Who owns IBHJ
Which tracked institutional funds hold IBHJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBHJ 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 IBHJ is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 1 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
IBHJ’s largest tracked holder by dollar value, LBMC INVESTMENT ADVISORS, LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBHJ 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 51 tracked filers holding IBHJ, 34 increased or opened the position and 15 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 IBHJ 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 2
- Ironwood Financial, llc$1M
- Bullock Wealth Management Group$680K
Full exits 1
- Keeler Thomas Management LLC$744K
Largest adds
- LBMC INVESTMENT ADVISORS, LLC$7M
- BlackRock, Inc.$3M
- First Western Trust Bank$1M
- LPL Financial LLC$952K
- Integrated Wealth Concepts LLC$456K
- COMMONWEALTH EQUITY SERVICES, LLC$445K
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 | 1,189,960 | $31M | 40.5% | 2026-Q2 |
| Marathon Mission, Inc. trimmed | 201,259 | $5M | 6.9% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 200,057 | $5M | 6.8% | 2026-Q2 |
| BlackRock, Inc. added | 163,931 | $4M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 131,069 | $3M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 98,247 | $3M | 3.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 91,670 | $2M | 3.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 75,088 | $2M | 2.6% | 2026-Q2 |
| Straight Path Wealth Management added | 74,169 | $2M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 73,573 | $2M | 2.5% | 2026-Q2 |
| First Western Trust Bank added | 61,154 | $2M | 2.1% | 2026-Q2 |
| Ironwood Financial, llc new | 49,044 | $1M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 37,615 | $995K | 1.3% | 2026-Q2 |
| WRAPMANAGER INC trimmed | 27,776 | $735K | 0.9% | 2026-Q2 |
| Bullock Wealth Management Group new | 25,829 | $680K | 0.9% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 24,337 | $644K | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 21,699 | $574K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 20,360 | $539K | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 19,219 | $509K | 0.7% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC new | 18,390 | $487K | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 17,110 | $453K | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 16,858 | $446K | 0.6% | 2026-Q2 |
| Lido Advisors, LLC new | 16,113 | $426K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 15,938 | $422K | 0.5% | 2026-Q2 |
| Segment Wealth Management, LLC added | 13,805 | $365K | 0.5% | 2026-Q2 |
| Aspen Wealth Management LLC | 11,292 | $299K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC new | 11,273 | $298K | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 11,264 | $298K | 0.4% | 2026-Q2 |
| Stockman Wealth Management, Inc. | 11,060 | $293K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,763 | $285K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 10,750 | $284K | 0.4% | 2026-Q2 |
| Freestone Capital Holdings, LLC trimmed | 10,005 | $265K | 0.3% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 9,954 | $263K | 0.3% | 2026-Q2 |
| TABLEAUX LLC trimmed | 8,847 | $234K | 0.3% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC new | 8,694 | $230K | 0.3% | 2026-Q2 |
| Quad-Cities Investment Group, LLC new | 8,672 | $230K | 0.3% | 2026-Q2 |
| Guidance Point Advisors, LLC new | 8,091 | $214K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 7,620 | $202K | 0.3% | 2026-Q2 |
| Orion Capital Management LLC added | 5,000 | $132K | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC | 3,376 | $89K | 0.1% | 2026-Q2 |
| CNB Bank added | 3,304 | $87K | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 2,740 | $73K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 1,658 | $44K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,119 | $30K | 0.0% | 2026-Q2 |
| High Note Wealth, LLC trimmed | 937 | $25K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 755 | $20K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 563 | $15K | 0.0% | 2026-Q2 |
| HM PAYSON & CO | 377 | $10K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 86 | $2K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 60 | $2K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 25 | $662 | 0.0% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 28,357 | $744K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| THREADGILL FINANCIAL, LLC new | 9,621 | $252K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Stratos Wealth Partners, LTD. new | 7,877 | $207K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 2,600 | $68K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. added | 681 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cherry Tree Wealth Management, LLC | 326 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC new | 9 | $232 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 48,095 | $1M | 1.6% | 2025-Q4 stale (2 quarters behind) |
| M3 Advisory Group, LLC trimmed | 7,475 | $200K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Global Retirement Partners, LLC | 2,000 | $54K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Clearstead Advisors, LLC new | 154 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 131 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.