Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
94 tracked funds added or opened IBDS while 65 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
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 2026-Q1 and 2026-Q2, across 405 tracked filers holding IBDS, 232 increased or opened the position and 171 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 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 13
- Klingman & Associates, LLC$23M
- NewEdge Advisors, LLC$20M
- Global Retirement Partners, LLC$9M
- Windsor Capital Management, LLC$9M
- Concurrent Investment Advisors, LLC$8M
- IFG Advisory, LLC$2M
Full exits 31
- THREADGILL FINANCIAL, LLC$34M
- TABR Capital Management, LLC$24M
- CWM, LLC$14M
- First International Bank of Israel Ltd.$10M
- Peloton Wealth Strategists$9M
- Cambridge Investment Research Advisors, Inc.$6M
Largest adds
- BANK OF AMERICA CORP /DE/$10M
- McGuire Investment Group, LLC$10M
- RAYMOND JAMES FINANCIAL INC$9M
- MERCER GLOBAL ADVISORS INC /ADV$9M
- Integrated Wealth Concepts LLC$6M
- LPL Financial LLC$5M
Largest trims
- CAPITAL ADVISORS INC/OK$47M
- Commonwealth Financial Services, LLC$7M
- WOODMONT INVESTMENT COUNSEL LLC$7M
- Arrow Financial Corp$5M
- WELLS FARGO & COMPANY/MN$4M
- Equitable Holdings, Inc.$4M
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 | 9,690,105 | $235M | 10.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,566,800 | $135M | 6.0% | 2026-Q2 |
| MORGAN STANLEY added | 4,571,915 | $111M | 4.9% | 2026-Q2 |
| UBS Group AG trimmed | 4,219,212 | $102M | 4.6% | 2026-Q2 |
| HM PAYSON & CO added | 4,152,438 | $101M | 4.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,756,955 | $91M | 4.1% | 2026-Q2 |
| LPL Financial LLC added | 3,652,706 | $88M | 3.9% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC added | 2,150,618 | $52M | 2.3% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 1,918,973 | $46M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,906,529 | $46M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,654,457 | $40M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,520,764 | $37M | 1.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,512,130 | $37M | 1.6% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 1,501,436 | $36M | 1.6% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 1,464,682 | $35M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,457,509 | $35M | 1.6% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 1,336,886 | $32M | 1.4% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,331,503 | $32M | 1.4% | 2026-Q2 |
| RVW Wealth, LLC added | 1,272,324 | $31M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,179,587 | $29M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,163,553 | $28M | 1.3% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 1,062,966 | $26M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,051,623 | $25M | 1.1% | 2026-Q2 |
| Wick Capital Partners, LLC added | 1,021,785 | $25M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 973,907 | $24M | 1.1% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 959,571 | $23M | 1.0% | 2026-Q2 |
| Focus Partners Wealth added | 931,010 | $23M | 1.0% | 2026-Q2 |
| Meiji Yasuda Life Insurance Co added | 866,000 | $21M | 0.9% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 857,584 | $21M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 827,982 | $20M | 0.9% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 818,429 | $20M | 0.9% | 2026-Q2 |
| Summit Asset Management, LLC added | 787,752 | $19M | 0.8% | 2026-Q2 |
| US BANCORP \DE\ added | 775,764 | $19M | 0.8% | 2026-Q2 |
| Glenview Trust Co added | 754,877 | $18M | 0.8% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 742,094 | $18M | 0.8% | 2026-Q2 |
| SPINNAKER TRUST added | 732,003 | $18M | 0.8% | 2026-Q2 |
| REBALANCE, LLC trimmed | 714,290 | $17M | 0.8% | 2026-Q2 |
| BlackRock, Inc. added | 702,212 | $17M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 671,274 | $16M | 0.7% | 2026-Q2 |
| CENTRAL TRUST Co added | 632,851 | $15M | 0.7% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 624,892 | $15M | 0.7% | 2026-Q2 |
