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-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
41 tracked funds added or opened IBTK while 18 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
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 2026-Q1 and 2026-Q2, across 164 tracked filers holding IBTK, 111 increased or opened the position and 57 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 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 5
- NewEdge Advisors, LLC$11M
- Arax Advisory Partners$9M
- Community Financial Services Group, LLC$715K
- Modern Wealth Management, LLC$525K
- Creative Planning$504K
Full exits 10
- CWM, LLC$16M
- THOROUGHBRED FINANCIAL SERVICES, LLC$4M
- Janney Montgomery Scott LLC$4M
- HighTower Advisors, LLC$3M
- BOSTON FAMILY OFFICE LLC$3M
- PARK AVENUE SECURITIES LLC$2M
Largest adds
- BlackRock, Inc.$11M
- HM PAYSON & CO$10M
- MML INVESTORS SERVICES, LLC$7M
- MERCER GLOBAL ADVISORS INC /ADV$4M
- BANK OF AMERICA CORP /DE/$4M
- TITLEIST ASSET MANAGEMENT, LLC$3M
Largest trims
- WELLS FARGO & COMPANY/MN$12M
- RAYMOND JAMES FINANCIAL INC$8M
- MORGAN STANLEY$2M
- CITADEL ADVISORS LLC$978K
- CONFLUENCE INVESTMENT MANAGEMENT LLC$664K
- UBS Group AG$656K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 3,148,800 | $62M | 8.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,861,909 | $56M | 8.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,030,426 | $40M | 5.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,383,189 | $27M | 3.9% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 1,373,804 | $27M | 3.8% | 2026-Q2 |
| BlackRock, Inc. added | 1,352,130 | $26M | 3.8% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,341,750 | $26M | 3.7% | 2026-Q2 |
| HM PAYSON & CO added | 1,203,728 | $24M | 3.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,058,574 | $21M | 3.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 1,010,033 | $20M | 2.8% | 2026-Q2 |
| Journey Advisory Group, LLC added | 902,785 | $18M | 2.5% | 2026-Q2 |
| MKT Advisors LLC added | 712,012 | $14M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 709,148 | $14M | 2.0% | 2026-Q2 |
| Wealth Management Strategies, Inc. added | 686,872 | $13M | 1.9% | 2026-Q2 |
| Denver PWM, LLC trimmed | 684,939 | $13M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 665,373 | $13M | 1.9% | 2026-Q2 |
| Probity Advisors, Inc. added | 601,267 | $12M | 1.7% | 2026-Q2 |
| Legacy Private Trust Co. added | 577,483 | $11M | 1.6% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC added | 554,476 | $11M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 540,886 | $11M | 1.5% | 2026-Q2 |
| BAILARD, INC. trimmed | 536,041 | $10M | 1.5% | 2026-Q2 |
| Waycross Investment Management Co added | 531,033 | $10M | 1.5% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 517,756 | $10M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 496,614 | $10M | 1.4% | 2026-Q2 |
| Krilogy Financial LLC added | 495,545 | $10M | 1.4% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 493,754 | $10M | 1.4% | 2026-Q2 |
| Trust Co added | 490,577 | $10M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 483,015 | $9M | 1.4% | 2026-Q2 |
| Arax Advisory Partners new | 459,994 | $9M | 1.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 454,129 | $9M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 426,449 | $8M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 396,135 | $8M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 356,942 | $7M | 1.0% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 322,898 | $6M | 0.9% | 2026-Q2 |
| REBALANCE, LLC added | 297,499 | $6M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 284,901 | $6M | 0.8% | 2026-Q2 |
| Stockman Wealth Management, Inc. added | 276,786 | $5M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 272,855 | $5M | 0.8% | 2026-Q2 |
| CENTRAL TRUST Co added | 265,398 | $5M | 0.7% | 2026-Q2 |
| Asset Dedication, LLC added | 253,041 | $5M | 0.7% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 234,846 | $5M | 0.7% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 211,769 | $4M | 0.6% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 198,375 | $4M | 0.6% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 197,806 | $4M | 0.6% | 2026-Q2 |
| Parallel Advisors, LLC added | 196,725 | $4M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 190,234 | $4M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 169,590 | $3M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 157,609 | $3M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 125,385 | $2M | 0.4% | 2026-Q2 |
| Hughes Financial Services, LLC trimmed | 110,044 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 109,107 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 105,280 | $2M | 0.3% | 2026-Q2 |
| SIGNATUREFD, LLC added | 103,347 | $2M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 96,566 | $2M | 0.3% | 2026-Q2 |
| Mechanics Bank Trust Department trimmed | 90,500 | $2M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 88,892 | $2M | 0.2% | 2026-Q2 |
| ATWOOD & PALMER INC trimmed | 87,410 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 86,097 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 85,881 | $2M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 79,797 | $2M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 78,858 | $2M | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 69,841 | $1M | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 68,452 | $1M | 0.2% | 2026-Q2 |
| Associated Banc-Corp added | 62,571 | $1M | 0.2% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 60,633 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 60,004 | $1M | 0.2% | 2026-Q2 |
| Apella Capital, LLC added | 59,715 | $1M | 0.2% | 2026-Q2 |
| Old Port Advisors trimmed | 57,705 | $1M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC | 57,517 | $1M | 0.2% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 49,002 | $957K | 0.1% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 43,300 | $854K | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 42,531 | $831K | 0.1% | 2026-Q2 |
| Reliant Wealth Planning | 41,998 | $821K | 0.1% | 2026-Q2 |
| DUNCKER STREETT & CO INC added | 41,789 | $817K | 0.1% | 2026-Q2 |
| Montecito Bank & Trust added | 41,179 | $805K | 0.1% | 2026-Q2 |
| Foundry Financial Group, Inc. added | 40,117 | $784K | 0.1% | 2026-Q2 |
| Community Financial Services Group, LLC new | 36,747 | $715K | 0.1% | 2026-Q2 |
| TABLEAUX LLC trimmed | 35,237 | $689K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 34,881 | $682K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 34,509 | $674K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 33,580 | $656K | 0.1% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 32,663 | $638K | 0.1% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 30,827 | $602K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 29,283 | $572K | 0.1% | 2026-Q2 |
| Heartland Bank & Trust Co added | 29,280 | $572K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 29,078 | $568K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 27,347 | $534K | 0.1% | 2026-Q2 |
| Compass Ion Advisors, LLC | 26,997 | $528K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 26,874 | $525K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 25,783 | $504K | 0.1% | 2026-Q2 |
| Creative Planning new | 25,772 | $504K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 25,622 | $501K | 0.1% | 2026-Q2 |
| Midwest Professional Planners, LTD. added | 25,562 | $499K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 25,095 | $490K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 24,792 | $484K | 0.1% | 2026-Q2 |
| Granite Harbor Advisors, Inc. trimmed | 24,765 | $484K | 0.1% | 2026-Q2 |
| Daybright Advisory Services, Inc. added | 23,949 | $464K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 23,231 | $454K | 0.1% | 2026-Q2 |
| DecisionMap Wealth Management, LLC added | 22,488 | $439K | 0.1% | 2026-Q2 |
| Great Diamond Partners, LLC added | 22,031 | $430K | 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.