Who owns IBDS (IBDS)
Which tracked institutional funds hold IBDS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBDS 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 IBDS is one-sided between 2025-Q4 and 2026-Q1: 112 added or opened and 36 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
IBDS’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 0.3pp gap the other way — the median holder sizes IBDS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBDS 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 426 tracked filers holding IBDS, 288 increased or opened the position and 107 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 IBDS 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 14
- Wick Capital Partners, LLC$22M
- LBMC INVESTMENT ADVISORS, LLC$6M
- Foundation Wealth Management, LLC$3M
- AssuredPartners Investment Advisors, LLC$2M
- Independent Advisor Alliance$2M
- Cerity Partners LLC$1M
Full exits 17
- HighTower Advisors, LLC$44M
- Klingman & Associates, LLC$25M
- NewEdge Advisors, LLC$18M
- Global Retirement Partners, LLC$14M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$10M
- SPRENG CAPITAL MANAGEMENT, INC.$7M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
- THREADGILL FINANCIAL, LLC$13M
- UBS Group AG$9M
- Mesirow Financial Investment Management, Inc.$8M
- BEESE FULMER INVESTMENT MANAGEMENT, INC.$7M
- BANK OF AMERICA CORP /DE/$7M
Largest trims
- Venture Visionary Partners LLC$14M
- WELLS FARGO & COMPANY/MN$8M
- Arrow Financial Corp$3M
- Keeler Thomas Management LLC$3M
- HM PAYSON & CO$3M
- STIFEL FINANCIAL CORP$2M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 9,267,348 | $225M | 9.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,201,127 | $126M | 5.4% | 2026-Q1 |
| MORGAN STANLEY added | 4,400,005 | $107M | 4.5% | 2026-Q1 |
| UBS Group AG added | 4,263,390 | $103M | 4.4% | 2026-Q1 |
| HM PAYSON & CO trimmed | 4,133,684 | $100M | 4.3% | 2026-Q1 |
| LPL Financial LLC added | 3,437,609 | $83M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,375,777 | $82M | 3.5% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 2,048,974 | $50M | 2.1% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 1,933,008 | $47M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,819,241 | $44M | 1.9% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 1,762,449 | $43M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,710,353 | $41M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,627,920 | $39M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,483,260 | $36M | 1.5% | 2026-Q1 |
| Gratus Wealth Advisors, LLC added | 1,465,127 | $36M | 1.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,455,970 | $35M | 1.5% | 2026-Q1 |
| THREADGILL FINANCIAL, LLC added | 1,420,636 | $34M | 1.5% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 1,371,208 | $33M | 1.4% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 1,360,290 | $33M | 1.4% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,295,766 | $31M | 1.3% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 1,269,820 | $31M | 1.3% | 2026-Q1 |
| RVW Wealth, LLC added | 1,217,920 | $30M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,150,506 | $28M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,017,461 | $25M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,003,964 | $24M | 1.0% | 2026-Q1 |
| TABR Capital Management, LLC added | 990,460 | $24M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 986,619 | $24M | 1.0% | 2026-Q1 |
| Wick Capital Partners, LLC added | 893,964 | $22M | 0.9% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 857,584 | $21M | 0.9% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 787,989 | $19M | 0.8% | 2026-Q1 |
| Summit Asset Management, LLC added | 772,155 | $19M | 0.8% | 2026-Q1 |
| REBALANCE, LLC trimmed | 759,422 | $18M | 0.8% | 2026-Q1 |
| Focus Partners Wealth added | 756,131 | $18M | 0.8% | 2026-Q1 |
| Meiji Yasuda Life Insurance Co added | 755,000 | $18M | 0.8% | 2026-Q1 |
| Glenview Trust Co trimmed | 739,672 | $18M | 0.8% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 739,406 | $18M | 0.8% | 2026-Q1 |
| US BANCORP \DE\ added | 701,448 | $17M | 0.7% | 2026-Q1 |
| SPINNAKER TRUST added | 680,902 | $17M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 666,245 | $16M | 0.7% | 2026-Q1 |
| Strid Group, LLC added | 614,150 | $15M | 0.6% | 2026-Q1 |
