Who owns IBTI (IBTI)
Which tracked institutional funds hold IBTI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTI 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
The tracked-fund tape on IBTI is one-sided between 2025-Q4 and 2026-Q1: 76 added or opened and 16 trimmed or exited — on balance accumulating.
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
IBTI’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes IBTI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBTI 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 250 tracked filers holding IBTI, 176 increased or opened the position and 61 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 IBTI 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 12
- BAILARD, INC.$30M
- Heartwood Wealth Advisors LLC$29M
- OneAscent Financial Services LLC$17M
- OAK FAMILY ADVISORS, LLC$6M
- Collaborative Fund Advisors, LLC$3M
- Cornerstone Planning, LLC$3M
Full exits 4
- NewEdge Advisors, LLC$8M
- Global Retirement Partners, LLC$5M
- Tower Research Capital LLC (TRC)$2M
- Austin Private Wealth, LLC$783K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$26M
- HM PAYSON & CO$10M
- BlackRock, Inc.$9M
- UBS Group AG$9M
- AMERIPRISE FINANCIAL INC$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
Largest trims
- Probity Advisors, Inc.$4M
- Denver PWM, LLC$2M
- MORGAN STANLEY$1M
- Keeler Thomas Management LLC$726K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$669K
- COLTON GROOME FINANCIAL ADVISORS, LLC$531K
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 |
|---|---|---|---|---|
| Focus Partners Wealth added | 3,421,445 | $76M | 5.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,418,717 | $76M | 5.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,039,168 | $68M | 5.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,726,336 | $61M | 4.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,405,511 | $54M | 4.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,947,621 | $43M | 3.3% | 2026-Q1 |
| UBS Group AG added | 1,410,375 | $31M | 2.4% | 2026-Q1 |
| BAILARD, INC. new | 1,361,953 | $30M | 2.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 1,354,916 | $30M | 2.3% | 2026-Q1 |
| Heartwood Wealth Advisors LLC new | 1,291,891 | $29M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,270,377 | $28M | 2.2% | 2026-Q1 |
| Financial Advisory Corp added | 1,234,618 | $28M | 2.1% | 2026-Q1 |
| Asset Advisors Investment Management, LLC added | 1,213,245 | $27M | 2.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,181,634 | $26M | 2.0% | 2026-Q1 |
| HM PAYSON & CO added | 1,047,861 | $23M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 1,040,991 | $23M | 1.8% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 1,013,803 | $23M | 1.7% | 2026-Q1 |
| ATWOOD & PALMER INC added | 943,410 | $21M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 940,676 | $21M | 1.6% | 2026-Q1 |
| Horizon Advisory Services, Inc. added | 901,221 | $20M | 1.5% | 2026-Q1 |
| Journey Advisory Group, LLC added | 870,420 | $19M | 1.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 809,948 | $18M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 802,850 | $18M | 1.4% | 2026-Q1 |
| MKT Advisors LLC added | 802,813 | $18M | 1.4% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 791,726 | $18M | 1.3% | 2026-Q1 |
| OneAscent Financial Services LLC new | 755,760 | $17M | 1.3% | 2026-Q1 |
| CWM, LLC added | 750,303 | $17M | 1.3% | 2026-Q1 |
| MOSELEY INVESTMENT MANAGEMENT INC added | 720,119 | $16M | 1.2% | 2026-Q1 |
| BlackRock, Inc. added | 677,535 | $15M | 1.2% | 2026-Q1 |
| Denver PWM, LLC trimmed | 665,587 | $15M | 1.1% | 2026-Q1 |
| Krilogy Financial LLC added | 598,916 | $13M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 575,054 | $13M | 1.0% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 558,845 | $12M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 554,901 | $12M | 0.9% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 548,089 | $12M | 0.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 546,818 | $12M | 0.9% | 2026-Q1 |
| Scissortail Wealth Management, LLC added | 518,193 | $12M | 0.9% | 2026-Q1 |
| Trust Co added | 508,964 | $11M | 0.9% | 2026-Q1 |
| Wealth Management Strategies, Inc. added | 475,579 | $11M | 0.8% | 2026-Q1 |
