Who owns IBIC
Which tracked institutional funds hold IBIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBIC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
5 tracked funds added or opened IBIC while 3 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
IBIC’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBIC 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 32 tracked filers holding IBIC, 19 increased or opened the position and 5 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 IBIC 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
- Collaborative Fund Advisors, LLC$1M
- JANE STREET GROUP, LLC$539K
Full exits 1
- BlackRock, Inc.$3M
Largest adds
- RAYMOND JAMES FINANCIAL INC$9M
- DAVENPORT & Co LLC$791K
- LPL Financial LLC$303K
Largest trims
- Quantum Financial Advisors, LLC$2M
- Addison Advisors LLC$1M
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 503,540 | $13M | 31.6% | 2026-Q2 |
| Quantum Financial Advisors, LLC trimmed | 264,637 | $7M | 16.6% | 2026-Q2 |
| High Note Wealth, LLC added | 143,180 | $4M | 9.0% | 2026-Q2 |
| LPL Financial LLC added | 61,051 | $2M | 3.8% | 2026-Q2 |
| Addison Advisors LLC trimmed | 55,385 | $1M | 3.5% | 2026-Q2 |
| CENTRAL TRUST Co added | 49,388 | $1M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 45,376 | $1M | 2.9% | 2026-Q2 |
| Collaborative Fund Advisors, LLC new | 45,094 | $1M | 2.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 42,348 | $1M | 2.7% | 2026-Q2 |
| DAVENPORT & Co LLC added | 39,113 | $1M | 2.5% | 2026-Q2 |
| Creative Planning added | 25,065 | $654K | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 20,648 | $539K | 1.3% | 2026-Q2 |
| MKT Advisors LLC added | 19,760 | $505K | 1.2% | 2026-Q2 |
| ARK & TLK INVESTMENTS, LLC | 16,917 | $441K | 1.1% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 14,113 | $368K | 0.9% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 13,623 | $355K | 0.9% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 12,356 | $322K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,210 | $319K | 0.8% | 2026-Q2 |
| Cerity Partners LLC | 11,403 | $298K | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 10,350 | $270K | 0.7% | 2026-Q2 |
| Focus Financial Network, Inc. | 8,297 | $216K | 0.5% | 2026-Q2 |
| Cohalo Advisory LLC new | 8,089 | $211K | 0.5% | 2026-Q2 |
| Allworth Financial LP | 4,117 | $107K | 0.3% | 2026-Q2 |
| Bradley & Co. Private Wealth Management, LLC | 3,667 | $96K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA | 2,000 | $52K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,366 | $36K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 1,168 | $30K | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 1,000 | $26K | 0.1% | 2026-Q2 |
| Asset Dedication, LLC added | 771 | $20K | 0.0% | 2026-Q2 |
| FMR LLC new | 690 | $18K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 262 | $7K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 0 | $4 | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 102,178 | $3M | 6.4% | 2026-Q1 stale (1 quarter behind) |
| Sigma Planning Corp added | 8,784 | $228K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 30,694 | $784K | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Austin Private Wealth, LLC | 11,403 | $291K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 358 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| EverSource Wealth Advisors, LLC new | 109 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 2,799 | $73K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 644 | $17K | 0.0% | 2025-Q2 stale (4 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.