Who owns IBTH
Which tracked institutional funds hold IBTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTH 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
64 tracked funds added or opened IBTH while 39 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
IBTH’s largest tracked holder by dollar value, HM PAYSON & CO, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.3% 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 IBTH 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 300 tracked filers holding IBTH, 171 increased or opened the position and 104 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 IBTH 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 8
- NewEdge Advisors, LLC$46M
- Arax Advisory Partners$35M
- Global Retirement Partners, LLC$7M
- Hobbs Group Advisors, LLC$3M
- SBE LLC DBA CEDAR COVE WEALTH PARTNERS$2M
- NewSquare Capital LLC$1M
Full exits 15
- CWM, LLC$13M
- Janney Montgomery Scott LLC$7M
- BOSTON FAMILY OFFICE LLC$6M
- Parkside Financial Bank & Trust$4M
- Thrivent Financial for Lutherans$4M
- PARK AVENUE SECURITIES LLC$3M
Largest adds
- Integrated Wealth Concepts LLC$25M
- NorthCoast Asset Management LLC$14M
- BANK OF AMERICA CORP /DE/$12M
- BlackRock, Inc.$11M
- McGuire Investment Group, LLC$10M
- Stratos Wealth Advisors, LLC$6M
Largest trims
- TRUE Private Wealth Advisors$33M
- WELLS FARGO & COMPANY/MN$11M
- Merit Financial Group, LLC$11M
- L2 Asset Management, LLC$7M
- Steward Partners Investment Advisory, LLC$5M
- Independent Advisor Alliance$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HM PAYSON & CO trimmed | 6,611,440 | $148M | 8.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,312,834 | $96M | 5.6% | 2026-Q2 |
| MORGAN STANLEY added | 3,823,870 | $86M | 5.0% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 3,259,854 | $73M | 4.2% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 2,943,106 | $66M | 3.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,688,763 | $60M | 3.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,430,739 | $54M | 3.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,039,948 | $46M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,024,159 | $45M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,991,715 | $45M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 1,921,980 | $43M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,771,083 | $40M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,694,910 | $38M | 2.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 1,669,909 | $37M | 2.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,569,360 | $35M | 2.0% | 2026-Q2 |
| Arax Advisory Partners new | 1,559,602 | $35M | 2.0% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 1,548,074 | $35M | 2.0% | 2026-Q2 |
| Connecticut Wealth Management, LLC added | 1,433,973 | $32M | 1.9% | 2026-Q2 |
| Financial Advisory Corp added | 1,331,948 | $30M | 1.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,213,988 | $27M | 1.6% | 2026-Q2 |
| BlackRock, Inc. added | 1,182,623 | $26M | 1.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 1,075,530 | $24M | 1.4% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 980,870 | $22M | 1.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 891,306 | $20M | 1.2% | 2026-Q2 |
| Journey Advisory Group, LLC trimmed | 853,470 | $19M | 1.1% | 2026-Q2 |
| Carnegie Investment Counsel added | 840,789 | $19M | 1.1% | 2026-Q2 |
| MKT Advisors LLC added | 840,464 | $19M | 1.1% | 2026-Q2 |
| Fulton Bank, N.A. added | 839,816 | $19M | 1.1% | 2026-Q2 |
| OneAscent Financial Services LLC added | 828,598 | $19M | 1.1% | 2026-Q2 |
| Denver PWM, LLC added | 820,926 | $18M | 1.1% | 2026-Q2 |
| Asset Advisors Investment Management, LLC added | 749,601 | $17M | 1.0% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 732,064 | $16M | 1.0% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 712,385 | $16M | 0.9% | 2026-Q2 |
| BIP Wealth, LLC added | 666,092 | $15M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 639,970 | $14M | 0.8% | 2026-Q2 |
| Krilogy Financial LLC added | 627,252 | $14M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 608,435 | $14M | 0.8% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 605,306 | $14M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 586,420 | $13M | 0.8% | 2026-Q2 |
| Wealth Management Strategies, Inc. added | 564,719 | $13M | 0.7% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 500,585 | $11M | 0.7% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC added | 486,876 | $11M | 0.6% | 2026-Q2 |
| McGuire Investment Group, LLC added | 451,068 | $10M | 0.6% | 2026-Q2 |
| Apella Capital, LLC added | 440,843 | $10M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 423,295 | $9M | 0.5% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. trimmed | 410,436 | $9M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 401,407 | $9M | 0.5% | 2026-Q2 |
| Delta Wealth Advisors LLC added | 376,171 | $8M | 0.5% | 2026-Q2 |
| Hilltop Holdings Inc. added | 375,375 | $8M | 0.5% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 363,748 | $8M | 0.5% | 2026-Q2 |
| Northstar Group, Inc. added | 347,587 | $8M | 0.5% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 335,892 | $8M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC added | 333,212 | $7M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 325,758 | $7M | 0.4% | 2026-Q2 |
| Flavin Financial Services, Inc. added | 322,566 | $7M | 0.4% | 2026-Q2 |
| Midwest Professional Planners, LTD. added | 313,050 | $7M | 0.4% | 2026-Q2 |
| REBALANCE, LLC added | 299,656 | $7M | 0.4% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. trimmed | 299,077 | $7M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 284,746 | $6M | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 259,828 | $6M | 0.3% | 2026-Q2 |
| Asset Dedication, LLC added | 259,757 | $6M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 241,746 | $5M | 0.3% | 2026-Q2 |
| Stockman Wealth Management, Inc. added | 234,473 | $5M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 227,308 | $5M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 224,438 | $5M | 0.3% | 2026-Q2 |
| TRUE Private Wealth Advisors trimmed | 222,052 | $5M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 202,090 | $5M | 0.3% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 197,699 | $4M | 0.3% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 195,308 | $4M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 187,968 | $4M | 0.2% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 179,261 | $4M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 176,939 | $4M | 0.2% | 2026-Q2 |
| Portland Global Advisors LLC added | 173,463 | $4M | 0.2% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 170,928 | $4M | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 158,606 | $4M | 0.2% | 2026-Q2 |
| Lantz Financial LLC added | 153,534 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 152,629 | $3M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 149,193 | $3M | 0.2% | 2026-Q2 |
| Old Port Advisors trimmed | 147,267 | $3M | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 147,253 | $3M | 0.2% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 141,960 | $3M | 0.2% | 2026-Q2 |
| Cornerstone Planning, LLC added | 140,835 | $3M | 0.2% | 2026-Q2 |
| Gradient Investments LLC trimmed | 139,414 | $3M | 0.2% | 2026-Q2 |
| MAI Capital Management trimmed | 135,043 | $3M | 0.2% | 2026-Q2 |
| Hobbs Group Advisors, LLC new | 134,164 | $3M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 133,738 | $3M | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 133,053 | $3M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 129,201 | $3M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO | 121,375 | $3M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 119,908 | $3M | 0.2% | 2026-Q2 |
| Centennial Advisors, LLC added | 118,022 | $3M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 112,937 | $3M | 0.1% | 2026-Q2 |
| Mechanics Bank Trust Department trimmed | 103,000 | $2M | 0.1% | 2026-Q2 |
| Hughes Financial Services, LLC added | 102,916 | $2M | 0.1% | 2026-Q2 |
| KOM Wealth Management Group, LLC added | 102,696 | $2M | 0.1% | 2026-Q2 |
| TFR Capital, LLC. trimmed | 102,404 | $2M | 0.1% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS new | 100,519 | $2M | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 98,664 | $2M | 0.1% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 96,560 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 94,283 | $2M | 0.1% | 2026-Q2 |
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.