Who owns 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-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
27 tracked funds added or opened IBHH 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
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 2026-Q1 and 2026-Q2, across 103 tracked filers holding IBHH, 70 increased or opened the position and 40 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 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 5
- NewEdge Advisors, LLC$19M
- Talisman Wealth Advisors LLC$1M
- FIDUCIARY FINANCIAL ADVISORS$1M
- Bullock Wealth Management Group$660K
- Concurrent Investment Advisors, LLC$502K
Full exits 6
- THREADGILL FINANCIAL, LLC$20M
- HighTower Advisors, LLC$8M
- Chicago Partners Investment Group LLC$5M
- Mid-American Wealth Advisory Group, Inc.$4M
- Cambridge Investment Research Advisors, Inc.$2M
- Thrivent Financial for Lutherans$799K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- LBMC INVESTMENT ADVISORS, LLC$5M
- BlackRock, Inc.$3M
- OLD MISSION CAPITAL LLC$2M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- Commonwealth Financial Services, LLC$6M
- MORGAN STANLEY$4M
- Federation des caisses Desjardins du Quebec$2M
- Keeler Thomas Management LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$512K
- CITADEL ADVISORS LLC$388K
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 |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC added | 1,937,560 | $46M | 15.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,393,316 | $33M | 11.0% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 1,303,117 | $31M | 10.3% | 2026-Q2 |
| LPL Financial LLC added | 1,134,511 | $27M | 8.9% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 795,441 | $19M | 6.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 744,080 | $17M | 5.9% | 2026-Q2 |
| Ironwood Financial, llc added | 417,145 | $10M | 3.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 368,107 | $9M | 2.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 343,199 | $8M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 301,611 | $7M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 273,256 | $6M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 235,126 | $6M | 1.9% | 2026-Q2 |
| LITTLEJOHN FINANCIAL SERVICES, INC. added | 215,473 | $5M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 197,388 | $5M | 1.6% | 2026-Q2 |
| BlackRock, Inc. added | 184,269 | $4M | 1.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 169,117 | $4M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 144,101 | $3M | 1.1% | 2026-Q2 |
| Straight Path Wealth Management added | 136,499 | $3M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 132,524 | $3M | 1.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 127,342 | $3M | 1.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 114,177 | $3M | 0.9% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 107,460 | $3M | 0.8% | 2026-Q2 |
| Rialto Wealth Management, LLC trimmed | 106,761 | $3M | 0.8% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 106,081 | $2M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 99,582 | $2M | 0.8% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. added | 98,060 | $2M | 0.8% | 2026-Q2 |
| First Western Trust Bank added | 70,959 | $2M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 65,182 | $2M | 0.5% | 2026-Q2 |
| UBS Group AG added | 64,822 | $2M | 0.5% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 62,811 | $1M | 0.5% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 56,671 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 47,608 | $1M | 0.4% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 46,879 | $1M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 40,725 | $957K | 0.3% | 2026-Q2 |
| High Note Wealth, LLC added | 39,163 | $920K | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 38,842 | $913K | 0.3% | 2026-Q2 |
| Aspen Wealth Management LLC added | 37,415 | $879K | 0.3% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 35,701 | $839K | 0.3% | 2026-Q2 |
| Heartland Bank & Trust Co added | 35,146 | $826K | 0.3% | 2026-Q2 |
| REBALANCE, LLC added | 34,497 | $811K | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 31,599 | $743K | 0.2% | 2026-Q2 |
| WRAPMANAGER INC trimmed | 31,220 | $734K | 0.2% | 2026-Q2 |
| Bullock Wealth Management Group new | 28,221 | $660K | 0.2% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co added | 27,204 | $639K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 27,069 | $636K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 25,401 | $597K | 0.2% | 2026-Q2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. added | 24,071 | $566K | 0.2% | 2026-Q2 |
| Kastel Capital Advisors, LLC added | 23,669 | $556K | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 23,381 | $549K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 22,264 | $523K | 0.2% | 2026-Q2 |
| Talisman Wealth Advisors LLC new | 21,786 | $1M | 0.5% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 21,714 | $510K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 21,350 | $502K | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 20,073 | $472K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 19,375 | $455K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 19,300 | $454K | 0.2% | 2026-Q2 |
| Madden Advisory Services, Inc. added | 18,444 | $433K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 18,029 | $424K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 17,450 | $410K | 0.1% | 2026-Q2 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 17,410 | $408K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 16,199 | $381K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 15,066 | $354K | 0.1% | 2026-Q2 |
| Windsor Capital Management, LLC added | 14,561 | $342K | 0.1% | 2026-Q2 |
| Orion Capital Management LLC | 14,000 | $329K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC new | 13,552 | $318K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,478 | $317K | 0.1% | 2026-Q2 |
| TFR Capital, LLC. new | 13,176 | $310K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC added | 12,929 | $304K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 12,059 | $283K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 11,965 | $281K | 0.1% | 2026-Q2 |
| TABLEAUX LLC trimmed | 11,807 | $277K | 0.1% | 2026-Q2 |
| Segment Wealth Management, LLC added | 11,700 | $275K | 0.1% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 11,458 | $269K | 0.1% | 2026-Q2 |
| Reliant Wealth Planning | 11,366 | $267K | 0.1% | 2026-Q2 |
| Freestone Capital Holdings, LLC trimmed | 11,200 | $263K | 0.1% | 2026-Q2 |
| Cyr Financial Inc. added | 10,393 | $244K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 9,739 | $229K | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC | 9,711 | $228K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 9,536 | $224K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC new | 9,525 | $224K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC new | 8,983 | $211K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 8,752 | $206K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 8,613 | $202K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 7,320 | $172K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 7,304 | $172K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,003 | $141K | 0.0% | 2026-Q2 |
| WORMSER FRERES GESTION new | 5,721 | $134K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,345 | $55K | 0.0% | 2026-Q2 |
| CNB Bank added | 2,247 | $53K | 0.0% | 2026-Q2 |
| Napier Financial, LLC | 2,202 | $52K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,083 | $49K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 1,925 | $45K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 1,898 | $45K | 0.0% | 2026-Q2 |
| Hurley Capital, LLC added | 1,668 | $39K | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors trimmed | 1,263 | $30K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 848 | $20K | 0.0% | 2026-Q2 |
| 10Elms LLP new | 700 | $16K | 0.0% | 2026-Q2 |
| HM PAYSON & CO | 420 | $10K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 418 | $10K | 0.0% | 2026-Q2 |
| Boreal Capital Management LLC | 0 | $221K | 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.