Who owns IBDT (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-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 IBDT is one-sided between 2025-Q4 and 2026-Q1: 125 added or opened and 25 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
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 0.3pp 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 2025-Q4 and 2026-Q1, across 419 tracked filers holding IBDT, 291 increased or opened the position and 103 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 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 11
- CITADEL ADVISORS LLC$7M
- GOLDMAN SACHS GROUP INC$5M
- AssuredPartners Investment Advisors, LLC$3M
- Sequoia Financial Advisors, LLC$2M
- Independent Advisor Alliance$2M
- Cerity Partners LLC$1M
Full exits 9
- NewEdge Advisors, LLC$19M
- Apollon Wealth Management, LLC$16M
- Global Retirement Partners, LLC$16M
- IFG Advisory, LLC$2M
- Farmers National Bank$1M
- Austin Private Wealth, LLC$1M
Largest adds
- Lido Advisors, LLC$52M
- THREADGILL FINANCIAL, LLC$21M
- HM PAYSON & CO$16M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13M
- UBS Group AG$12M
- Mesirow Financial Investment Management, Inc.$8M
Largest trims
- MERCER GLOBAL ADVISORS INC /ADV$92M
- Probity Advisors, Inc.$4M
- Keeler Thomas Management LLC$2M
- FF Advisors,LLC$1M
- HighTower Advisors, LLC$1M
- STAR Financial Bank$1M
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 | 8,950,655 | $227M | 9.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,285,024 | $134M | 5.3% | 2026-Q1 |
| MORGAN STANLEY added | 4,651,656 | $118M | 4.7% | 2026-Q1 |
| Lido Advisors, LLC added | 4,475,447 | $113M | 4.5% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 3,752,574 | $95M | 3.8% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 3,532,934 | $89M | 3.6% | 2026-Q1 |
| UBS Group AG added | 3,524,978 | $89M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,118,298 | $79M | 3.1% | 2026-Q1 |
| HM PAYSON & CO added | 2,940,328 | $74M | 3.0% | 2026-Q1 |
| LPL Financial LLC added | 2,513,489 | $64M | 2.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,849,086 | $47M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,774,558 | $45M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,634,772 | $41M | 1.6% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 1,624,154 | $41M | 1.6% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 1,562,572 | $40M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,468,086 | $37M | 1.5% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 1,435,556 | $36M | 1.4% | 2026-Q1 |
| SUMMITRY LLC added | 1,409,882 | $36M | 1.4% | 2026-Q1 |
| Gratus Wealth Advisors, LLC added | 1,372,168 | $35M | 1.4% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 1,306,247 | $33M | 1.3% | 2026-Q1 |
| Klingman & Associates, LLC added | 1,304,385 | $33M | 1.3% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,278,339 | $32M | 1.3% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 1,230,626 | $31M | 1.2% | 2026-Q1 |
| RVW Wealth, LLC added | 1,159,226 | $29M | 1.2% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 1,054,382 | $27M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,036,818 | $26M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,025,352 | $26M | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 989,358 | $25M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 869,218 | $22M | 0.9% | 2026-Q1 |
| THREADGILL FINANCIAL, LLC added | 867,919 | $22M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 855,757 | $22M | 0.9% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 794,471 | $20M | 0.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 740,653 | $19M | 0.7% | 2026-Q1 |
| Summit Asset Management, LLC added | 739,662 | $19M | 0.7% | 2026-Q1 |
| REBALANCE, LLC trimmed | 723,281 | $18M | 0.7% | 2026-Q1 |
| US BANCORP \DE\ added | 670,973 | $17M | 0.7% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 637,798 | $16M | 0.6% | 2026-Q1 |
| Arrow Financial Corp added | 577,599 | $15M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 574,314 | $15M | 0.6% | 2026-Q1 |
| BlackRock, Inc. added | 564,455 | $14M | 0.6% | 2026-Q1 |
| Glenview Trust Co added | 561,467 | $14M | 0.6% | 2026-Q1 |
