Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

172
Institutional holders
35M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
WELLS FARGO & COMPANY/MN added3,731,730$74M10.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added2,652,137$52M7.5%2026-Q1
BANK OF AMERICA CORP /DE/ added1,833,654$36M5.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,263,025$25M3.6%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added1,236,306$24M3.5%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added1,230,060$24M3.5%2026-Q1
D.A. DAVIDSON & CO. added922,703$18M2.6%2026-Q1
Journey Advisory Group, LLC added851,413$17M2.4%2026-Q1
CWM, LLC added836,477$16M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added811,893$16M2.3%2026-Q1
BlackRock, Inc. added763,514$15M2.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed707,822$14M2.0%2026-Q1
HM PAYSON & CO added702,754$14M2.0%2026-Q1
UBS Group AG added692,566$14M2.0%2026-Q1
Denver PWM, LLC new694,518$14M2.0%2026-Q1
AMERIPRISE FINANCIAL INC added687,426$14M2.0%2026-Q1
MKT Advisors LLC added672,341$13M1.9%2026-Q1
Wealth Management Strategies, Inc. added665,885$13M1.9%2026-Q1
MORGAN STANLEY added598,187$12M1.7%2026-Q1
Probity Advisors, Inc. added548,764$11M1.6%2026-Q1
Legacy Private Trust Co. trimmed545,529$11M1.5%2026-Q1
BAILARD, INC. added539,401$11M1.5%2026-Q1
Waycross Investment Management Co added521,100$10M1.5%2026-Q1
SHELTON WEALTH MANAGEMENT, LLC added515,101$10M1.5%2026-Q1
EIGHT 31 FINANCIAL, LLC trimmed503,072$10M1.4%2026-Q1
ROYAL BANK OF CANADA added500,618$10M1.4%2026-Q1
Trust Co added485,832$10M1.4%2026-Q1
Heartwood Wealth Advisors LLC new485,730$10M1.4%2026-Q1
Krilogy Financial LLC added462,078$9M1.3%2026-Q1
Snowden Capital Advisors LLC added449,180$9M1.3%2026-Q1
LPL Financial LLC added392,095$8M1.1%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed353,634$7M1.0%2026-Q1
Cetera Investment Advisers added318,637$6M0.9%2026-Q1
Stockman Wealth Management, Inc. added265,985$5M0.8%2026-Q1
REBALANCE, LLC added263,421$5M0.7%2026-Q1
CENTRAL TRUST Co trimmed255,658$5M0.7%2026-Q1
Baird Financial Group, Inc. added255,467$5M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added251,225$5M0.7%2026-Q1
Asset Dedication, LLC added229,620$5M0.7%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added218,396$4M0.6%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added204,719$4M0.6%2026-Q1
Janney Montgomery Scott LLC added188,443$4M0.5%2026-Q1
CHATHAM CAPITAL GROUP, INC. added185,995$4M0.5%2026-Q1
Parallel Advisors, LLC added181,965$4M0.5%2026-Q1
HOWLAND CAPITAL MANAGEMENT LLC added175,616$3M0.5%2026-Q1
Accretive Wealth Partners, LLC trimmed171,028$3M0.5%2026-Q1
HighTower Advisors, LLC trimmed155,971$3M0.4%2026-Q1
BOSTON FAMILY OFFICE LLC added142,467$3M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added137,869$3M0.4%2026-Q1
CITADEL ADVISORS LLC added134,892$3M0.4%2026-Q1
Sanctuary Advisors, LLC added127,084$3M0.4%2026-Q1
Atria Investments, Inc added121,463$2M0.3%2026-Q1
PARK AVENUE SECURITIES LLC trimmed119,486$2M0.3%2026-Q1
Hughes Financial Services, LLC added110,062$2M0.3%2026-Q1
Financial Engines Advisors L.L.C. added100,780$2M0.3%2026-Q1
Integrated Wealth Concepts LLC added100,422$2M0.3%2026-Q1
STIFEL FINANCIAL CORP added96,085$2M0.3%2026-Q1
Mechanics Bank Trust Department trimmed93,000$2M0.3%2026-Q1
ATWOOD & PALMER INC trimmed90,295$2M0.3%2026-Q1
Kestra Advisory Services, LLC added85,481$2M0.2%2026-Q1
SIGNATUREFD, LLC added82,879$2M0.2%2026-Q1
Belpointe Asset Management LLC trimmed80,082$2M0.2%2026-Q1
IFP Advisors, Inc trimmed75,810$1M0.2%2026-Q1
FIRST NATIONAL BANK OF OMAHA trimmed64,311$1M0.2%2026-Q1
Allworth Financial LP62,321$1M0.2%2026-Q1
Old Port Advisors trimmed61,833$1M0.2%2026-Q1
Valmark Advisers, Inc. added60,001$1M0.2%2026-Q1
Associated Banc-Corp trimmed59,398$1M0.2%2026-Q1
SCS Capital Management LLC added57,517$1M0.2%2026-Q1
OSAIC HOLDINGS, INC. added54,377$1M0.2%2026-Q1
FF Advisors,LLC trimmed53,279$1M0.2%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added51,394$1M0.1%2026-Q1
U.S. Capital Wealth Advisors, LLC added49,604$978K0.1%2026-Q1
Yoder Wealth Management, Inc. added48,752$961K0.1%2026-Q1
Apella Capital, LLC added43,414$859K0.1%2026-Q1
MV CAPITAL MANAGEMENT, INC.43,300$854K0.1%2026-Q1
Reliant Wealth Planning added41,998$828K0.1%2026-Q1
Keeler Thomas Management LLC trimmed41,514$819K0.1%2026-Q1
Focus Partners Wealth trimmed41,456$818K0.1%2026-Q1
DUNCKER STREETT & CO INC new41,396$816K0.1%2026-Q1
Granite Harbor Advisors, Inc. added41,270$814K0.1%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC added39,203$773K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed38,284$753K0.1%2026-Q1
Foundry Financial Group, Inc. added37,311$736K0.1%2026-Q1
BIP Wealth, LLC trimmed36,363$717K0.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added36,289$716K0.1%2026-Q1
TABLEAUX LLC added35,925$708K0.1%2026-Q1
Cerity Partners LLC added35,287$696K0.1%2026-Q1
Montecito Bank & Trust added35,109$692K0.1%2026-Q1
NewEdge Advisors, LLC added469,189$9M1.3%2025-Q4 stale
Tower Research Capital LLC (TRC) added121,656$2M0.3%2025-Q4 stale
COUNTRY CLUB BANK trimmed96,439$2M0.3%2025-Q3 stale
Private Advisor Group, LLC added87,123$2M0.2%2025-Q3 stale
EVEXIA WEALTH LLC added74,903$1M0.2%2025-Q3 stale
Strategic Blueprint, LLC added60,423$1M0.2%2025-Q3 stale
PFG Advisors new47,524$943K0.1%2025-Q2 stale
FLOW TRADERS U.S. LLC added46,254$918K0.1%2025-Q4 stale
&PARTNERS new43,742$869K0.1%2025-Q3 stale
GOLDMAN SACHS GROUP INC added41,232$818K0.1%2025-Q4 stale
NBC SECURITIES, INC. trimmed40,063$796K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership