Who owns IBTH (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-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
74 tracked funds added or opened IBTH while 29 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
IBTH’s largest tracked holder by dollar value, HM PAYSON & CO, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 1.9pp 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 2025-Q4 and 2026-Q1, across 311 tracked filers holding IBTH, 192 increased or opened the position and 88 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 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 10
- OneAscent Financial Services LLC$18M
- Cornerstone Planning, LLC$3M
- SEI INVESTMENTS CO$3M
- MOULTON WEALTH MANAGEMENT, INC$2M
- SUMMITPOINT CAPITAL MANAGEMENT$2M
- Avantax Planning Partners, Inc.$1M
Full exits 6
- NewEdge Advisors, LLC$39M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$10M
- Global Retirement Partners, LLC$7M
- MBL Wealth, LLC$6M
- Investor's Fiduciary Advisor Network, LLC$2M
- Austin Private Wealth, LLC$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$28M
- Connecticut Wealth Management, LLC$23M
- NorthCoast Asset Management LLC$16M
- Stratos Wealth Advisors, LLC$11M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
- UBS Group AG$9M
Largest trims
- HM PAYSON & CO$15M
- TRUE Private Wealth Advisors$6M
- PARK AVENUE SECURITIES LLC$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- Old Port Advisors$2M
- Probity Advisors, Inc.$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 |
|---|---|---|---|---|
| HM PAYSON & CO trimmed | 6,756,711 | $152M | 8.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,767,638 | $85M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 3,708,002 | $83M | 4.8% | 2026-Q1 |
| GLOBALT Investments LLC / GA added | 2,998,377 | $67M | 3.9% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 2,637,447 | $59M | 3.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,491,035 | $56M | 3.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,467,661 | $55M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,901,070 | $43M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,874,584 | $42M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 1,811,146 | $41M | 2.3% | 2026-Q1 |
| Brookstone Capital Management added | 1,720,033 | $39M | 2.2% | 2026-Q1 |
| UBS Group AG added | 1,699,627 | $38M | 2.2% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 1,678,023 | $38M | 2.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,481,203 | $33M | 1.9% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,405,276 | $32M | 1.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,313,543 | $29M | 1.7% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 1,287,702 | $29M | 1.7% | 2026-Q1 |
| Connecticut Wealth Management, LLC added | 1,240,205 | $28M | 1.6% | 2026-Q1 |
| Financial Advisory Corp added | 1,205,677 | $27M | 1.6% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,187,645 | $27M | 1.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 1,047,678 | $23M | 1.4% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 941,755 | $21M | 1.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 900,558 | $20M | 1.2% | 2026-Q1 |
| Journey Advisory Group, LLC added | 872,105 | $20M | 1.1% | 2026-Q1 |
| OneAscent Financial Services LLC added | 813,004 | $18M | 1.1% | 2026-Q1 |
| MKT Advisors LLC added | 804,133 | $18M | 1.0% | 2026-Q1 |
| Denver PWM, LLC added | 772,699 | $17M | 1.0% | 2026-Q1 |
| Asset Advisors Investment Management, LLC added | 745,721 | $17M | 1.0% | 2026-Q1 |
| Carnegie Investment Counsel added | 734,551 | $16M | 1.0% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 686,345 | $15M | 0.9% | 2026-Q1 |
| BlackRock, Inc. added | 673,518 | $15M | 0.9% | 2026-Q1 |
| Fulton Bank, N.A. added | 632,365 | $14M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 614,994 | $14M | 0.8% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. trimmed | 605,306 | $14M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 595,791 | $13M | 0.8% | 2026-Q1 |
| Krilogy Financial LLC added | 587,025 | $13M | 0.8% | 2026-Q1 |
| CWM, LLC added | 562,325 | $13M | 0.7% | 2026-Q1 |
| Wealth Management Strategies, Inc. added | 537,218 | $12M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 536,682 | $12M | 0.7% | 2026-Q1 |
