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-Q2 13F filings (latest filed 2026-08-14). 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
9 tracked funds added or opened IBIG while 4 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
IBIG’s largest tracked holder by dollar value, TRUE Private Wealth Advisors, sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp 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 2026-Q1 and 2026-Q2, across 29 tracked filers holding IBIG, 22 increased or opened the position and 7 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 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 3
- MORGAN STANLEY$3M
- JANE STREET GROUP, LLC$1M
- IFG Advisory, LLC$1M
Full exits 3
- CITADEL ADVISORS LLC$1M
- Tower Research Capital LLC (TRC)$750K
- FLOW TRADERS U.S. LLC$637K
Largest adds
- RAYMOND JAMES FINANCIAL INC$9M
- BlackRock, Inc.$2M
- OSAIC HOLDINGS, INC.$1M
- NewEdge Advisors, LLC$452K
- CENTRAL TRUST Co$321K
- D.A. DAVIDSON & CO.$299K
Largest trims
- TRUE Private Wealth Advisors$2M
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 | 1,308,162 | $34M | 41.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 506,893 | $13M | 16.2% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 281,307 | $7M | 9.0% | 2026-Q2 |
| BlackRock, Inc. added | 170,663 | $4M | 5.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 163,246 | $4M | 5.2% | 2026-Q2 |
| MORGAN STANLEY new | 124,436 | $3M | 4.0% | 2026-Q2 |
| CENTRAL TRUST Co added | 81,847 | $2M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 63,032 | $2M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 48,275 | $1M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 40,212 | $1M | 1.3% | 2026-Q2 |
| IFG Advisory, LLC added | 38,892 | $1M | 1.2% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 28,974 | $761K | 0.9% | 2026-Q2 |
| Bradley & Co. Private Wealth Management, LLC added | 28,329 | $744K | 0.9% | 2026-Q2 |
| MKT Advisors LLC added | 24,265 | $622K | 0.8% | 2026-Q2 |
| ARK & TLK INVESTMENTS, LLC | 18,825 | $494K | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 17,888 | $470K | 0.6% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC new | 16,572 | $425K | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 14,772 | $388K | 0.5% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 13,835 | $363K | 0.4% | 2026-Q2 |
| Creative Planning added | 11,829 | $311K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 9,155 | $240K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 9,012 | $237K | 0.3% | 2026-Q2 |
| Allworth Financial LP new | 8,507 | $223K | 0.3% | 2026-Q2 |
| FMR LLC new | 2,628 | $69K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 1,136 | $30K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 769 | $20K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 665 | $17K | 0.0% | 2026-Q2 |
| UBS Group AG added | 346 | $9K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 52 | $1K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 40,561 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) new | 28,557 | $750K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 24,264 | $637K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC new | 1,837 | $48K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,960 | $239K | 0.3% | 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.