Who owns IBDY (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-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 IBDY is one-sided between 2025-Q4 and 2026-Q1: 43 added or opened and 8 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
IBDY’s largest tracked holder by dollar value, Capital Investment Advisors, LLC, sizes it at 1.2% 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 2025-Q4 and 2026-Q1, across 161 tracked filers holding IBDY, 124 increased or opened the position and 27 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 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 7
- JANE STREET GROUP, LLC$9M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- GTS SECURITIES LLC$3M
- CITADEL ADVISORS LLC$2M
- BOSTON FAMILY OFFICE LLC$2M
- NovaPoint Capital, LLC$1M
Full exits 4
- PFG Private Wealth Management, LLC$12M
- FLOW TRADERS U.S. LLC$2M
- Keeler Thomas Management LLC$1M
- Walleye Partners, LLC$731K
Largest adds
- LPL Financial LLC$7M
- MORGAN STANLEY$6M
- Capital Investment Advisors, LLC$4M
- BANK OF AMERICA CORP /DE/$3M
- MV CAPITAL MANAGEMENT, INC.$3M
- SIGMA INVESTMENT COUNSELORS INC$2M
Largest trims
- WELLS FARGO & COMPANY/MN$3M
- Atlantic Union Bankshares Corp$322K
- CWM, LLC$286K
- Cetera Investment Advisers$284K
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 |
|---|---|---|---|---|
| Capital Investment Advisors, LLC added | 3,106,784 | $80M | 10.0% | 2026-Q1 |
| MORGAN STANLEY added | 2,261,500 | $58M | 7.3% | 2026-Q1 |
| Summit Financial, LLC added | 2,038,645 | $53M | 6.6% | 2026-Q1 |
| First Interstate Bank added | 1,940,344 | $50M | 6.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,933,176 | $50M | 6.2% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,385,129 | $36M | 4.5% | 2026-Q1 |
| SUMMITRY LLC added | 1,033,587 | $27M | 3.3% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 937,221 | $24M | 3.0% | 2026-Q1 |
| Envision Financial Planning, LLC added | 838,607 | $22M | 2.7% | 2026-Q1 |
| US BANCORP \DE\ added | 804,020 | $21M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 668,866 | $17M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 645,507 | $17M | 2.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 623,050 | $16M | 2.0% | 2026-Q1 |
| Arrow Financial Corp added | 589,794 | $15M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 556,383 | $14M | 1.8% | 2026-Q1 |
| UBS Group AG added | 534,158 | $14M | 1.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 508,731 | $13M | 1.6% | 2026-Q1 |
| MB, LEVIS & ASSOCIATES, LLC added | 490,228 | $13M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 423,185 | $11M | 1.4% | 2026-Q1 |
| INSTRUMENTAL WEALTH, LLC added | 416,784 | $11M | 1.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 388,257 | $10M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 362,791 | $9M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 333,588 | $9M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 332,981 | $9M | 1.1% | 2026-Q1 |
| Mariner, LLC added | 296,460 | $8M | 1.0% | 2026-Q1 |
| Guidance Point Advisors, LLC added | 278,279 | $7M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 275,594 | $7M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 271,146 | $7M | 0.9% | 2026-Q1 |
| Lido Advisors, LLC added | 234,103 | $6M | 0.8% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 226,296 | $6M | 0.7% | 2026-Q1 |
| Parallel Advisors, LLC added | 213,017 | $6M | 0.7% | 2026-Q1 |
| Krilogy Financial LLC added | 207,771 | $5M | 0.7% | 2026-Q1 |
| Probity Advisors, Inc. added | 189,326 | $5M | 0.6% | 2026-Q1 |
| LYELL WEALTH MANAGEMENT, LP added | 181,445 | $5M | 0.6% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 178,596 | $5M | 0.6% | 2026-Q1 |
| 4Thought Financial Group Inc. added | 175,675 | $5M | 0.6% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 149,627 | $4M | 0.5% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 137,551 | $4M | 0.4% | 2026-Q1 |
| Evergreen Private Wealth LLC added | 135,299 | $3M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 134,074 | $3M | 0.4% | 2026-Q1 |