| SHELTON WEALTH MANAGEMENT, LLC added | 458,432 | $10M | 0.8% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 417,856 | $9M | 0.7% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC trimmed | 417,173 | $9M | 0.7% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 387,821 | $9M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 385,037 | $9M | 0.7% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 382,400 | $9M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 324,307 | $7M | 0.6% | 2026-Q1 |
| Northstar Group, Inc. added | 323,298 | $7M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 309,673 | $7M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 306,134 | $7M | 0.5% | 2026-Q1 |
| Carmel Capital Partners, LLC added | 291,085 | $6M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 287,213 | $6M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 285,030 | $6M | 0.5% | 2026-Q1 |
| CENTRAL TRUST Co added | 284,536 | $6M | 0.5% | 2026-Q1 |
| OAK FAMILY ADVISORS, LLC new | 274,078 | $6M | 0.5% | 2026-Q1 |
| REBALANCE, LLC added | 268,359 | $6M | 0.5% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 265,984 | $6M | 0.5% | 2026-Q1 |
| Probity Advisors, Inc. trimmed | 257,738 | $6M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 237,958 | $5M | 0.4% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 229,954 | $5M | 0.4% | 2026-Q1 |
| FCA CORP /TX added | 224,296 | $5M | 0.4% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 223,130 | $5M | 0.4% | 2026-Q1 |
| COLTON GROOME FINANCIAL ADVISORS, LLC trimmed | 212,112 | $5M | 0.4% | 2026-Q1 |
| Asset Dedication, LLC added | 208,368 | $5M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 194,701 | $4M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 187,219 | $4M | 0.3% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 178,011 | $4M | 0.3% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 172,974 | $4M | 0.3% | 2026-Q1 |
| Accretive Wealth Partners, LLC added | 162,479 | $4M | 0.3% | 2026-Q1 |
| Portland Global Advisors LLC added | 162,162 | $4M | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 161,277 | $4M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 160,793 | $4M | 0.3% | 2026-Q1 |
| Old Port Advisors added | 153,007 | $3M | 0.3% | 2026-Q1 |
| CHATHAM CAPITAL GROUP, INC. added | 147,965 | $3M | 0.3% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 147,226 | $3M | 0.3% | 2026-Q1 |
| Collaborative Fund Advisors, LLC new | 143,997 | $3M | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 142,903 | $3M | 0.2% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 139,687 | $3M | 0.2% | 2026-Q1 |
| Cornerstone Planning, LLC added | 136,349 | $3M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 135,862 | $3M | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 134,796 | $3M | 0.2% | 2026-Q1 |
| SCS Capital Management LLC added | 131,472 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 130,377 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 127,152 | $3M | 0.2% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 126,709 | $3M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 123,637 | $3M | 0.2% | 2026-Q1 |
| Midwest Professional Planners, LTD. added | 118,833 | $3M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 116,515 | $3M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 115,220 | $3M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 112,721 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 110,381 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 108,326 | $2M | 0.2% | 2026-Q1 |
| Penobscot Investment Management Company, Inc. trimmed | 106,465 | $2M | 0.2% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 106,150 | $2M | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 436,479 | $10M | 0.7% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 335,732 | $8M | 0.6% | 2025-Q4 stale |
| Pineridge Advisors LLC trimmed | 236,634 | $5M | 0.4% | 2025-Q3 stale |
| Strategic Blueprint, LLC added | 236,232 | $5M | 0.4% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 212,267 | $5M | 0.4% | 2025-Q4 stale |
| Retireful, LLC new | 131,807 | $3M | 0.2% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) added | 103,375 | $2M | 0.2% | 2025-Q4 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.