Who owns IBTJ (IBTJ)
Which tracked institutional funds hold IBTJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTJ 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 IBTJ is one-sided between 2025-Q4 and 2026-Q1: 62 added or opened and 14 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
IBTJ’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 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes IBTJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBTJ 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 216 tracked filers holding IBTJ, 142 increased or opened the position and 49 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 IBTJ 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 7
- Heartwood Wealth Advisors LLC$10M
- PFG Private Wealth Management, LLC$9M
- DROMS STRAUSS ADVISORS INC /MO/ /ADV$5M
- Cypress Point Wealth Management, LLC$3M
- SUMMITPOINT CAPITAL MANAGEMENT$2M
- Tower Research Capital LLC (TRC)$743K
Full exits 1
- NewEdge Advisors, LLC$9M
Largest adds
- Financial Advisory Corp$33M
- ENVESTNET ASSET MANAGEMENT INC$26M
- AMERIPRISE FINANCIAL INC$17M
- BlackRock, Inc.$9M
- HM PAYSON & CO$8M
- MERCER GLOBAL ADVISORS INC /ADV$8M
Largest trims
- UBS Group AG$3M
- TRUE Private Wealth Advisors$3M
- Keeler Thomas Management LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- FF Advisors,LLC$772K
- MORGAN STANLEY$704K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 3,383,735 | $74M | 7.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,457,909 | $54M | 5.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,336,938 | $51M | 4.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,290,527 | $50M | 4.8% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 1,822,278 | $40M | 3.8% | 2026-Q1 |
| Brookstone Capital Management added | 1,748,132 | $38M | 3.6% | 2026-Q1 |
| Financial Advisory Corp added | 1,571,571 | $34M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,571,533 | $34M | 3.3% | 2026-Q1 |
| Asset Advisors Investment Management, LLC added | 1,238,117 | $27M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,222,479 | $27M | 2.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,197,930 | $26M | 2.5% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 1,040,554 | $23M | 2.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 994,258 | $22M | 2.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 987,258 | $22M | 2.1% | 2026-Q1 |
| ATWOOD & PALMER INC added | 944,974 | $21M | 2.0% | 2026-Q1 |
| UBS Group AG trimmed | 915,521 | $20M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 835,319 | $18M | 1.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 803,097 | $18M | 1.7% | 2026-Q1 |
| Journey Advisory Group, LLC added | 797,733 | $17M | 1.7% | 2026-Q1 |
| HM PAYSON & CO added | 771,542 | $17M | 1.6% | 2026-Q1 |
| CWM, LLC added | 756,665 | $17M | 1.6% | 2026-Q1 |
| BlackRock, Inc. added | 691,063 | $15M | 1.4% | 2026-Q1 |
| Denver PWM, LLC trimmed | 672,520 | $15M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 616,659 | $13M | 1.3% | 2026-Q1 |
| MKT Advisors LLC added | 612,479 | $13M | 1.3% | 2026-Q1 |
| Wealth Management Strategies, Inc. added | 542,615 | $12M | 1.1% | 2026-Q1 |
| Legacy Private Trust Co. added | 537,250 | $12M | 1.1% | 2026-Q1 |
| Krilogy Financial LLC added | 521,117 | $11M | 1.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 517,913 | $11M | 1.1% | 2026-Q1 |
| Probity Advisors, Inc. added | 485,542 | $11M | 1.0% | 2026-Q1 |
| SHELTON WEALTH MANAGEMENT, LLC added | 466,897 | $10M | 1.0% | 2026-Q1 |
| Heartwood Wealth Advisors LLC new | 438,998 | $10M | 0.9% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 436,570 | $10M | 0.9% | 2026-Q1 |
| Waycross Investment Management Co added | 435,914 | $10M | 0.9% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC trimmed | 424,929 | $9M | 0.9% | 2026-Q1 |
| PFG Private Wealth Management, LLC new | 393,879 | $9M | 0.9% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 361,685 | $8M | 0.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 359,420 | $8M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 343,944 | $8M | 0.7% | 2026-Q1 |
