Who owns IBIG
Which tracked institutional funds hold IBIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBIG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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
8 tracked funds added or opened IBIG while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
IBIG’s largest tracked holder by dollar value, TRUE Private Wealth Advisors, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBIG 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 25 tracked filers holding IBIG, 17 increased or opened the position and 6 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 IBIG 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 4
- RAYMOND JAMES FINANCIAL INC$4M
- CITADEL ADVISORS LLC$1M
- Tower Research Capital LLC (TRC)$750K
- FLOW TRADERS U.S. LLC$637K
Full exits 2
- JANE STREET GROUP, LLC$892K
- IFG Advisory, LLC$757K
Largest adds
- Quantum Financial Advisors, LLC$2M
- CENTRAL TRUST Co$641K
- BlackRock, Inc.$523K
- Bradley & Co. Private Wealth Management, LLC$396K
Largest trims
- TRUE Private Wealth Advisors$2M
- NewEdge Advisors, LLC$431K
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 |
|---|---|---|---|---|
| TRUE Private Wealth Advisors trimmed | 1,392,742 | $37M | 55.0% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 278,489 | $7M | 11.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 155,410 | $4M | 6.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 151,874 | $4M | 6.0% | 2026-Q1 |
| BlackRock, Inc. added | 100,249 | $3M | 4.0% | 2026-Q1 |
| CENTRAL TRUST Co added | 69,638 | $2M | 2.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 48,275 | $1M | 1.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 40,561 | $1M | 1.6% | 2026-Q1 |
| Tower Research Capital LLC (TRC) new | 28,557 | $750K | 1.1% | 2026-Q1 |
| Bradley & Co. Private Wealth Management, LLC added | 28,300 | $743K | 1.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 25,189 | $661K | 1.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 24,264 | $637K | 1.0% | 2026-Q1 |
| MKT Advisors LLC trimmed | 22,665 | $595K | 0.9% | 2026-Q1 |
| ARK & TLK INVESTMENTS, LLC | 18,825 | $494K | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 16,852 | $442K | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 13,444 | $353K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 13,411 | $352K | 0.5% | 2026-Q1 |
| 4Thought Financial Group Inc. new | 13,380 | $351K | 0.5% | 2026-Q1 |
| Creative Planning | 11,826 | $311K | 0.5% | 2026-Q1 |
| McIlrath & Eck, LLC new | 1,837 | $48K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC | 1,136 | $30K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 785 | $21K | 0.0% | 2026-Q1 |
| Asset Dedication, LLC new | 769 | $20K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 17,914 | $18K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 63 | $2K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 34,225 | $892K | 1.3% | 2025-Q4 stale |
| IFG Advisory, LLC added | 29,059 | $757K | 1.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,960 | $239K | 0.4% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.