| Strid Group, LLC trimmed | 610,929 | $15M | 0.7% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP added | 592,813 | $14M | 0.6% | 2026-Q2 |
| NOVEM GROUP added | 588,288 | $14M | 0.6% | 2026-Q2 |
| First National Trust Co added | 583,708 | $14M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 499,403 | $12M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 498,349 | $12M | 0.5% | 2026-Q2 |
| Venture Visionary Partners LLC trimmed | 456,702 | $11M | 0.5% | 2026-Q2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. added | 452,252 | $11M | 0.5% | 2026-Q2 |
| Allworth Financial LP added | 439,872 | $11M | 0.5% | 2026-Q2 |
| McGuire Investment Group, LLC added | 416,994 | $10M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 407,419 | $10M | 0.4% | 2026-Q2 |
| Cornerstone Planning, LLC added | 406,654 | $10M | 0.4% | 2026-Q2 |
| ARCADIA INVESTMENT ADVISORS LLC added | 393,504 | $10M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 381,291 | $9M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 376,949 | $9M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 374,157 | $9M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 373,549 | $9M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 370,829 | $9M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 365,074 | $9M | 0.4% | 2026-Q2 |
| Windsor Capital Management, LLC trimmed | 363,900 | $9M | 0.4% | 2026-Q2 |
| InvesTrust added | 353,843 | $9M | 0.4% | 2026-Q2 |
| Composition Wealth, LLC added | 351,582 | $9M | 0.4% | 2026-Q2 |
| Parallel Advisors, LLC added | 351,126 | $9M | 0.4% | 2026-Q2 |
| Ironwood Financial, llc added | 350,537 | $8M | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 346,518 | $8M | 0.4% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 336,581 | $8M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 334,825 | $8M | 0.4% | 2026-Q2 |
| Great Diamond Partners, LLC added | 323,681 | $8M | 0.3% | 2026-Q2 |
| PFG Private Wealth Management, LLC trimmed | 309,328 | $7M | 0.3% | 2026-Q2 |
| Kesler, Norman & Wride, LLC trimmed | 298,243 | $7M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 294,645 | $7M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 293,807 | $7M | 0.3% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 284,709 | $7M | 0.3% | 2026-Q2 |
| Madden Advisory Services, Inc. trimmed | 278,182 | $7M | 0.3% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 271,735 | $7M | 0.3% | 2026-Q2 |
| HAMEL ASSOCIATES, INC. trimmed | 265,974 | $6M | 0.3% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 262,033 | $6M | 0.3% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 261,333 | $6M | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 260,060 | $6M | 0.3% | 2026-Q2 |
| MCF Advisors LLC added | 254,899 | $6M | 0.3% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 252,959 | $6M | 0.3% | 2026-Q2 |
| Winthrop Partners - WNY, LLC added | 246,226 | $6M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 242,492 | $6M | 0.3% | 2026-Q2 |
| Houlihan Financial Resource Group, Ltd. added | 238,729 | $6M | 0.3% | 2026-Q2 |
| SONATA CAPITAL GROUP INC added | 237,110 | $6M | 0.3% | 2026-Q2 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV added | 233,904 | $6M | 0.3% | 2026-Q2 |
| Resonant Capital Advisors, LLC | 233,352 | $6M | 0.3% | 2026-Q2 |
| Crews Bank & Trust added | 226,390 | $5M | 0.2% | 2026-Q2 |
| Heartland Bank & Trust Co added | 226,152 | $5M | 0.2% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. added | 223,130 | $5M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 218,269 | $5M | 0.2% | 2026-Q2 |
| ES4, LLC added | 217,898 | $5M | 0.2% | 2026-Q2 |
| Arrow Financial Corp trimmed | 209,525 | $5M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 201,638 | $5M | 0.2% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 196,600 | $5M | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 192,732 | $5M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 186,041 | $5M | 0.2% | 2026-Q2 |
| Robbins Farley added | 184,636 | $4M | 0.2% | 2026-Q2 |
| 10Elms LLP added | 183,989 | $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.