Who owns IBDT
Which tracked institutional funds hold IBDT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBDT 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
127 tracked funds added or opened IBDT while 45 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
IBDT’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 0.4% of theirs — a 0.4pp gap the other way — the median holder sizes IBDT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBDT 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 422 tracked filers holding IBDT, 269 increased or opened the position and 139 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 IBDT 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 17
- NewEdge Advisors, LLC$21M
- Global Retirement Partners, LLC$9M
- Matthew Goff Investment Advisor, LLC$3M
- IFG Advisory, LLC$2M
- Meiji Yasuda Life Insurance Co$2M
- Weaver Consulting Group$2M
Full exits 20
- HighTower Advisors, LLC$45M
- THREADGILL FINANCIAL, LLC$22M
- Peloton Wealth Strategists$10M
- CITADEL ADVISORS LLC$7M
- CWM, LLC$7M
- Cambridge Investment Research Advisors, Inc.$6M
Largest adds
- TABR Capital Management, LLC$23M
- BANK OF AMERICA CORP /DE/$14M
- Summit Financial, LLC$14M
- LPL Financial LLC$9M
- Integrated Wealth Concepts LLC$6M
- UBS Group AG$6M
Largest trims
- Commonwealth Financial Services, LLC$7M
- Lido Advisors, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- WELLS FARGO & COMPANY/MN$6M
- WOODMONT INVESTMENT COUNSEL LLC$4M
- Modern Wealth Management, LLC$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 | 9,526,329 | $241M | 9.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,532,094 | $140M | 5.5% | 2026-Q2 |
| MORGAN STANLEY added | 4,818,723 | $122M | 4.8% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 4,224,505 | $107M | 4.2% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 3,890,204 | $98M | 3.9% | 2026-Q2 |
| UBS Group AG added | 3,771,658 | $95M | 3.8% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK added | 3,572,252 | $90M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,315,601 | $84M | 3.3% | 2026-Q2 |
| HM PAYSON & CO added | 3,174,609 | $80M | 3.2% | 2026-Q2 |
| LPL Financial LLC added | 2,896,388 | $73M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,718,025 | $43M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,675,867 | $42M | 1.7% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC added | 1,666,571 | $42M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,624,267 | $41M | 1.6% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 1,520,952 | $38M | 1.5% | 2026-Q2 |
| SUMMITRY LLC added | 1,507,612 | $38M | 1.5% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 1,453,743 | $37M | 1.5% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 1,410,511 | $36M | 1.4% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 1,388,753 | $35M | 1.4% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,336,901 | $34M | 1.3% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 1,309,506 | $33M | 1.3% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 1,294,887 | $33M | 1.3% | 2026-Q2 |
| RVW Wealth, LLC added | 1,206,680 | $30M | 1.2% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 1,090,554 | $28M | 1.1% | 2026-Q2 |
| Summit Financial, LLC added | 1,089,727 | $28M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,073,212 | $27M | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,070,569 | $27M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,067,372 | $27M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,000,332 | $25M | 1.0% | 2026-Q2 |
| TABR Capital Management, LLC added | 946,636 | $24M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 939,140 | $24M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 850,687 | $21M | 0.9% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 794,471 | $20M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 778,356 | $20M | 0.8% | 2026-Q2 |
| US BANCORP \DE\ added | 771,072 | $19M | 0.8% | 2026-Q2 |
| Summit Asset Management, LLC added | 753,549 | $19M | 0.8% | 2026-Q2 |
| REBALANCE, LLC trimmed | 682,885 | $17M | 0.7% | 2026-Q2 |
| BlackRock, Inc. added | 673,567 | $17M | 0.7% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 653,571 | $17M | 0.7% | 2026-Q2 |
| SPINNAKER TRUST added | 639,228 | $16M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 612,638 | $15M | 0.6% | 2026-Q2 |
| Arrow Financial Corp added | 591,506 | $15M | 0.6% | 2026-Q2 |
| CENTRAL TRUST Co added | 583,112 | $15M | 0.6% | 2026-Q2 |
| Glenview Trust Co added | 576,746 | $15M | 0.6% | 2026-Q2 |
| NOVEM GROUP added | 563,458 | $14M | 0.6% | 2026-Q2 |
| Strid Group, LLC added | 533,967 | $13M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 533,006 | $13M | 0.5% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP added | 529,578 | $13M | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 527,531 | $13M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 524,705 | $13M | 0.5% | 2026-Q2 |
| Windsor Capital Management, LLC added | 516,289 | $13M | 0.5% | 2026-Q2 |
| Cornerstone Planning, LLC added | 512,899 | $13M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 511,450 | $13M | 0.5% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 509,515 | $13M | 0.5% | 2026-Q2 |
| First National Trust Co added | 507,886 | $13M | 0.5% | 2026-Q2 |
| First International Bank of Israel Ltd. | 402,000 | $10M | 0.4% | 2026-Q2 |
| Ironwood Financial, llc added | 400,157 | $10M | 0.4% | 2026-Q2 |
| Northstar Group, Inc. added | 392,466 | $10M | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 390,112 | $10M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 380,094 | $10M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 374,417 | $9M | 0.4% | 2026-Q2 |
| ARCADIA INVESTMENT ADVISORS LLC added | 370,192 | $9M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 368,353 | $9M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 364,874 | $9M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 356,117 | $9M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 344,113 | $9M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 339,434 | $9M | 0.3% | 2026-Q2 |
| InvesTrust added | 332,478 | $8M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 327,611 | $8M | 0.3% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 320,900 | $8M | 0.3% | 2026-Q2 |
| PFG Private Wealth Management, LLC trimmed | 305,532 | $8M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 303,282 | $8M | 0.3% | 2026-Q2 |
| Composition Wealth, LLC added | 300,201 | $8M | 0.3% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 280,115 | $7M | 0.3% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 275,923 | $7M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 272,590 | $7M | 0.3% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 271,687 | $7M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 267,703 | $7M | 0.3% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 266,941 | $7M | 0.3% | 2026-Q2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. added | 263,379 | $7M | 0.3% | 2026-Q2 |
| HAMEL ASSOCIATES, INC. trimmed | 262,251 | $7M | 0.3% | 2026-Q2 |
| SONATA CAPITAL GROUP INC added | 261,971 | $7M | 0.3% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. added | 260,871 | $7M | 0.3% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC added | 252,775 | $6M | 0.3% | 2026-Q2 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. added | 249,890 | $6M | 0.3% | 2026-Q2 |
| Heartland Bank & Trust Co added | 247,322 | $6M | 0.2% | 2026-Q2 |
| Cheviot Value Management, LLC trimmed | 244,851 | $6M | 0.2% | 2026-Q2 |
| MCF Advisors LLC trimmed | 244,338 | $6M | 0.2% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ added | 242,577 | $6M | 0.2% | 2026-Q2 |
| Houlihan Financial Resource Group, Ltd. added | 230,329 | $6M | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 228,180 | $6M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 227,792 | $6M | 0.2% | 2026-Q2 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV added | 227,284 | $6M | 0.2% | 2026-Q2 |
| Wick Capital Partners, LLC added | 223,896 | $6M | 0.2% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 222,717 | $6M | 0.2% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 215,180 | $5M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 212,420 | $5M | 0.2% | 2026-Q2 |
| Winthrop Partners - WNY, LLC added | 211,849 | $5M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC added | 207,145 | $5M | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 202,966 | $5M | 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.