Who owns IBHG
Which tracked institutional funds hold IBHG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBHG 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
29 tracked funds added or opened IBHG while 14 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
IBHG’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IBHG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBHG 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 129 tracked filers holding IBHG, 78 increased or opened the position and 47 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 IBHG 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 7
- Arrow Financial Corp$33M
- Concurrent Investment Advisors, LLC$4M
- NewEdge Advisors, LLC$4M
- Collaborative Fund Advisors, LLC$1M
- FIDUCIARY FINANCIAL ADVISORS$1M
- BEESE FULMER INVESTMENT MANAGEMENT, INC.$817K
Full exits 4
- THREADGILL FINANCIAL, LLC$21M
- HighTower Advisors, LLC$9M
- Cambridge Investment Research Advisors, Inc.$2M
- Thrivent Financial for Lutherans$825K
Largest adds
- UBS Group AG$32M
- LBMC INVESTMENT ADVISORS, LLC$3M
- BlackRock, Inc.$3M
- LPL Financial LLC$2M
- JANE STREET GROUP, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- Bank of New York Mellon Corp$9M
- Commonwealth Financial Services, LLC$6M
- Federation des caisses Desjardins du Quebec$3M
- Keeler Thomas Management LLC$1M
- OLD MISSION CAPITAL LLC$1M
- EVEXIA WEALTH LLC$825K
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 |
|---|---|---|---|---|
| UBS Group AG added | 1,807,096 | $40M | 12.9% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 1,772,416 | $39M | 12.7% | 2026-Q2 |
| Arrow Financial Corp new | 1,491,682 | $33M | 10.7% | 2026-Q2 |
| LPL Financial LLC added | 1,250,152 | $28M | 8.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 810,422 | $18M | 5.8% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 782,170 | $17M | 5.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 401,755 | $9M | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 281,072 | $6M | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 259,328 | $6M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 254,777 | $6M | 1.8% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 213,562 | $5M | 1.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 203,427 | $4M | 1.5% | 2026-Q2 |
| Ironwood Financial, llc added | 199,317 | $4M | 1.4% | 2026-Q2 |
| BlackRock, Inc. added | 196,434 | $4M | 1.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 196,004 | $4M | 1.4% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. trimmed | 195,817 | $4M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 185,840 | $4M | 1.3% | 2026-Q2 |
| Carr Financial Group Corp added | 150,853 | $3M | 1.1% | 2026-Q2 |
| Straight Path Wealth Management added | 135,333 | $3M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 133,778 | $3M | 1.0% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 120,403 | $3M | 0.9% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. added | 113,275 | $3M | 0.8% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 107,168 | $2M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 99,809 | $2M | 0.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 91,465 | $2M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 90,363 | $2M | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 86,920 | $2M | 0.6% | 2026-Q2 |
| EVEXIA WEALTH LLC trimmed | 80,369 | $2M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 80,213 | $2M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 78,400 | $2M | 0.6% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co added | 75,618 | $2M | 0.5% | 2026-Q2 |
| Parallel Advisors, LLC added | 70,375 | $2M | 0.5% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 67,454 | $1M | 0.5% | 2026-Q2 |
| Centennial Advisors, LLC added | 61,291 | $1M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 57,324 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 55,611 | $1M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 54,604 | $1M | 0.4% | 2026-Q2 |
| BridgePort Financial Solutions, LLC | 54,580 | $1M | 0.4% | 2026-Q2 |
| Collaborative Fund Advisors, LLC new | 53,208 | $1M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 52,874 | $1M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 48,285 | $1M | 0.3% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 47,815 | $1M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 47,732 | $1M | 0.3% | 2026-Q2 |
| High Note Wealth, LLC added | 44,173 | $975K | 0.3% | 2026-Q2 |
| Aspen Wealth Management LLC added | 43,678 | $964K | 0.3% | 2026-Q2 |
| LITTLEJOHN FINANCIAL SERVICES, INC. added | 42,898 | $947K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 41,747 | $922K | 0.3% | 2026-Q2 |
| COWA, LLC added | 41,195 | $910K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 39,860 | $880K | 0.3% | 2026-Q2 |
| Heartland Bank & Trust Co added | 39,171 | $865K | 0.3% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 39,002 | $861K | 0.3% | 2026-Q2 |
| BIP Wealth, LLC added | 37,217 | $822K | 0.3% | 2026-Q2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. new | 36,999 | $817K | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 36,938 | $816K | 0.3% | 2026-Q2 |
| REBALANCE, LLC added | 36,927 | $815K | 0.3% | 2026-Q2 |
| Timber Creek Capital Management LLC added | 35,969 | $794K | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 34,015 | $751K | 0.2% | 2026-Q2 |
| WRAPMANAGER INC trimmed | 33,213 | $733K | 0.2% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 31,377 | $693K | 0.2% | 2026-Q2 |
| Bullock Wealth Management Group new | 30,606 | $672K | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 30,000 | $662K | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 27,043 | $597K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 27,024 | $597K | 0.2% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 26,899 | $594K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 26,580 | $587K | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 25,365 | $560K | 0.2% | 2026-Q2 |
| Madden Advisory Services, Inc. added | 25,325 | $559K | 0.2% | 2026-Q2 |
| Rialto Wealth Management, LLC trimmed | 25,131 | $555K | 0.2% | 2026-Q2 |
| Kastel Capital Advisors, LLC added | 24,869 | $550K | 0.2% | 2026-Q2 |
| Csenge Advisory Group added | 24,583 | $543K | 0.2% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 24,374 | $538K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 21,753 | $480K | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC new | 21,538 | $476K | 0.2% | 2026-Q2 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 19,719 | $434K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,035 | $420K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 18,908 | $417K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,408 | $406K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 18,046 | $398K | 0.1% | 2026-Q2 |
| Kurv Investment Management LLC new | 18,032 | $398K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,637 | $389K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 17,078 | $377K | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC | 15,662 | $346K | 0.1% | 2026-Q2 |
| Orion Capital Management LLC added | 15,067 | $333K | 0.1% | 2026-Q2 |
| Windsor Capital Management, LLC added | 14,892 | $329K | 0.1% | 2026-Q2 |
| BEACON FINANCIAL PLANNING, INC added | 14,346 | $317K | 0.1% | 2026-Q2 |
| Landing Point Financial Group, LLC trimmed | 14,117 | $312K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 13,974 | $309K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 13,970 | $308K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC added | 13,715 | $303K | 0.1% | 2026-Q2 |
| Focus Partners Wealth | 13,378 | $295K | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 13,106 | $289K | 0.1% | 2026-Q2 |
| TFR Capital, LLC. trimmed | 12,794 | $282K | 0.1% | 2026-Q2 |
| TABLEAUX LLC trimmed | 11,666 | $258K | 0.1% | 2026-Q2 |
| Wick Capital Partners, LLC new | 11,377 | $251K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,851 | $238K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC new | 10,487 | $232K | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC | 10,359 | $229K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP | 10,349 | $229K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 10,349 | $229K | 0.1% | 2026-Q2 |
| Boreal Capital Management LLC | 0 | $340K | 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.