Who owns IBDY
Which tracked institutional funds hold IBDY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBDY 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
34 tracked funds added or opened IBDY while 21 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
IBDY’s largest tracked holder by dollar value, Capital Investment Advisors, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBDY 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 162 tracked filers holding IBDY, 107 increased or opened the position and 52 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 IBDY 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 6
- CAPITAL ADVISORS INC/OK$49M
- Concurrent Investment Advisors, LLC$6M
- EP Wealth Advisors, LLC$3M
- Klingman & Associates, LLC$2M
- Rose Capital Advisors LLC$730K
- Aspen Wealth Management LLC$669K
Full exits 9
- HighTower Advisors, LLC$16M
- Janney Montgomery Scott LLC$10M
- GTS SECURITIES LLC$3M
- CWM, LLC$3M
- Signature Wealth Management Group$3M
- MCF Advisors LLC$2M
Largest adds
- Sound View Wealth Advisors Group, LLC$12M
- BANK OF AMERICA CORP /DE/$5M
- Ironwood Financial, llc$5M
- Capital Investment Advisors, LLC$5M
- RAYMOND JAMES FINANCIAL INC$5M
- ROYAL BANK OF CANADA$3M
Largest trims
- First Interstate Bank$47M
- Summit Financial, LLC$23M
- JANE STREET GROUP, LLC$7M
- Envision Financial Planning, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Mariner, LLC$2M
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 |
|---|---|---|---|---|
| Capital Investment Advisors, LLC added | 3,299,900 | $85M | 11.2% | 2026-Q2 |
| MORGAN STANLEY added | 2,336,734 | $60M | 7.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,142,584 | $55M | 7.3% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK new | 1,901,100 | $49M | 6.4% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,478,526 | $38M | 5.0% | 2026-Q2 |
| Summit Financial, LLC trimmed | 1,143,222 | $29M | 3.9% | 2026-Q2 |
| SUMMITRY LLC added | 1,042,372 | $27M | 3.5% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 937,221 | $24M | 3.2% | 2026-Q2 |
| US BANCORP \DE\ added | 863,835 | $22M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 738,413 | $19M | 2.5% | 2026-Q2 |
| Envision Financial Planning, LLC trimmed | 737,993 | $19M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 716,884 | $18M | 2.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 679,809 | $18M | 2.3% | 2026-Q2 |
| UBS Group AG added | 616,604 | $16M | 2.1% | 2026-Q2 |
| Arrow Financial Corp added | 610,058 | $16M | 2.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 516,077 | $13M | 1.7% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 495,495 | $13M | 1.7% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC added | 490,589 | $13M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 434,894 | $11M | 1.5% | 2026-Q2 |
| INSTRUMENTAL WEALTH, LLC added | 418,536 | $11M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 388,876 | $10M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 372,485 | $10M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 335,084 | $9M | 1.1% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 289,080 | $7M | 1.0% | 2026-Q2 |
| Lido Advisors, LLC added | 260,996 | $7M | 0.9% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 247,004 | $6M | 0.8% | 2026-Q2 |
| Parallel Advisors, LLC added | 234,639 | $6M | 0.8% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 233,766 | $6M | 0.8% | 2026-Q2 |
| Probity Advisors, Inc. added | 231,197 | $6M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 227,092 | $6M | 0.8% | 2026-Q2 |
| Ironwood Financial, llc added | 210,239 | $5M | 0.7% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 204,922 | $5M | 0.7% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP added | 204,795 | $5M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 204,577 | $5M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 187,684 | $5M | 0.6% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 185,959 | $5M | 0.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 152,729 | $4M | 0.5% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 151,321 | $4M | 0.5% | 2026-Q2 |
| Evergreen Private Wealth LLC added | 142,119 | $4M | 0.5% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 130,105 | $3M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 128,946 | $3M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 128,608 | $3M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 128,507 | $3M | 0.4% | 2026-Q2 |
| ADIRONDACK TRUST CO added | 128,140 | $3M | 0.4% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 126,693 | $3M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 125,678 | $3M | 0.4% | 2026-Q2 |
| First Interstate Bank trimmed | 119,680 | $3M | 0.4% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 112,702 | $3M | 0.4% | 2026-Q2 |
| Marathon Mission, Inc. trimmed | 100,193 | $3M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 95,777 | $2M | 0.3% | 2026-Q2 |
| Stonebrook Private Inc. added | 94,310 | $2M | 0.3% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. added | 90,470 | $2M | 0.3% | 2026-Q2 |
| Seneca House Advisors trimmed | 88,080 | $2M | 0.3% | 2026-Q2 |
| Segment Wealth Management, LLC added | 80,505 | $2M | 0.3% | 2026-Q2 |
| Klingman & Associates, LLC new | 78,833 | $2M | 0.3% | 2026-Q2 |
| COWA, LLC added | 76,745 | $2M | 0.3% | 2026-Q2 |
| Associated Banc-Corp added | 75,757 | $2M | 0.3% | 2026-Q2 |
| Archford Capital Strategies, LLC trimmed | 72,909 | $2M | 0.2% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 66,715 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 66,000 | $2M | 0.2% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC added | 62,838 | $2M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 62,566 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 62,223 | $2M | 0.2% | 2026-Q2 |
| Glenview Trust Co added | 57,888 | $1M | 0.2% | 2026-Q2 |
| NovaPoint Capital, LLC added | 54,469 | $1M | 0.2% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 52,641 | $1M | 0.2% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 49,874 | $1M | 0.2% | 2026-Q2 |
| Paradigm, Strategies in Wealth Management, LLC added | 48,312 | $1M | 0.2% | 2026-Q2 |
| First National Trust Co added | 44,991 | $1M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 43,995 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 43,092 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,073 | $1M | 0.1% | 2026-Q2 |
| LITTLE HOUSE CAPITAL LLC added | 39,157 | $1M | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 38,320 | $987K | 0.1% | 2026-Q2 |
| Gilbert & Cook, Inc. | 38,018 | $979K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 37,257 | $959K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 34,534 | $889K | 0.1% | 2026-Q2 |
| Montecito Bank & Trust added | 33,044 | $851K | 0.1% | 2026-Q2 |
| 10Elms LLP added | 32,320 | $832K | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC added | 31,080 | $800K | 0.1% | 2026-Q2 |
| Reliant Wealth Planning trimmed | 29,284 | $754K | 0.1% | 2026-Q2 |
| CVA Family Office, LLC | 29,142 | $750K | 0.1% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28,473 | $733K | 0.1% | 2026-Q2 |
| Rose Capital Advisors LLC new | 28,368 | $730K | 0.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 28,312 | $729K | 0.1% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. added | 27,350 | $704K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 26,274 | $676K | 0.1% | 2026-Q2 |
| Aspen Wealth Management LLC new | 25,972 | $669K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 25,385 | $654K | 0.1% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC | 22,684 | $584K | 0.1% | 2026-Q2 |
| NESTEGG ADVISORS, INC. trimmed | 21,977 | $566K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 21,643 | $557K | 0.1% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC | 21,370 | $550K | 0.1% | 2026-Q2 |
| Gryphon Financial Partners LLC trimmed | 21,326 | $549K | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 19,935 | $513K | 0.1% | 2026-Q2 |
| ROMANO BROTHERS AND COMPANY added | 18,115 | $466K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 17,592 | $451K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 17,210 | $443K | 0.1% | 2026-Q2 |
| Gradient Capital Advisors, LLC added | 16,915 | $435K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 16,575 | $427K | 0.1% | 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.