| CENTRAL TRUST Co added | 612,998 | $15M | 0.6% | 2026-Q1 |
| BlackRock, Inc. added | 591,182 | $14M | 0.6% | 2026-Q1 |
| CWM, LLC added | 582,167 | $14M | 0.6% | 2026-Q1 |
| First National Trust Co added | 579,749 | $14M | 0.6% | 2026-Q1 |
| Venture Visionary Partners LLC trimmed | 572,850 | $14M | 0.6% | 2026-Q1 |
| LYELL WEALTH MANAGEMENT, LP added | 556,683 | $13M | 0.6% | 2026-Q1 |
| NOVEM GROUP added | 520,477 | $13M | 0.5% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 511,346 | $12M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 483,816 | $12M | 0.5% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 466,908 | $11M | 0.5% | 2026-Q1 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. added | 451,426 | $11M | 0.5% | 2026-Q1 |
| Arrow Financial Corp trimmed | 434,774 | $11M | 0.4% | 2026-Q1 |
| First International Bank of Israel Ltd. trimmed | 419,402 | $10M | 0.4% | 2026-Q1 |
| Cornerstone Planning, LLC added | 398,278 | $10M | 0.4% | 2026-Q1 |
| Allworth Financial LP added | 398,322 | $10M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 375,764 | $9M | 0.4% | 2026-Q1 |
| ARCADIA INVESTMENT ADVISORS LLC added | 375,457 | $9M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 354,327 | $9M | 0.4% | 2026-Q1 |
| Peloton Wealth Strategists added | 351,820 | $9M | 0.4% | 2026-Q1 |
| InvesTrust added | 347,814 | $8M | 0.4% | 2026-Q1 |
| PFG Private Wealth Management, LLC added | 338,044 | $8M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 334,454 | $8M | 0.3% | 2026-Q1 |
| Composition Wealth, LLC added | 330,998 | $8M | 0.3% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC trimmed | 329,125 | $8M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 323,661 | $8M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 314,211 | $8M | 0.3% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 313,639 | $8M | 0.3% | 2026-Q1 |
| Kesler, Norman & Wride, LLC added | 307,305 | $7M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 293,757 | $7M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 283,652 | $7M | 0.3% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 283,263 | $7M | 0.3% | 2026-Q1 |
| Ironwood Financial, llc added | 281,089 | $7M | 0.3% | 2026-Q1 |
| Madden Advisory Services, Inc. added | 280,567 | $7M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 279,164 | $7M | 0.3% | 2026-Q1 |
| HAMEL ASSOCIATES, INC. added | 272,676 | $7M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 272,482 | $7M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 269,497 | $7M | 0.3% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 265,210 | $6M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 263,207 | $6M | 0.3% | 2026-Q1 |
| Signature Wealth Management Group trimmed | 259,932 | $6M | 0.3% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC added | 259,209 | $6M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 258,005 | $6M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 257,207 | $6M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 258,026 | $6M | 0.3% | 2026-Q1 |
| MCF Advisors LLC added | 251,668 | $6M | 0.3% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 250,308 | $6M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 246,380 | $6M | 0.3% | 2026-Q1 |
| Winthrop Partners - WNY, LLC added | 245,120 | $6M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,799,646 | $44M | 1.9% | 2025-Q4 stale |
| Klingman & Associates, LLC added | 1,027,244 | $25M | 1.1% | 2025-Q4 stale |
| Seven Springs Wealth Group, LLC added | 808,173 | $20M | 0.8% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 723,911 | $18M | 0.7% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 564,254 | $14M | 0.6% | 2025-Q4 stale |
| Windsor Capital Management, LLC trimmed | 444,891 | $11M | 0.5% | 2025-Q3 stale |
| Vishria Bird Financial Group, LLC new | 408,784 | $10M | 0.4% | 2025-Q3 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 393,499 | $10M | 0.4% | 2025-Q4 stale |
| Wolfstich Capital, LLC | 324,373 | $8M | 0.3% | 2025-Q1 stale |
| SPRENG CAPITAL MANAGEMENT, INC. new | 290,835 | $7M | 0.3% | 2025-Q4 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 262,378 | $6M | 0.3% | 2025-Q2 stale |
| Sandy Spring Bank added | 249,431 | $6M | 0.3% | 2025-Q1 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.