| SPRENG CAPITAL MANAGEMENT, INC. added | 323,272 | $7M | 0.7% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 296,824 | $6M | 0.6% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. trimmed | 292,849 | $6M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 288,490 | $6M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 275,211 | $6M | 0.6% | 2026-Q1 |
| CENTRAL TRUST Co added | 262,196 | $6M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 254,141 | $6M | 0.5% | 2026-Q1 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV new | 236,137 | $5M | 0.5% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 247,906 | $5M | 0.5% | 2026-Q1 |
| REBALANCE, LLC trimmed | 246,692 | $5M | 0.5% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 243,010 | $5M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 232,796 | $5M | 0.5% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 222,819 | $5M | 0.5% | 2026-Q1 |
| Asset Dedication, LLC added | 218,511 | $5M | 0.5% | 2026-Q1 |
| Belpointe Asset Management LLC added | 210,479 | $5M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 186,641 | $4M | 0.4% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 184,732 | $4M | 0.4% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 183,271 | $4M | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 175,555 | $4M | 0.4% | 2026-Q1 |
| SIGNATUREFD, LLC added | 166,673 | $4M | 0.3% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 165,256 | $4M | 0.3% | 2026-Q1 |
| Accretive Wealth Partners, LLC added | 165,158 | $4M | 0.3% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 152,336 | $3M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 149,253 | $3M | 0.3% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 148,083 | $3M | 0.3% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. added | 142,758 | $3M | 0.3% | 2026-Q1 |
| Cypress Point Wealth Management, LLC new | 119,718 | $3M | 0.3% | 2026-Q1 |
| Northstar Group, Inc. added | 135,853 | $3M | 0.3% | 2026-Q1 |
| SCS Capital Management LLC added | 134,190 | $3M | 0.3% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 126,510 | $3M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 133,209 | $3M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 131,322 | $3M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 122,536 | $3M | 0.3% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 119,301 | $3M | 0.2% | 2026-Q1 |
| Apella Capital, LLC added | 102,761 | $2M | 0.2% | 2026-Q1 |
| Hughes Financial Services, LLC added | 99,549 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 96,618 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 91,293 | $2M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 88,505 | $2M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 85,513 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 85,313 | $2M | 0.2% | 2026-Q1 |
| Leo Wealth, LLC added | 82,436 | $2M | 0.2% | 2026-Q1 |
| SUMMITPOINT CAPITAL MANAGEMENT new | 80,283 | $2M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 75,979 | $2M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 74,769 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 71,631 | $2M | 0.1% | 2026-Q1 |
| Associated Banc-Corp added | 68,749 | $2M | 0.1% | 2026-Q1 |
| Reliant Wealth Planning added | 60,419 | $1M | 0.1% | 2026-Q1 |
| Foundry Financial Group, Inc. trimmed | 59,167 | $1M | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 58,657 | $1M | 0.1% | 2026-Q1 |
| Midwest Professional Planners, LTD. added | 57,797 | $1M | 0.1% | 2026-Q1 |
| Montecito Bank & Trust trimmed | 56,297 | $1M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 48,653 | $1M | 0.1% | 2026-Q1 |
| FF Advisors,LLC trimmed | 47,308 | $1M | 0.1% | 2026-Q1 |
| Granite Harbor Advisors, Inc. added | 43,727 | $955K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 426,212 | $9M | 0.9% | 2025-Q4 stale |
| Strategic Blueprint, LLC added | 186,646 | $4M | 0.4% | 2025-Q3 stale |
| Estate Counselors, LLC added | 178,276 | $4M | 0.4% | 2025-Q1 stale |
| Whalen Wealth Management Inc. trimmed | 167,517 | $4M | 0.3% | 2025-Q2 stale |
| 1858 WEALTH MANAGEMENT, LLC added | 133,257 | $3M | 0.3% | 2025-Q1 stale |
| LifePlan Financial, LLC added | 113,263 | $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.