Who owns IBDZ (IBDZ)
Which tracked institutional funds hold IBDZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBDZ 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 IBDZ is one-sided between 2025-Q4 and 2026-Q1: 39 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
IBDZ’s largest tracked holder by dollar value, Capital Investment Advisors, LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBDZ 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 119 tracked filers holding IBDZ, 93 increased or opened the position and 23 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 IBDZ 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 4
- Aptus Capital Advisors, LLC$36M
- OneDigital Investment Advisors LLC$2M
- Signature Wealth Management Group$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Full exits 4
- GOLDMAN SACHS GROUP INC$1M
- JANE STREET GROUP, LLC$1M
- FLOW TRADERS U.S. LLC$967K
- CITADEL ADVISORS LLC$575K
Largest adds
- Sarver Vrooman Wealth Advisors$43M
- AMERIPRISE FINANCIAL INC$12M
- WELLS FARGO & COMPANY/MN$11M
- SIGMA INVESTMENT COUNSELORS INC$11M
- Capital Investment Advisors, LLC$6M
- Seneca House Advisors$5M
Largest trims
- Motley Fool Wealth Management, LLC$1M
- Quantum Financial Advisors, LLC$1M
- Keeler Thomas Management LLC$1M
- Paradigm, Strategies in Wealth Management, LLC$626K
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 | 2,491,719 | $65M | 9.9% | 2026-Q1 |
| Summit Financial, LLC added | 1,755,367 | $46M | 6.9% | 2026-Q1 |
| Sarver Vrooman Wealth Advisors added | 1,654,974 | $43M | 6.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,497,665 | $39M | 5.9% | 2026-Q1 |
| Aptus Capital Advisors, LLC new | 1,375,000 | $36M | 5.4% | 2026-Q1 |
| SUMMITRY LLC added | 1,276,387 | $33M | 5.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,213,579 | $32M | 4.8% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,081,985 | $28M | 4.3% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 730,868 | $19M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 701,465 | $18M | 2.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 625,178 | $16M | 2.5% | 2026-Q1 |
| PFG Private Wealth Management, LLC added | 532,394 | $14M | 2.1% | 2026-Q1 |
| MB, LEVIS & ASSOCIATES, LLC added | 510,649 | $13M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 504,181 | $13M | 2.0% | 2026-Q1 |
| Seneca House Advisors added | 496,769 | $13M | 2.0% | 2026-Q1 |
| Arrow Financial Corp added | 441,310 | $12M | 1.7% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 408,741 | $11M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 386,990 | $10M | 1.5% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 384,699 | $10M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 385,423 | $10M | 1.5% | 2026-Q1 |
| UBS Group AG added | 369,667 | $10M | 1.5% | 2026-Q1 |
| US BANCORP \DE\ added | 349,740 | $9M | 1.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 343,060 | $9M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 328,810 | $9M | 1.3% | 2026-Q1 |
| NESTEGG ADVISORS, INC. added | 319,564 | $8M | 1.3% | 2026-Q1 |
| Guidance Point Advisors, LLC added | 281,408 | $7M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 266,831 | $7M | 1.1% | 2026-Q1 |
| Lido Advisors, LLC added | 260,863 | $7M | 1.0% | 2026-Q1 |
| Krilogy Financial LLC added | 204,068 | $5M | 0.8% | 2026-Q1 |
| Parallel Advisors, LLC added | 203,388 | $5M | 0.8% | 2026-Q1 |
| Paradigm, Strategies in Wealth Management, LLC trimmed | 195,359 | $5M | 0.8% | 2026-Q1 |
| Probity Advisors, Inc. added | 192,357 | $5M | 0.8% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 191,345 | $5M | 0.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 177,771 | $5M | 0.7% | 2026-Q1 |
| 4Thought Financial Group Inc. added | 174,091 | $5M | 0.7% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 131,747 | $3M | 0.5% | 2026-Q1 |
| CWM, LLC added | 130,970 | $3M | 0.5% | 2026-Q1 |
| LYELL WEALTH MANAGEMENT, LP added | 128,835 | $3M | 0.5% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 120,237 | $3M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 118,082 | $3M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 116,569 | $3M | 0.5% | 2026-Q1 |
