Who owns IBHH (IBHH)
Which tracked institutional funds hold IBHH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBHH 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
22 tracked funds added or opened IBHH while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
IBHH’s largest tracked holder by dollar value, LBMC INVESTMENT ADVISORS, LLC, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBHH 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 100 tracked filers holding IBHH, 69 increased or opened the position and 30 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 IBHH 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
- Chicago Partners Investment Group LLC$5M
- JANE STREET GROUP, LLC$2M
- CITADEL ADVISORS LLC$704K
- Cerity Partners LLC$572K
Full exits 4
- NewEdge Advisors, LLC$19M
- Apollon Wealth Management, LLC$8M
- Sightline Wealth Advisors, LLC$731K
- Austin Private Wealth, LLC$546K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20M
- THREADGILL FINANCIAL, LLC$20M
- LPL Financial LLC$4M
- Stratos Wealth Partners, LTD.$4M
- WELLS FARGO & COMPANY/MN$2M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- Keeler Thomas Management LLC$7M
- MORGAN STANLEY$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Federation des caisses Desjardins du Quebec$773K
- Robertson Stephens Wealth Management, LLC$760K
- REBALANCE, LLC$307K
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 |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC added | 1,741,128 | $41M | 12.4% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 1,250,806 | $29M | 8.9% | 2026-Q1 |
| LPL Financial LLC added | 1,099,230 | $26M | 7.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 887,329 | $21M | 6.3% | 2026-Q1 |
| THREADGILL FINANCIAL, LLC added | 868,688 | $20M | 6.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 849,341 | $20M | 6.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 497,631 | $12M | 3.6% | 2026-Q1 |
| Ironwood Financial, llc added | 365,319 | $9M | 2.6% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 360,859 | $8M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 360,449 | $8M | 2.6% | 2026-Q1 |
| Mutual Advisors, LLC added | 333,037 | $8M | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 258,005 | $6M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 247,148 | $6M | 1.8% | 2026-Q1 |
| Chicago Partners Investment Group LLC new | 212,985 | $5M | 1.5% | 2026-Q1 |
| LITTLEJOHN FINANCIAL SERVICES, INC. trimmed | 212,662 | $5M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 210,424 | $5M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 209,554 | $5M | 1.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 167,594 | $4M | 1.2% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 157,003 | $4M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 154,511 | $4M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 151,669 | $4M | 1.1% | 2026-Q1 |
| Straight Path Wealth Management added | 128,120 | $3M | 0.9% | 2026-Q1 |
| Keeler Thomas Management LLC trimmed | 125,767 | $3M | 0.9% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 123,680 | $3M | 0.9% | 2026-Q1 |
| Rialto Wealth Management, LLC added | 106,936 | $3M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 105,558 | $2M | 0.8% | 2026-Q1 |
| Penobscot Investment Management Company, Inc. added | 71,760 | $2M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 70,450 | $2M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 68,579 | $2M | 0.5% | 2026-Q1 |
| BlackRock, Inc. added | 67,441 | $2M | 0.5% | 2026-Q1 |
| UBS Group AG added | 59,356 | $1M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 57,328 | $1M | 0.4% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 47,104 | $1M | 0.3% | 2026-Q1 |
| FOCUSED ALPHA, LLC added | 41,498 | $974K | 0.3% | 2026-Q1 |
| WRAPMANAGER INC added | 34,901 | $819K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 34,049 | $799K | 0.2% | 2026-Q1 |
| REBALANCE, LLC trimmed | 33,983 | $798K | 0.2% | 2026-Q1 |
| Heartland Bank & Trust Co added | 30,711 | $721K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 30,015 | $704K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,486 | $622K | 0.2% | 2026-Q1 |
| Cerity Partners LLC new | 24,367 | $572K | 0.2% | 2026-Q1 |
| Guidance Point Advisors, LLC added | 24,183 | $568K | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC added | 24,061 | $565K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 23,913 | $561K | 0.2% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 23,556 | $558K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 23,021 | $540K | 0.2% | 2026-Q1 |
| Aspen Wealth Management LLC added | 21,543 | $506K | 0.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC added | 21,329 | $501K | 0.2% | 2026-Q1 |
| High Note Wealth, LLC added | 21,325 | $500K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 20,771 | $487K | 0.1% | 2026-Q1 |
| First Western Trust Bank new | 20,734 | $487K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 20,561 | $483K | 0.1% | 2026-Q1 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. new | 20,296 | $476K | 0.1% | 2026-Q1 |
| HEADINVEST, LLC trimmed | 20,025 | $470K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,619 | $460K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,193 | $450K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 17,907 | $420K | 0.1% | 2026-Q1 |
| Madden Advisory Services, Inc. new | 17,499 | $411K | 0.1% | 2026-Q1 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 17,294 | $408K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 15,572 | $365K | 0.1% | 2026-Q1 |
| Freestone Capital Holdings, LLC trimmed | 14,923 | $350K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC | 14,834 | $348K | 0.1% | 2026-Q1 |
| Orion Capital Management LLC | 14,000 | $329K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,909 | $326K | 0.1% | 2026-Q1 |
| TABLEAUX LLC added | 13,211 | $310K | 0.1% | 2026-Q1 |
| Reliant Wealth Planning | 11,366 | $267K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. new | 11,250 | $264K | 0.1% | 2026-Q1 |
| Walser Wealth Management Company, A Ltd Liability Co new | 11,162 | $262K | 0.1% | 2026-Q1 |
| M3 Advisory Group, LLC | 11,138 | $261K | 0.1% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 10,887 | $256K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 10,434 | $245K | 0.1% | 2026-Q1 |
| Windsor Capital Management, LLC added | 10,161 | $238K | 0.1% | 2026-Q1 |
| Segment Wealth Management, LLC new | 9,980 | $234K | 0.1% | 2026-Q1 |
| Cyr Financial Inc. trimmed | 9,923 | $233K | 0.1% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC new | 9,711 | $228K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 9,506 | $223K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 9,390 | $220K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 8,804 | $207K | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC new | 8,611 | $202K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors new | 8,020 | $188K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 7,689 | $180K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 6,076 | $143K | 0.0% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC trimmed | 5,714 | $134K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC trimmed | 5,503 | $129K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,937 | $115K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 796,380 | $19M | 5.7% | 2025-Q4 stale |
| Apollon Wealth Management, LLC added | 352,924 | $8M | 2.5% | 2025-Q4 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 100,648 | $2M | 0.7% | 2025-Q2 stale |
| SEAVIEW INVESTMENT MANAGERS LLC added | 37,163 | $882K | 0.3% | 2025-Q2 stale |
| Sightline Wealth Advisors, LLC trimmed | 30,881 | $731K | 0.2% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 23,045 | $546K | 0.2% | 2025-Q4 stale |
| Simplicity Wealth,LLC new | 20,664 | $493K | 0.2% | 2025-Q3 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 18,792 | $448K | 0.1% | 2025-Q3 stale |
| Hobbs Group Advisors, LLC new | 16,192 | $383K | 0.1% | 2025-Q4 stale |
| Marble Harbor Investment Counsel, LLC trimmed | 12,900 | $306K | 0.1% | 2025-Q2 stale |
| Boreal Capital Management LLC | 0 | $286K | 0.1% | 2025-Q4 stale |
| Evanson Asset Management, LLC added | 11,556 | $274K | 0.1% | 2025-Q4 stale |
| BridgePort Financial Solutions, LLC | 10,490 | $249K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 8,431 | $200K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 5,074 | $121K | 0.0% | 2025-Q3 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.