| GTS SECURITIES LLC new | 129,668 | $3M | 0.4% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 128,541 | $3M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 128,222 | $3M | 0.4% | 2026-Q1 |
| ADIRONDACK TRUST CO added | 118,919 | $3M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 113,858 | $3M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 105,779 | $3M | 0.3% | 2026-Q1 |
| Signature Wealth Management Group added | 105,106 | $3M | 0.3% | 2026-Q1 |
| Marathon Mission, Inc. added | 101,044 | $3M | 0.3% | 2026-Q1 |
| Seneca House Advisors trimmed | 94,840 | $2M | 0.3% | 2026-Q1 |
| Stonebrook Private Inc. added | 93,038 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 89,743 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 89,444 | $2M | 0.3% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. added | 89,418 | $2M | 0.3% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 89,149 | $2M | 0.3% | 2026-Q1 |
| Archford Capital Strategies, LLC trimmed | 77,210 | $2M | 0.2% | 2026-Q1 |
| MCF Advisors LLC added | 77,210 | $2M | 0.2% | 2026-Q1 |
| Segment Wealth Management, LLC added | 70,065 | $2M | 0.2% | 2026-Q1 |
| Associated Banc-Corp added | 67,913 | $2M | 0.2% | 2026-Q1 |
| COWA, LLC added | 66,790 | $2M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 62,577 | $2M | 0.2% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC new | 66,187 | $2M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 61,919 | $2M | 0.2% | 2026-Q1 |
| Wilkins Miller Wealth Management, LLC added | 61,517 | $2M | 0.2% | 2026-Q1 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 58,803 | $2M | 0.2% | 2026-Q1 |
| Roble, Belko & Company, Inc added | 53,396 | $1M | 0.2% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 50,805 | $1M | 0.2% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 50,761 | $1M | 0.2% | 2026-Q1 |
| NovaPoint Capital, LLC added | 48,982 | $1M | 0.2% | 2026-Q1 |
| Paradigm, Strategies in Wealth Management, LLC added | 46,958 | $1M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 43,082 | $1M | 0.1% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 39,652 | $1M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 39,192 | $1M | 0.1% | 2026-Q1 |
| LITTLE HOUSE CAPITAL LLC trimmed | 38,157 | $986K | 0.1% | 2026-Q1 |
| Gilbert & Cook, Inc. added | 38,018 | $983K | 0.1% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 37,215 | $962K | 0.1% | 2026-Q1 |
| Reliant Wealth Planning | 37,010 | $957K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 33,487 | $866K | 0.1% | 2026-Q1 |
| First National Trust Co added | 32,984 | $853K | 0.1% | 2026-Q1 |
| Montecito Bank & Trust added | 31,980 | $827K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 31,707 | $820K | 0.1% | 2026-Q1 |
| Addison Advisors LLC added | 31,257 | $808K | 0.1% | 2026-Q1 |
| Glenview Trust Co added | 31,104 | $804K | 0.1% | 2026-Q1 |
| CFO CAPITAL MANAGEMENT LLC added | 31,241 | $803K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 29,648 | $766K | 0.1% | 2026-Q1 |
| CVA Family Office, LLC added | 29,142 | $753K | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 28,763 | $744K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 28,806 | $741K | 0.1% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 28,473 | $736K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 27,813 | $719K | 0.1% | 2026-Q1 |
| Stokes Family Office, LLC | 27,250 | $704K | 0.1% | 2026-Q1 |
| PFG Private Wealth Management, LLC added | 463,084 | $12M | 1.5% | 2025-Q4 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 307,307 | $8M | 1.0% | 2025-Q2 stale |
| Sandy Spring Bank added | 197,294 | $5M | 0.6% | 2025-Q1 stale |
| Sabal Trust CO added | 174,661 | $4M | 0.6% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 67,343 | $2M | 0.2% | 2025-Q4 stale |
| Quantum Financial Advisors, LLC added | 64,572 | $2M | 0.2% | 2025-Q3 stale |
| Estate Counselors, LLC added | 64,046 | $2M | 0.2% | 2025-Q1 stale |
| Keeler Thomas Management LLC added | 41,164 | $1M | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 29,019 | $761K | 0.1% | 2025-Q3 stale |
| Walleye Partners, LLC new | 27,970 | $731K | 0.1% | 2025-Q4 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.