Who owns IBTK
Which tracked institutional funds hold IBTK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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
45 tracked funds added or opened IBTK while 17 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
IBTK’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IBTK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBTK 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 172 tracked filers holding IBTK, 117 increased or opened the position and 41 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 IBTK 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 3
- Denver PWM, LLC$14M
- Heartwood Wealth Advisors LLC$10M
- DUNCKER STREETT & CO INC$816K
Full exits 5
- NewEdge Advisors, LLC$9M
- Tower Research Capital LLC (TRC)$2M
- FLOW TRADERS U.S. LLC$918K
- GOLDMAN SACHS GROUP INC$818K
- Walleye Partners, LLC$571K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$25M
- MERCER GLOBAL ADVISORS INC /ADV$16M
- WELLS FARGO & COMPANY/MN$11M
- BlackRock, Inc.$9M
- HM PAYSON & CO$8M
- AMERIPRISE FINANCIAL INC$8M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- Belpointe Asset Management LLC$1M
- MML INVESTORS SERVICES, LLC$899K
- Keeler Thomas Management LLC$831K
- Legacy Private Trust Co.$809K
- FF Advisors,LLC$790K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 3,731,730 | $74M | 10.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,652,137 | $52M | 7.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,833,654 | $36M | 5.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,263,025 | $25M | 3.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,236,306 | $24M | 3.5% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 1,230,060 | $24M | 3.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 922,703 | $18M | 2.6% | 2026-Q1 |
| Journey Advisory Group, LLC added | 851,413 | $17M | 2.4% | 2026-Q1 |
| CWM, LLC added | 836,477 | $16M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 811,893 | $16M | 2.3% | 2026-Q1 |
| BlackRock, Inc. added | 763,514 | $15M | 2.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 707,822 | $14M | 2.0% | 2026-Q1 |
| HM PAYSON & CO added | 702,754 | $14M | 2.0% | 2026-Q1 |
| UBS Group AG added | 692,566 | $14M | 2.0% | 2026-Q1 |
| Denver PWM, LLC new | 694,518 | $14M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 687,426 | $14M | 2.0% | 2026-Q1 |
| MKT Advisors LLC added | 672,341 | $13M | 1.9% | 2026-Q1 |
| Wealth Management Strategies, Inc. added | 665,885 | $13M | 1.9% | 2026-Q1 |
| MORGAN STANLEY added | 598,187 | $12M | 1.7% | 2026-Q1 |
| Probity Advisors, Inc. added | 548,764 | $11M | 1.6% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 545,529 | $11M | 1.5% | 2026-Q1 |
| BAILARD, INC. added | 539,401 | $11M | 1.5% | 2026-Q1 |
| Waycross Investment Management Co added | 521,100 | $10M | 1.5% | 2026-Q1 |
| SHELTON WEALTH MANAGEMENT, LLC added | 515,101 | $10M | 1.5% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC trimmed | 503,072 | $10M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 500,618 | $10M | 1.4% | 2026-Q1 |
| Trust Co added | 485,832 | $10M | 1.4% | 2026-Q1 |
| Heartwood Wealth Advisors LLC new | 485,730 | $10M | 1.4% | 2026-Q1 |
| Krilogy Financial LLC added | 462,078 | $9M | 1.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 449,180 | $9M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 392,095 | $8M | 1.1% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 353,634 | $7M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 318,637 | $6M | 0.9% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 265,985 | $5M | 0.8% | 2026-Q1 |
| REBALANCE, LLC added | 263,421 | $5M | 0.7% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 255,658 | $5M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 255,467 | $5M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 251,225 | $5M | 0.7% | 2026-Q1 |
| Asset Dedication, LLC added | 229,620 | $5M | 0.7% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 218,396 | $4M | 0.6% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 204,719 | $4M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 188,443 | $4M | 0.5% | 2026-Q1 |
| CHATHAM CAPITAL GROUP, INC. added | 185,995 | $4M | 0.5% | 2026-Q1 |
| Parallel Advisors, LLC added | 181,965 | $4M | 0.5% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 175,616 | $3M | 0.5% | 2026-Q1 |
| Accretive Wealth Partners, LLC trimmed | 171,028 | $3M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 155,971 | $3M | 0.4% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 142,467 | $3M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 137,869 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 134,892 | $3M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 127,084 | $3M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 121,463 | $2M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 119,486 | $2M | 0.3% | 2026-Q1 |
| Hughes Financial Services, LLC added | 110,062 | $2M | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 100,780 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 100,422 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 96,085 | $2M | 0.3% | 2026-Q1 |
| Mechanics Bank Trust Department trimmed | 93,000 | $2M | 0.3% | 2026-Q1 |
| ATWOOD & PALMER INC trimmed | 90,295 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 85,481 | $2M | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC added | 82,879 | $2M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 80,082 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 75,810 | $1M | 0.2% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 64,311 | $1M | 0.2% | 2026-Q1 |
| Allworth Financial LP | 62,321 | $1M | 0.2% | 2026-Q1 |
| Old Port Advisors trimmed | 61,833 | $1M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 60,001 | $1M | 0.2% | 2026-Q1 |
| Associated Banc-Corp trimmed | 59,398 | $1M | 0.2% | 2026-Q1 |
| SCS Capital Management LLC added | 57,517 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 54,377 | $1M | 0.2% | 2026-Q1 |
| FF Advisors,LLC trimmed | 53,279 | $1M | 0.2% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 51,394 | $1M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 49,604 | $978K | 0.1% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 48,752 | $961K | 0.1% | 2026-Q1 |
| Apella Capital, LLC added | 43,414 | $859K | 0.1% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. | 43,300 | $854K | 0.1% | 2026-Q1 |
| Reliant Wealth Planning added | 41,998 | $828K | 0.1% | 2026-Q1 |
| Keeler Thomas Management LLC trimmed | 41,514 | $819K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 41,456 | $818K | 0.1% | 2026-Q1 |
| DUNCKER STREETT & CO INC new | 41,396 | $816K | 0.1% | 2026-Q1 |
| Granite Harbor Advisors, Inc. added | 41,270 | $814K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 39,203 | $773K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 38,284 | $753K | 0.1% | 2026-Q1 |
| Foundry Financial Group, Inc. added | 37,311 | $736K | 0.1% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 36,363 | $717K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 36,289 | $716K | 0.1% | 2026-Q1 |
| TABLEAUX LLC added | 35,925 | $708K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 35,287 | $696K | 0.1% | 2026-Q1 |
| Montecito Bank & Trust added | 35,109 | $692K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 469,189 | $9M | 1.3% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) added | 121,656 | $2M | 0.3% | 2025-Q4 stale |
| COUNTRY CLUB BANK trimmed | 96,439 | $2M | 0.3% | 2025-Q3 stale |
| Private Advisor Group, LLC added | 87,123 | $2M | 0.2% | 2025-Q3 stale |
| EVEXIA WEALTH LLC added | 74,903 | $1M | 0.2% | 2025-Q3 stale |
| Strategic Blueprint, LLC added | 60,423 | $1M | 0.2% | 2025-Q3 stale |
| PFG Advisors new | 47,524 | $943K | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 46,254 | $918K | 0.1% | 2025-Q4 stale |
| &PARTNERS new | 43,742 | $869K | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 41,232 | $818K | 0.1% | 2025-Q4 stale |
| NBC SECURITIES, INC. trimmed | 40,063 | $796K | 0.1% | 2025-Q3 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.