Who owns 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-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 IBTI while 31 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
IBTI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 247 tracked filers holding IBTI, 167 increased or opened the position and 75 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 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 7
- Arax Advisory Partners$42M
- NewEdge Advisors, LLC$9M
- Global Retirement Partners, LLC$5M
- Astra Wealth Partners LLC$3M
- PFG Advisors$1M
- NewSquare Capital LLC$1M
Full exits 14
- CWM, LLC$17M
- MOSELEY INVESTMENT MANAGEMENT INC$16M
- Janney Montgomery Scott LLC$6M
- BOSTON FAMILY OFFICE LLC$6M
- THOROUGHBRED FINANCIAL SERVICES, LLC$4M
- Collaborative Fund Advisors, LLC$3M
Largest adds
- Stratos Wealth Advisors, LLC$61M
- Integrated Wealth Concepts LLC$19M
- BlackRock, Inc.$11M
- BANK OF AMERICA CORP /DE/$7M
- BIP Wealth, LLC$6M
- MERCER GLOBAL ADVISORS INC /ADV$5M
Largest trims
- WELLS FARGO & COMPANY/MN$25M
- Steward Partners Investment Advisory, LLC$12M
- ROYAL BANK OF CANADA$9M
- Independent Advisor Alliance$5M
- TITLEIST ASSET MANAGEMENT, LLC$4M
- RAYMOND JAMES FINANCIAL INC$3M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,471,206 | $77M | 5.6% | 2026-Q2 |
| Focus Partners Wealth added | 3,426,968 | $76M | 5.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,057,130 | $68M | 4.9% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 2,769,082 | $61M | 4.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,638,111 | $58M | 4.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,914,158 | $42M | 3.1% | 2026-Q2 |
| Arax Advisory Partners new | 1,889,290 | $42M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,822,459 | $40M | 2.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,679,990 | $37M | 2.7% | 2026-Q2 |
| BAILARD, INC. added | 1,439,724 | $32M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,381,039 | $31M | 2.2% | 2026-Q2 |
| Brookstone Capital Management added | 1,373,314 | $30M | 2.2% | 2026-Q2 |
| Financial Advisory Corp added | 1,347,199 | $30M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,340,234 | $30M | 2.1% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 1,306,170 | $29M | 2.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,264,630 | $28M | 2.0% | 2026-Q2 |
| Asset Advisors Investment Management, LLC added | 1,215,509 | $27M | 1.9% | 2026-Q2 |
| BlackRock, Inc. added | 1,194,096 | $26M | 1.9% | 2026-Q2 |
| HM PAYSON & CO added | 1,184,748 | $26M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 1,110,186 | $25M | 1.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 1,039,854 | $23M | 1.7% | 2026-Q2 |
| ATWOOD & PALMER INC added | 959,379 | $21M | 1.5% | 2026-Q2 |
| Horizon Advisory Services, Inc. added | 922,765 | $20M | 1.5% | 2026-Q2 |
| Journey Advisory Group, LLC added | 878,742 | $19M | 1.4% | 2026-Q2 |
| MKT Advisors LLC added | 841,610 | $19M | 1.3% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 829,783 | $18M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 804,732 | $18M | 1.3% | 2026-Q2 |
| OneAscent Financial Services LLC added | 775,624 | $17M | 1.2% | 2026-Q2 |
| Denver PWM, LLC added | 734,257 | $16M | 1.2% | 2026-Q2 |
| Krilogy Financial LLC added | 642,965 | $14M | 1.0% | 2026-Q2 |
| Legacy Private Trust Co. added | 580,762 | $13M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 557,388 | $12M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 547,014 | $12M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 541,584 | $12M | 0.9% | 2026-Q2 |
| Scissortail Wealth Management, LLC added | 526,299 | $12M | 0.8% | 2026-Q2 |
| Trust Co added | 511,055 | $11M | 0.8% | 2026-Q2 |
| Wealth Management Strategies, Inc. added | 506,332 | $11M | 0.8% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC added | 490,978 | $11M | 0.8% | 2026-Q2 |
| BIP Wealth, LLC added | 488,074 | $11M | 0.8% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 467,062 | $10M | 0.7% | 2026-Q2 |