| SHELTON WEALTH MANAGEMENT, LLC added | 456,390 | $10M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 429,045 | $10M | 0.6% | 2026-Q1 |
| CHATHAM CAPITAL GROUP, INC. trimmed | 418,786 | $9M | 0.5% | 2026-Q1 |
| Apella Capital, LLC added | 410,722 | $9M | 0.5% | 2026-Q1 |
| BIP Wealth, LLC added | 408,299 | $9M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 391,510 | $9M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 374,080 | $8M | 0.5% | 2026-Q1 |
| Delta Wealth Advisors LLC added | 372,920 | $8M | 0.5% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC trimmed | 355,656 | $8M | 0.5% | 2026-Q1 |
| Hilltop Holdings Inc. added | 349,939 | $8M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 342,239 | $8M | 0.4% | 2026-Q1 |
| L2 Asset Management, LLC added | 316,392 | $7M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 323,811 | $7M | 0.4% | 2026-Q1 |
| Northstar Group, Inc. added | 323,479 | $7M | 0.4% | 2026-Q1 |
| Flavin Financial Services, Inc. added | 321,631 | $7M | 0.4% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. trimmed | 300,552 | $7M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 290,605 | $7M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 274,896 | $6M | 0.4% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 272,733 | $6M | 0.4% | 2026-Q1 |
| REBALANCE, LLC added | 270,646 | $6M | 0.4% | 2026-Q1 |
| Midwest Professional Planners, LTD. added | 264,689 | $6M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 247,188 | $6M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 242,226 | $5M | 0.3% | 2026-Q1 |
| Asset Dedication, LLC added | 241,854 | $5M | 0.3% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 237,567 | $5M | 0.3% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 228,160 | $5M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 227,847 | $5M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 224,754 | $5M | 0.3% | 2026-Q1 |
| Old Port Advisors trimmed | 219,098 | $5M | 0.3% | 2026-Q1 |
| Atlantic Private Wealth, LLC added | 209,413 | $5M | 0.3% | 2026-Q1 |
| Parkside Financial Bank & Trust | 200,311 | $4M | 0.3% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 199,515 | $4M | 0.3% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. added | 198,274 | $4M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 196,100 | $4M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 192,190 | $4M | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 189,712 | $4M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 189,208 | $4M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 183,480 | $4M | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 168,913 | $4M | 0.2% | 2026-Q1 |
| Accretive Wealth Partners, LLC added | 160,695 | $4M | 0.2% | 2026-Q1 |
| Portland Global Advisors LLC added | 160,668 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 159,531 | $4M | 0.2% | 2026-Q1 |
| Probity Advisors, Inc. trimmed | 151,562 | $3M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 147,191 | $3M | 0.2% | 2026-Q1 |
| Gradient Investments LLC trimmed | 146,609 | $3M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 144,958 | $3M | 0.2% | 2026-Q1 |
| Cornerstone Planning, LLC added | 138,194 | $3M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 137,335 | $3M | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 135,985 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 135,771 | $3M | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 132,667 | $3M | 0.2% | 2026-Q1 |
| SCS Capital Management LLC added | 130,543 | $3M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,744,511 | $39M | 2.3% | 2025-Q4 stale |
| SUMMITRY LLC new | 1,406,269 | $32M | 1.8% | 2025-Q1 stale |
| Obsidian Personal Planning Solutions LLC added | 1,178,521 | $27M | 1.5% | 2025-Q3 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 431,286 | $10M | 0.6% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 322,051 | $7M | 0.4% | 2025-Q4 stale |
| Strategic Blueprint, LLC added | 298,946 | $7M | 0.4% | 2025-Q3 stale |
| MBL Wealth, LLC added | 253,303 | $6M | 0.3% | 2025-Q4 stale |
| Retireful, LLC trimmed | 133,060 | $3M | 0.2% | 2025-Q2 stale |
| 1858 WEALTH MANAGEMENT, LLC added | 130,069 | $3M | 0.2% | 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.