Who owns IBHI
Which tracked institutional funds hold IBHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBHI 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
The tracked-fund tape on IBHI is one-sided between 2026-Q1 and 2026-Q2: 28 added or opened and 7 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
IBHI’s largest tracked holder by dollar value, LBMC INVESTMENT ADVISORS, LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBHI 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 90 tracked filers holding IBHI, 59 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 IBHI 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$21M
- Marathon Mission, Inc.$5M
- JANE STREET GROUP, LLC$1M
- Bullock Wealth Management Group$839K
- Quad-Cities Investment Group, LLC$539K
Full exits 2
- THREADGILL FINANCIAL, LLC$11M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
- Mutual Advisors, LLC$6M
- LBMC INVESTMENT ADVISORS, LLC$6M
- MORGAN STANLEY$4M
- LPL Financial LLC$3M
- BlackRock, Inc.$3M
Largest trims
- Commonwealth Financial Services, LLC$6M
- Keeler Thomas Management LLC$1M
- Lido Advisors, LLC$532K
- CITADEL ADVISORS LLC$428K
- COMMONWEALTH EQUITY SERVICES, LLC$398K
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 | 1,709,445 | $40M | 12.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,687,300 | $39M | 12.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,556,885 | $36M | 11.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 907,747 | $21M | 6.8% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 710,128 | $17M | 5.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 515,401 | $12M | 3.9% | 2026-Q2 |
| Scissortail Wealth Management, LLC added | 494,248 | $12M | 3.7% | 2026-Q2 |
| LPL Financial LLC added | 488,748 | $11M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 442,891 | $10M | 3.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 292,785 | $7M | 2.2% | 2026-Q2 |
| LITTLEJOHN FINANCIAL SERVICES, INC. added | 285,227 | $7M | 2.1% | 2026-Q2 |
| Delta Wealth Advisors LLC added | 232,059 | $5M | 1.7% | 2026-Q2 |
| Ironwood Financial, llc added | 222,822 | $5M | 1.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 220,854 | $5M | 1.7% | 2026-Q2 |
| Marathon Mission, Inc. new | 220,063 | $5M | 1.7% | 2026-Q2 |
| BlackRock, Inc. added | 185,493 | $4M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 152,594 | $4M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 146,393 | $3M | 1.1% | 2026-Q2 |
| Bradley & Co. Private Wealth Management, LLC | 144,942 | $3M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 132,704 | $3M | 1.0% | 2026-Q2 |
| Straight Path Wealth Management added | 128,362 | $3M | 1.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 126,840 | $3M | 1.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 120,176 | $3M | 0.9% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 99,393 | $2M | 0.7% | 2026-Q2 |
| Sigma Planning Corp added | 82,373 | $2M | 0.6% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. added | 77,785 | $2M | 0.6% | 2026-Q2 |
| First Western Trust Bank added | 71,612 | $2M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 69,368 | $2M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 59,886 | $1M | 0.4% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 56,038 | $1M | 0.4% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 54,010 | $1M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 44,828 | $1M | 0.3% | 2026-Q2 |
| UBS Group AG added | 43,551 | $1M | 0.3% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 39,247 | $918K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 36,954 | $865K | 0.3% | 2026-Q2 |
| Bullock Wealth Management Group new | 35,995 | $839K | 0.3% | 2026-Q2 |
| Cyr Financial Inc. added | 35,657 | $834K | 0.3% | 2026-Q2 |
| High Note Wealth, LLC added | 35,547 | $831K | 0.3% | 2026-Q2 |
| Aspen Wealth Management LLC added | 33,329 | $780K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 31,776 | $743K | 0.2% | 2026-Q2 |
| WRAPMANAGER INC trimmed | 31,383 | $734K | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 31,369 | $734K | 0.2% | 2026-Q2 |
| Heartland Bank & Trust Co added | 30,962 | $724K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 29,718 | $695K | 0.2% | 2026-Q2 |
| Quad-Cities Investment Group, LLC new | 23,065 | $539K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 21,123 | $494K | 0.2% | 2026-Q2 |
| Guidance Point Advisors, LLC new | 20,925 | $490K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 19,423 | $454K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC | 18,116 | $424K | 0.1% | 2026-Q2 |
| Ruggaard & Associates LLC added | 17,947 | $420K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 16,539 | $387K | 0.1% | 2026-Q2 |
| Segment Wealth Management, LLC added | 16,215 | $379K | 0.1% | 2026-Q2 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC trimmed | 15,228 | $355K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 15,046 | $352K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 14,913 | $349K | 0.1% | 2026-Q2 |
| Occidental Asset Management, LLC added | 14,871 | $348K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC new | 12,730 | $298K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC added | 12,725 | $298K | 0.1% | 2026-Q2 |
| Madden Advisory Services, Inc. added | 11,610 | $272K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 11,505 | $269K | 0.1% | 2026-Q2 |
| Legacy Trust | 11,339 | $265K | 0.1% | 2026-Q2 |
| Windsor Capital Management, LLC new | 11,330 | $265K | 0.1% | 2026-Q2 |
| Freestone Capital Holdings, LLC trimmed | 11,245 | $263K | 0.1% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 11,187 | $262K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,086 | $259K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 10,364 | $242K | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC | 9,817 | $230K | 0.1% | 2026-Q2 |
| Daviman Financial, LLC added | 9,769 | $228K | 0.1% | 2026-Q2 |
| HEADINVEST, LLC trimmed | 9,303 | $218K | 0.1% | 2026-Q2 |
| TABLEAUX LLC trimmed | 9,224 | $216K | 0.1% | 2026-Q2 |
| SUMMITRY LLC trimmed | 8,865 | $207K | 0.1% | 2026-Q2 |
| MCF Advisors LLC | 7,217 | $169K | 0.1% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC added | 6,956 | $162K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 6,586 | $154K | 0.0% | 2026-Q2 |
| Activest Wealth Management | 6,510 | $152K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC | 5,000 | $117K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 4,514 | $106K | 0.0% | 2026-Q2 |
| CNB Bank added | 3,724 | $87K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 2,751 | $64K | 0.0% | 2026-Q2 |
| Napier Financial, LLC | 2,222 | $52K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 1,944 | $45K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 1,532 | $36K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC new | 1,350 | $32K | 0.0% | 2026-Q2 |
| 10Elms LLP added | 1,251 | $29K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 849 | $20K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 699 | $16K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 634 | $15K | 0.0% | 2026-Q2 |
| HM PAYSON & CO | 446 | $10K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 67 | $2K | 0.0% | 2026-Q2 |
| Basepoint Wealth LLC new | 50 | $1K | 0.0% | 2026-Q2 |
| THREADGILL FINANCIAL, LLC added | 486,139 | $11M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 66,494 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC added | 17,311 | $403K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 16,461 | $383K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BridgePort Financial Solutions, LLC trimmed | 16,441 | $389K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Hobbs Group Advisors, LLC new | 16,202 | $383K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Spire Wealth Management new | 12,548 | $297K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Austin Private Wealth, LLC trimmed | 10,326 | $244K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SUMMIT INVESTMENT ADVISORS, INC. added | 81,772 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Marble Harbor Investment Counsel, LLC trimmed | 11,540 | $273K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.