 229,154 | $6M | 0.3% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 229,073 | $6M | 0.3% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 227,209 | $6M | 0.3% | 2026-Q2 |
| Houlihan Financial Resource Group, Ltd. trimmed | 222,124 | $5M | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 220,984 | $5M | 0.3% | 2026-Q2 |
| HAMEL ASSOCIATES, INC. trimmed | 215,254 | $5M | 0.3% | 2026-Q2 |
| Crews Bank & Trust trimmed | 211,905 | $5M | 0.3% | 2026-Q2 |
| Heartland Bank & Trust Co added | 211,676 | $5M | 0.3% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 209,385 | $5M | 0.3% | 2026-Q2 |
| Praetorian Wealth Management, Inc. trimmed | 209,282 | $5M | 0.3% | 2026-Q2 |
| Winthrop Partners - WNY, LLC trimmed | 205,075 | $5M | 0.3% | 2026-Q2 |
| 10Elms LLP added | 203,963 | $5M | 0.3% | 2026-Q2 |
| Arrow Financial Corp trimmed | 200,769 | $5M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 197,059 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 188,573 | $5M | 0.2% | 2026-Q2 |
| Quantum Financial Advisors, LLC trimmed | 185,634 | $4M | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 181,703 | $4M | 0.2% | 2026-Q2 |
| Ironwood Financial, llc trimmed | 178,257 | $4M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 173,411 | $4M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 172,000 | $4M | 0.2% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. trimmed | 166,761 | $4M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC trimmed | 164,601 | $4M | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 157,410 | $4M | 0.2% | 2026-Q2 |
| Evergreen Private Wealth LLC added | 155,968 | $4M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 155,842 | $4M | 0.2% | 2026-Q2 |
| SYON CAPITAL LLC added | 150,764 | $4M | 0.2% | 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.