Who owns IBTL (IBTL)
Which tracked institutional funds hold IBTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTL 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 IBTL is one-sided between 2025-Q4 and 2026-Q1: 33 added or opened and 11 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
IBTL’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IBTL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBTL 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 128 tracked filers holding IBTL, 86 increased or opened the position and 31 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 IBTL 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
- SHELTON WEALTH MANAGEMENT, LLC$10M
- Signature Wealth Management Group$4M
- OneDigital Investment Advisors LLC$4M
- MOULTON WEALTH MANAGEMENT, INC$2M
- SHELTON CAPITAL MANAGEMENT$1M
- JANE STREET GROUP, LLC$645K
Full exits 4
- NewEdge Advisors, LLC$12M
- CITADEL ADVISORS LLC$2M
- Equitable Holdings, Inc.$678K
- FLOW TRADERS U.S. LLC$515K
Largest adds
- TITLEIST ASSET MANAGEMENT, LLC$19M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$15M
- WELLS FARGO & COMPANY/MN$10M
- ENVESTNET ASSET MANAGEMENT INC$9M
- PARK AVENUE SECURITIES LLC$5M
- AMERIPRISE FINANCIAL INC$4M
Largest trims
- TRUE Private Wealth Advisors$2M
- Keeler Thomas Management LLC$2M
- Tower Research Capital LLC (TRC)$1M
- ROYAL BANK OF CANADA$1M
- GOLDMAN SACHS GROUP INC$528K
- FIRST NATIONAL BANK OF OMAHA$446K
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 | 2,958,826 | $60M | 13.5% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 1,862,284 | $38M | 8.5% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 1,202,814 | $25M | 5.5% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 955,082 | $19M | 4.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 857,874 | $17M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 788,860 | $16M | 3.6% | 2026-Q1 |
| MORGAN STANLEY added | 717,089 | $15M | 3.3% | 2026-Q1 |
| Krilogy Financial LLC added | 705,440 | $14M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 652,473 | $13M | 3.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 541,312 | $11M | 2.5% | 2026-Q1 |
| Probity Advisors, Inc. added | 503,140 | $10M | 2.3% | 2026-Q1 |
| SHELTON WEALTH MANAGEMENT, LLC new | 495,824 | $10M | 2.3% | 2026-Q1 |
| Legacy Private Trust Co. added | 428,215 | $9M | 2.0% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 400,392 | $8M | 1.8% | 2026-Q1 |
| Headland Capital, LLC added | 374,930 | $8M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 366,986 | $7M | 1.7% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 363,176 | $7M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 357,981 | $7M | 1.6% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 316,496 | $6M | 1.4% | 2026-Q1 |
| SPRENG CAPITAL MANAGEMENT, INC. added | 305,422 | $6M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 293,263 | $6M | 1.3% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 272,203 | $6M | 1.2% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 252,186 | $5M | 1.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 232,834 | $5M | 1.1% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 223,634 | $5M | 1.0% | 2026-Q1 |
| UBS Group AG added | 210,729 | $4M | 1.0% | 2026-Q1 |
| Asset Dedication, LLC added | 210,507 | $4M | 1.0% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 209,989 | $4M | 1.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 200,701 | $4M | 0.9% | 2026-Q1 |
| Whalen Wealth Management Inc. added | 200,556 | $4M | 0.9% | 2026-Q1 |
| Signature Wealth Management Group new | 181,499 | $4M | 0.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 181,499 | $4M | 0.8% | 2026-Q1 |
| CENTRAL TRUST Co added | 173,481 | $4M | 0.8% | 2026-Q1 |
| Accretive Wealth Partners, LLC trimmed | 165,612 | $3M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 161,562 | $3M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 149,914 | $3M | 0.7% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 123,346 | $3M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 121,290 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 110,412 | $2M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 106,550 | $2M | 0.5% | 2026-Q1 |
| MOULTON WEALTH MANAGEMENT, INC new | 106,671 | $2M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 96,475 | $2M | 0.4% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 86,261 | $2M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 79,801 | $2M | 0.4% | 2026-Q1 |
| Creative Planning added | 78,519 | $2M | 0.4% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 75,884 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 72,236 | $1M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 72,236 | $1M | 0.3% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC added | 65,178 | $1M | 0.3% | 2026-Q1 |
| L2 Asset Management, LLC added | 64,688 | $1M | 0.3% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 63,584 | $1M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 58,402 | $1M | 0.3% | 2026-Q1 |
| SHELTON CAPITAL MANAGEMENT new | 57,921 | $1M | 0.3% | 2026-Q1 |
| CWM, LLC added | 57,684 | $1M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 57,509 | $1M | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 57,444 | $1M | 0.3% | 2026-Q1 |
| Associated Banc-Corp added | 41,154 | $839K | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC added | 37,834 | $772K | 0.2% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 36,310 | $741K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 35,013 | $714K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 34,208 | $698K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 33,759 | $689K | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 33,222 | $678K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 31,599 | $645K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 31,446 | $641K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 31,410 | $641K | 0.1% | 2026-Q1 |
| Montecito Bank & Trust added | 29,601 | $604K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,963 | $570K | 0.1% | 2026-Q1 |
| Compass Ion Advisors, LLC | 26,181 | $534K | 0.1% | 2026-Q1 |
| Atlantic Private Wealth, LLC trimmed | 25,710 | $524K | 0.1% | 2026-Q1 |
| Leo Wealth, LLC added | 24,947 | $509K | 0.1% | 2026-Q1 |
| National Philanthropic Trust | 24,606 | $502K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 23,637 | $482K | 0.1% | 2026-Q1 |
| Old Port Advisors new | 23,321 | $476K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 21,858 | $446K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 20,679 | $422K | 0.1% | 2026-Q1 |
| Granite Harbor Advisors, Inc. new | 20,590 | $420K | 0.1% | 2026-Q1 |
| Summit Wealth Partners, LLC | 20,416 | $416K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 20,019 | $408K | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 19,670 | $401K | 0.1% | 2026-Q1 |
| CGN Advisors LLC added | 18,896 | $385K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 17,925 | $366K | 0.1% | 2026-Q1 |
| Kestra Investment Management, LLC added | 16,966 | $346K | 0.1% | 2026-Q1 |
| Reliant Wealth Planning | 16,898 | $345K | 0.1% | 2026-Q1 |
| DecisionMap Wealth Management, LLC | 16,721 | $341K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 16,636 | $339K | 0.1% | 2026-Q1 |
| STAR Financial Bank trimmed | 16,563 | $338K | 0.1% | 2026-Q1 |
| BIP Wealth, LLC added | 16,105 | $329K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 14,766 | $301K | 0.1% | 2026-Q1 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE trimmed | 14,700 | $300K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 14,590 | $298K | 0.1% | 2026-Q1 |
| Keeler Thomas Management LLC trimmed | 14,221 | $290K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 608,344 | $12M | 2.8% | 2025-Q4 stale |
| COUNTRY CLUB BANK trimmed | 91,829 | $2M | 0.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 78,176 | $2M | 0.4% | 2025-Q4 stale |
| Equitable Holdings, Inc. trimmed | 33,047 | $678K | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC new | 27,650 | $569K | 0.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 25,090 | $515K | 0.1% | 2025-Q4 stale |
| Walleye Partners, LLC new | 21,340 | $438K | 0.1% | 2025-Q4 stale |
| Strategic Blueprint, LLC new | 15,533 | $320K | 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.