| Carmel Capital Partners, LLC added | 453,564 | $10M | 0.7% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 428,466 | $9M | 0.7% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 417,856 | $9M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 399,155 | $9M | 0.6% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 398,119 | $9M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 392,340 | $9M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 391,165 | $9M | 0.6% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 378,862 | $8M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 349,431 | $8M | 0.6% | 2026-Q2 |
| Northstar Group, Inc. added | 348,639 | $8M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 313,944 | $7M | 0.5% | 2026-Q2 |
| CENTRAL TRUST Co added | 302,583 | $7M | 0.5% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 300,782 | $7M | 0.5% | 2026-Q2 |
| REBALANCE, LLC added | 297,936 | $7M | 0.5% | 2026-Q2 |
| Old Port Advisors added | 269,246 | $6M | 0.4% | 2026-Q2 |
| Asset Dedication, LLC added | 249,289 | $6M | 0.4% | 2026-Q2 |
| Stockman Wealth Management, Inc. added | 230,063 | $5M | 0.4% | 2026-Q2 |
| FCA CORP /TX added | 228,370 | $5M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 217,581 | $5M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 213,171 | $5M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 210,382 | $5M | 0.3% | 2026-Q2 |
| OAK FAMILY ADVISORS, LLC trimmed | 199,346 | $4M | 0.3% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 198,458 | $4M | 0.3% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 191,149 | $4M | 0.3% | 2026-Q2 |
| COLTON GROOME FINANCIAL ADVISORS, LLC trimmed | 183,617 | $4M | 0.3% | 2026-Q2 |
| SIGNATUREFD, LLC added | 179,960 | $4M | 0.3% | 2026-Q2 |
| Portland Global Advisors LLC added | 175,459 | $4M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 174,270 | $4M | 0.3% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 165,757 | $4M | 0.3% | 2026-Q2 |
| Atlantic Private Wealth, LLC added | 165,243 | $4M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 157,821 | $3M | 0.3% | 2026-Q2 |
| Lantz Financial LLC added | 156,113 | $3M | 0.3% | 2026-Q2 |
| Midwest Professional Planners, LTD. added | 155,906 | $3M | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 154,073 | $3M | 0.2% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 149,365 | $3M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 149,209 | $3M | 0.2% | 2026-Q2 |
| Cornerstone Planning, LLC added | 139,140 | $3M | 0.2% | 2026-Q2 |
| Probity Advisors, Inc. trimmed | 138,205 | $3M | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 137,666 | $3M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 129,890 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 126,255 | $3M | 0.2% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 125,153 | $3M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 121,723 | $3M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 120,644 | $3M | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 119,829 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 114,451 | $3M | 0.2% | 2026-Q2 |
| Astra Wealth Partners LLC new | 113,992 | $3M | 0.2% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. | 106,465 | $2M | 0.2% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC | 106,150 | $2M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 105,712 | $2M | 0.2% | 2026-Q2 |
| Hughes Financial Services, LLC added | 103,191 | $2M | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 96,460 | $2M | 0.2% | 2026-Q2 |
| Reliant Wealth Planning added | 96,139 | $2M | 0.2% | 2026-Q2 |
| Essential Planning, LLC. trimmed | 91,472 | $2M | 0.1% | 2026-Q2 |
| TFR Capital, LLC. trimmed | 89,777 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 88,526 | $2M | 0.1% | 2026-Q2 |
| Associated Banc-Corp added | 87,512 | $2M | 0.1% | 2026-Q2 |
| Montecito Bank & Trust added | 82,195 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 82,059 | $2M | 0.1% | 2026-Q2 |
| Foundry Financial Group, Inc. added | 76,878 | $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.