| Marathon Mission, Inc. added | 101,809 | $3M | 0.4% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 98,505 | $3M | 0.4% | 2026-Q1 |
| Stonebrook Private Inc. added | 92,049 | $2M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 84,814 | $2M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 84,684 | $2M | 0.3% | 2026-Q1 |
| Archford Capital Strategies, LLC trimmed | 80,373 | $2M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 65,261 | $2M | 0.3% | 2026-Q1 |
| Signature Wealth Management Group new | 63,237 | $2M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 63,237 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 60,084 | $2M | 0.2% | 2026-Q1 |
| Segment Wealth Management, LLC added | 51,410 | $1M | 0.2% | 2026-Q1 |
| Associated Banc-Corp added | 51,044 | $1M | 0.2% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 41,457 | $1M | 0.2% | 2026-Q1 |
| MCF Advisors LLC | 38,523 | $1M | 0.2% | 2026-Q1 |
| Gilbert & Cook, Inc. added | 37,680 | $982K | 0.1% | 2026-Q1 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 36,664 | $955K | 0.1% | 2026-Q1 |
| LITTLE HOUSE CAPITAL LLC trimmed | 33,452 | $872K | 0.1% | 2026-Q1 |
| CFO CAPITAL MANAGEMENT LLC added | 31,610 | $819K | 0.1% | 2026-Q1 |
| Stokes Family Office, LLC | 27,000 | $704K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 26,643 | $694K | 0.1% | 2026-Q1 |
| Montecito Bank & Trust added | 25,041 | $653K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 22,628 | $590K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 20,875 | $544K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 20,581 | $536K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 19,896 | $518K | 0.1% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. added | 19,651 | $512K | 0.1% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 19,275 | $502K | 0.1% | 2026-Q1 |
| Reliant Wealth Planning | 19,050 | $496K | 0.1% | 2026-Q1 |
| First National Trust Co added | 18,995 | $495K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 19,005 | $490K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 18,197 | $474K | 0.1% | 2026-Q1 |
| Gradient Capital Advisors, LLC | 17,986 | $469K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 17,304 | $451K | 0.1% | 2026-Q1 |
| Creative Planning new | 17,194 | $448K | 0.1% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 16,960 | $442K | 0.1% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC | 14,600 | $380K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 14,196 | $370K | 0.1% | 2026-Q1 |
| Greater Midwest Financial Group, LLC trimmed | 13,903 | $362K | 0.1% | 2026-Q1 |
| Glenview Trust Co added | 13,609 | $355K | 0.1% | 2026-Q1 |
| XML Financial, LLC added | 13,477 | $351K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 13,156 | $343K | 0.1% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 12,271 | $320K | 0.0% | 2026-Q1 |
| CVA Family Office, LLC added | 11,949 | $311K | 0.0% | 2026-Q1 |
| Koesten, Hirschmann & Crabtree, INC. added | 11,550 | $301K | 0.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 11,195 | $291K | 0.0% | 2026-Q1 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 11,006 | $287K | 0.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 10,763 | $280K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 10,480 | $273K | 0.0% | 2026-Q1 |
| Sandy Spring Bank added | 170,318 | $4M | 0.7% | 2025-Q1 stale |
| Sabal Trust CO added | 107,280 | $3M | 0.4% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 74,897 | $2M | 0.3% | 2025-Q1 stale |
| STIFEL FINANCIAL CORP new | 60,160 | $2M | 0.2% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC new | 50,250 | $1M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 44,071 | $1M | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 36,662 | $967K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 21,795 | $575K | 0.1% | 2025-Q4 stale |
| StoneX Group Inc. added | 15,321 | $404K | 0.1% | 2025-Q4 stale |
| Simplicity Wealth,LLC new | 15,130 | $400K | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 13,478 | $352K | 0.1% | 2025-Q2 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.