Who owns IBTA (IBTA)
Which tracked institutional funds hold IBTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTA 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
38 tracked funds added or opened IBTA while 15 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
IBTA’s largest tracked holder by dollar value, Koch, Inc., sizes it at 14.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBTA 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 133 tracked filers holding IBTA, 71 increased or opened the position and 61 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 IBTA 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 9
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$5M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- VANGUARD FIDUCIARY TRUST CO$3M
- Point72 Asset Management, L.P.$2M
- AQR CAPITAL MANAGEMENT LLC$1M
Full exits 7
- VANGUARD GROUP INC$24M
- Sumitomo Mitsui Trust Group, Inc.$9M
- Amova Asset Management Americas, Inc.$8M
- Brooklyn Investment Group$2M
- Counterpoint Mutual Funds LLC$587K
- FourThought Financial Partners, LLC$526K
Largest adds
- Koch, Inc.$32M
- D. E. Shaw & Co., Inc.$12M
- HSBC HOLDINGS PLC$8M
- BlackRock, Inc.$5M
- CITIGROUP INC$5M
- NOTABLE CAPITAL MANAGEMENT, L.L.C.$3M
Largest trims
- AMERIPRISE FINANCIAL INC$4M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- JANE STREET GROUP, LLC$1M
- JPMORGAN CHASE & CO$1M
- PRIMECAP MANAGEMENT CO/CA/$735K
- GOLDMAN SACHS GROUP INC$673K
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 |
|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $132M | 23.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 1,690,546 | $51M | 9.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,009,287 | $31M | 5.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 962,644 | $29M | 5.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 640,683 | $19M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 519,300 | $16M | 2.8% | 2026-Q1 |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | 367,032 | $11M | 2.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 327,173 | $10M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 296,563 | $9M | 1.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 284,505 | $9M | 1.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 271,425 | $8M | 1.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 239,300 | $7M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 239,167 | $7M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 236,732 | $7M | 1.3% | 2026-Q1 |
| UBS Group AG added | 173,119 | $5M | 0.9% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new | 153,980 | $5M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 128,999 | $4M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 128,594 | $4M | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP added | 126,690 | $4M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 123,751 | $4M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 123,324 | $4M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 110,739 | $3M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 104,595 | $3M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 97,473 | $3M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 95,893 | $3M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 90,870 | $3M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 86,043 | $3M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 64,202 | $2M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 64,129 | $2M | 0.3% | 2026-Q1 |
| XTX Topco Ltd trimmed | 64,024 | $2M | 0.3% | 2026-Q1 |
| SAYBROOK CAPITAL /NC | 60,258 | $2M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 57,510 | $2M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 52,020 | $2M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 48,764 | $1M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 44,773 | $1M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 42,871 | $1M | 0.2% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 41,935 | $1M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 36,264 | $1M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 33,200 | $995K | 0.2% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 31,761 | $952K | 0.2% | 2026-Q1 |
| ForthRight Wealth Management, LLC | 30,296 | $908K | 0.2% | 2026-Q1 |
| NORGES BANK added | 21,343 | $901K | 0.2% | 2026-Q1 |
| Swiss National Bank | 29,900 | $896K | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 26,419 | $792K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 26,036 | $780K | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC trimmed | 23,549 | $705K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 23,345 | $700K | 0.1% | 2026-Q1 |
| VARCOV Co. added | 22,131 | $663K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 20,870 | $625K | 0.1% | 2026-Q1 |
| Mariner, LLC new | 18,165 | $544K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 17,869 | $524K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 16,680 | $500K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 15,641 | $469K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,224 | $456K | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 15,096 | $450K | 0.1% | 2026-Q1 |
| G2 Investment Partners Management LLC added | 15,000 | $450K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 14,425 | $432K | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP | 12,750 | $382K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO new | 11,467 | $344K | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 10,600 | $318K | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC added | 10,412 | $312K | 0.1% | 2026-Q1 |
| Southpoint Capital Advisors LP trimmed | 700,000 | $26M | 4.6% | 2025-Q2 stale |
| ARK Investment Management LLC added | 907,386 | $25M | 4.5% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 1,054,761 | $24M | 4.3% | 2025-Q4 stale |
| Capital World Investors | 250,000 | $11M | 1.9% | 2025-Q1 stale |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 389,463 | $9M | 1.6% | 2025-Q4 stale |
| Amova Asset Management Americas, Inc. trimmed | 341,265 | $8M | 1.4% | 2025-Q4 stale |
| Edgestream Partners, L.P. new | 74,061 | $3M | 0.5% | 2025-Q2 stale |
| Pacer Advisors, Inc. trimmed | 67,814 | $2M | 0.4% | 2025-Q2 stale |
| TWINBEECH CAPITAL LP new | 58,896 | $2M | 0.4% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 52,725 | $2M | 0.3% | 2025-Q2 stale |
| JANUS HENDERSON GROUP PLC added | 51,465 | $2M | 0.3% | 2025-Q2 stale |
| WILKINS INVESTMENT COUNSEL INC | 66,027 | $2M | 0.3% | 2025-Q3 stale |
| Walleye Capital LLC added | 48,526 | $2M | 0.3% | 2025-Q2 stale |
| Brooklyn Investment Group added | 73,365 | $2M | 0.3% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC added | 51,854 | $1M | 0.3% | 2025-Q3 stale |
| Magnetar Financial LLC new | 38,889 | $1M | 0.3% | 2025-Q2 stale |
| EFG Asset Management (North America) Corp. trimmed | 35,982 | $1M | 0.2% | 2025-Q2 stale |
| PDT Partners, LLC added | 34,970 | $1M | 0.2% | 2025-Q2 stale |
| J. Goldman & Co LP new | 33,336 | $1M | 0.2% | 2025-Q2 stale |
| Engineers Gate Manager LP new | 30,210 | $1M | 0.2% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP new | 30,200 | $1M | 0.2% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 28,159 | $1M | 0.2% | 2025-Q2 stale |
| Squarepoint Ops LLC added | 25,848 | $720K | 0.1% | 2025-Q3 stale |
| Counterpoint Mutual Funds LLC new | 25,842 | $587K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC new | 15,582 | $570K | 0.1% | 2025-Q2 stale |
| Man Group plc new | 14,442 | $529K | 0.1% | 2025-Q2 stale |
| FourThought Financial Partners, LLC new | 23,134 | $526K | 0.1% | 2025-Q4 stale |
| Susquehanna Portfolio Strategies, LLC trimmed | 22,751 | $517K | 0.1% | 2025-Q4 stale |
| AVIVA PLC added | 18,308 | $510K | 0.1% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 18,171 | $506K | 0.1% | 2025-Q3 stale |
| Walleye Trading LLC trimmed | 13,531 | $495K | 0.1% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP new | 11,550 | $487K | 0.1% | 2025-Q1 stale |
| Malaga Cove Capital, LLC | 10,285 | $434K | 0.1% | 2025-Q1 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 11,451 | $419K | 0.1% | 2025-Q2 stale |
| Numerai GP LLC new | 14,911 | $415K | 0.1% | 2025-Q3 stale |
| Voya Investment Management LLC added | 14,703 | $409K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC trimmed | 16,300 | $370K | 0.1% | 2025-Q4 stale |
| INTECH INVESTMENT MANAGEMENT LLC added | 9,632 | $353K | 0.1% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 7,658 | $323K | 0.1% | 2025-Q1 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.