Who owns IBHI (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-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 IBHI is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 6 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 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp 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 2025-Q4 and 2026-Q1, across 90 tracked filers holding IBHI, 64 increased or opened the position and 20 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 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 3
- Robertson Stephens Wealth Management, LLC$850K
- CITADEL ADVISORS LLC$687K
- Heartland Bank & Trust Co$582K
Full exits 1
- NewEdge Advisors, LLC$21M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25M
- THREADGILL FINANCIAL, LLC$11M
- Scissortail Wealth Management, LLC$10M
- Baltimore-Washington Financial Advisors, Inc.$3M
- LBMC INVESTMENT ADVISORS, LLC$2M
- LPL Financial LLC$2M
Largest trims
- Keeler Thomas Management LLC$7M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- UBS Group AG$978K
- BANK OF AMERICA CORP /DE/$665K
- HEADINVEST, LLC$311K
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 | 1,467,776 | $34M | 13.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,402,120 | $33M | 12.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,092,828 | $25M | 9.7% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 652,314 | $15M | 5.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 534,862 | $12M | 4.7% | 2026-Q1 |
| THREADGILL FINANCIAL, LLC added | 486,139 | $11M | 4.3% | 2026-Q1 |
| Scissortail Wealth Management, LLC added | 485,371 | $11M | 4.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 414,007 | $10M | 3.7% | 2026-Q1 |
| LPL Financial LLC added | 369,594 | $9M | 3.3% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 351,976 | $8M | 3.1% | 2026-Q1 |
| LITTLEJOHN FINANCIAL SERVICES, INC. added | 251,958 | $6M | 2.2% | 2026-Q1 |
| Delta Wealth Advisors LLC added | 218,408 | $5M | 1.9% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 210,396 | $5M | 1.9% | 2026-Q1 |
| Bradley & Co. Private Wealth Management, LLC | 144,942 | $3M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 144,293 | $3M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 126,548 | $3M | 1.1% | 2026-Q1 |
| Keeler Thomas Management LLC trimmed | 118,244 | $3M | 1.0% | 2026-Q1 |
| Straight Path Wealth Management added | 116,548 | $3M | 1.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 108,461 | $3M | 1.0% | 2026-Q1 |
| Ironwood Financial, llc added | 103,945 | $2M | 0.9% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 100,777 | $2M | 0.9% | 2026-Q1 |
| Sigma Planning Corp added | 77,357 | $2M | 0.7% | 2026-Q1 |
| Penobscot Investment Management Company, Inc. added | 72,335 | $2M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 67,870 | $2M | 0.6% | 2026-Q1 |
| BlackRock, Inc. added | 67,554 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 66,494 | $2M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 57,105 | $1M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 43,272 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 39,156 | $912K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 39,016 | $908K | 0.3% | 2026-Q1 |
| FOCUSED ALPHA, LLC added | 38,915 | $906K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 37,493 | $873K | 0.3% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 36,513 | $850K | 0.3% | 2026-Q1 |
| Cyr Financial Inc. trimmed | 35,168 | $819K | 0.3% | 2026-Q1 |
| WRAPMANAGER INC added | 35,047 | $816K | 0.3% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 31,369 | $730K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 29,519 | $687K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 26,555 | $618K | 0.2% | 2026-Q1 |
| Heartland Bank & Trust Co new | 24,981 | $582K | 0.2% | 2026-Q1 |
| First Western Trust Bank new | 20,938 | $487K | 0.2% | 2026-Q1 |
| High Note Wealth, LLC added | 18,185 | $423K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 18,116 | $422K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC new | 17,598 | $410K | 0.2% | 2026-Q1 |
| Aspen Wealth Management LLC | 17,353 | $404K | 0.2% | 2026-Q1 |
| McIlrath & Eck, LLC added | 17,311 | $403K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 17,193 | $400K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 17,097 | $398K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 16,539 | $385K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 16,461 | $383K | 0.1% | 2026-Q1 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 15,702 | $369K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 15,667 | $365K | 0.1% | 2026-Q1 |
| Freestone Capital Holdings, LLC trimmed | 14,987 | $349K | 0.1% | 2026-Q1 |
| Segment Wealth Management, LLC new | 14,490 | $337K | 0.1% | 2026-Q1 |
| HEADINVEST, LLC trimmed | 14,028 | $327K | 0.1% | 2026-Q1 |
| Ruggaard & Associates LLC new | 13,694 | $319K | 0.1% | 2026-Q1 |
| Occidental Asset Management, LLC | 13,321 | $310K | 0.1% | 2026-Q1 |
| Legacy Trust | 11,339 | $264K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 10,777 | $251K | 0.1% | 2026-Q1 |
| Madden Advisory Services, Inc. new | 10,662 | $248K | 0.1% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 10,615 | $247K | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 10,341 | $241K | 0.1% | 2026-Q1 |
| TABLEAUX LLC added | 10,249 | $239K | 0.1% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC new | 9,817 | $229K | 0.1% | 2026-Q1 |
| Ameraudi Asset Management, Inc. | 9,609 | $224K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 9,477 | $221K | 0.1% | 2026-Q1 |
| SUMMITRY LLC new | 9,415 | $219K | 0.1% | 2026-Q1 |
| Daviman Financial, LLC new | 9,087 | $212K | 0.1% | 2026-Q1 |
| MCF Advisors LLC new | 7,217 | $168K | 0.1% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC added | 6,844 | $159K | 0.1% | 2026-Q1 |
| Activest Wealth Management new | 6,510 | $152K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 5,382 | $125K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 5,253 | $122K | 0.0% | 2026-Q1 |
| Orion Capital Management LLC | 5,000 | $116K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 4,514 | $105K | 0.0% | 2026-Q1 |
| CNB Bank trimmed | 3,550 | $83K | 0.0% | 2026-Q1 |
| Napier Financial, LLC new | 2,222 | $52K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,086 | $49K | 0.0% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC | 2,018 | $47K | 0.0% | 2026-Q1 |
| BARRETT & COMPANY, INC. | 1,944 | $45K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC new | 1,508 | $35K | 0.0% | 2026-Q1 |
| FMR LLC new | 941 | $22K | 0.0% | 2026-Q1 |
| CWM, LLC | 902 | $21K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. added | 835 | $19K | 0.0% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. added | 765 | $18K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 750 | $17K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 699 | $16K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 883,775 | $21M | 7.9% | 2025-Q4 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 81,772 | $2M | 0.7% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 55,666 | $1M | 0.5% | 2025-Q1 stale |
| BridgePort Financial Solutions, LLC trimmed | 16,441 | $389K | 0.1% | 2025-Q4 stale |
| Hobbs Group Advisors, LLC new | 16,202 | $383K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 13,227 | $315K | 0.1% | 2025-Q3 stale |
| Spire Wealth Management new | 12,548 | $297K | 0.1% | 2025-Q4 stale |
| Marble Harbor Investment Counsel, LLC trimmed | 11,540 | $273K | 0.1% | 2025-Q2 stale |
| Austin Private Wealth, LLC trimmed | 10,326 | $244K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 9,257 | $219K | 0.1% | 2025-Q4 stale |
| M3 Advisory Group, LLC | 8,558 | $202K | 0.1% | 2025-Q4 stale |
| Reliant Wealth Planning | 8,431 | $199K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 2,800 | $65K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 895 | $21K | 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.