| Summit Financial, LLC added | 548,869 | $14M | 0.6% | 2026-Q1 |
| SPINNAKER TRUST added | 547,809 | $14M | 0.6% | 2026-Q1 |
| CENTRAL TRUST Co added | 539,668 | $14M | 0.5% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 505,405 | $13M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 502,246 | $13M | 0.5% | 2026-Q1 |
| Cornerstone Planning, LLC added | 499,609 | $13M | 0.5% | 2026-Q1 |
| NOVEM GROUP added | 498,960 | $13M | 0.5% | 2026-Q1 |
| Windsor Capital Management, LLC added | 498,933 | $13M | 0.5% | 2026-Q1 |
| First National Trust Co added | 497,869 | $13M | 0.5% | 2026-Q1 |
| LYELL WEALTH MANAGEMENT, LP added | 490,178 | $12M | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 488,842 | $12M | 0.5% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 433,344 | $11M | 0.4% | 2026-Q1 |
| First International Bank of Israel Ltd. trimmed | 402,000 | $10M | 0.4% | 2026-Q1 |
| Peloton Wealth Strategists added | 399,188 | $10M | 0.4% | 2026-Q1 |
| Strid Group, LLC added | 385,063 | $10M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 363,617 | $9M | 0.4% | 2026-Q1 |
| Northstar Group, Inc. added | 354,086 | $9M | 0.4% | 2026-Q1 |
| Allworth Financial LP added | 349,330 | $9M | 0.4% | 2026-Q1 |
| ARCADIA INVESTMENT ADVISORS LLC added | 343,504 | $9M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 339,172 | $9M | 0.3% | 2026-Q1 |
| PFG Private Wealth Management, LLC added | 333,180 | $8M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 332,737 | $8M | 0.3% | 2026-Q1 |
| InvesTrust added | 314,466 | $8M | 0.3% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC trimmed | 313,680 | $8M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 304,913 | $8M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 304,247 | $8M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 291,381 | $7M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 286,931 | $7M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 274,028 | $7M | 0.3% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 271,817 | $7M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 270,053 | $7M | 0.3% | 2026-Q1 |
| CWM, LLC added | 266,908 | $7M | 0.3% | 2026-Q1 |
| Composition Wealth, LLC added | 265,068 | $7M | 0.3% | 2026-Q1 |
| HAMEL ASSOCIATES, INC. added | 262,868 | $7M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 260,291 | $7M | 0.3% | 2026-Q1 |
| Guidance Point Advisors, LLC added | 252,277 | $6M | 0.3% | 2026-Q1 |
| MCF Advisors LLC added | 251,652 | $6M | 0.3% | 2026-Q1 |
| Cheviot Value Management, LLC added | 251,342 | $6M | 0.3% | 2026-Q1 |
| Probity Advisors, Inc. trimmed | 249,648 | $6M | 0.3% | 2026-Q1 |
| SONATA CAPITAL GROUP INC added | 248,397 | $6M | 0.2% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 246,393 | $6M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 245,295 | $6M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 243,888 | $6M | 0.2% | 2026-Q1 |
| Ironwood Financial, llc added | 243,639 | $6M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 241,538 | $6M | 0.2% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 234,759 | $6M | 0.2% | 2026-Q1 |
| Penobscot Investment Management Company, Inc. added | 233,753 | $6M | 0.2% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC added | 233,386 | $6M | 0.2% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC added | 232,558 | $6M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 232,750 | $6M | 0.2% | 2026-Q1 |
| Houlihan Financial Resource Group, Ltd. added | 223,865 | $6M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 223,691 | $6M | 0.2% | 2026-Q1 |
| Vishria Bird Financial Group, LLC new | 2,604,008 | $66M | 2.6% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 750,929 | $19M | 0.8% | 2025-Q4 stale |
| Apollon Wealth Management, LLC added | 630,820 | $16M | 0.6% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 615,991 | $16M | 0.6% | 2025-Q4 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 399,602 | $10M | 0.4% | 2025-Q3 stale |
| Advisors Capital Management, LLC added | 297,384 | $8M | 0.3% | 2025-Q1 stale |
| Sandy Spring Bank added | 237,771 | $6M | 0.2% | 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.