Who owns 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-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
27 tracked funds added or opened IBTL 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
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 2026-Q1 and 2026-Q2, across 126 tracked filers holding IBTL, 89 increased or opened the position and 46 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 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 6
- BlackRock, Inc.$26M
- NewEdge Advisors, LLC$14M
- MONECO ADVISORS, LLC$861K
- Community Financial Services Group, LLC$825K
- CITADEL ADVISORS LLC$573K
- Modern Wealth Management, LLC$544K
Full exits 11
- PARK AVENUE SECURITIES LLC$11M
- HighTower Advisors, LLC$7M
- THOROUGHBRED FINANCIAL SERVICES, LLC$4M
- Signature Wealth Management Group$4M
- Janney Montgomery Scott LLC$3M
- BOSTON FAMILY OFFICE LLC$3M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$5M
- BANK OF AMERICA CORP /DE/$2M
- Integrated Wealth Concepts LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Allworth Financial LP$1M
- GOLDMAN SACHS GROUP INC$1M
Largest trims
- WELLS FARGO & COMPANY/MN$9M
- TRUE Private Wealth Advisors$4M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$2M
- MOULTON WEALTH MANAGEMENT, INC$1M
- ROYAL BANK OF CANADA$867K
- Creative Planning$422K
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 | 2,544,060 | $51M | 11.6% | 2026-Q2 |
| TRUE Private Wealth Advisors trimmed | 1,688,677 | $34M | 7.7% | 2026-Q2 |
| BlackRock, Inc. new | 1,307,693 | $26M | 6.0% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,098,504 | $22M | 5.0% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 990,421 | $20M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 913,630 | $18M | 4.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 892,700 | $18M | 4.1% | 2026-Q2 |
| Krilogy Financial LLC added | 753,026 | $15M | 3.4% | 2026-Q2 |
| MORGAN STANLEY added | 730,848 | $15M | 3.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 676,777 | $14M | 3.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 655,984 | $13M | 3.0% | 2026-Q2 |
| Probity Advisors, Inc. added | 558,788 | $11M | 2.6% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC added | 536,805 | $11M | 2.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 484,813 | $10M | 2.2% | 2026-Q2 |
| Legacy Private Trust Co. added | 455,751 | $9M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 445,255 | $9M | 2.0% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 406,659 | $8M | 1.9% | 2026-Q2 |
| Headland Capital, LLC added | 405,441 | $8M | 1.9% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 396,107 | $8M | 1.8% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 337,588 | $7M | 1.5% | 2026-Q2 |
| SPRENG CAPITAL MANAGEMENT, INC. added | 314,831 | $6M | 1.4% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. added | 277,458 | $6M | 1.3% | 2026-Q2 |
| Stockman Wealth Management, Inc. added | 264,766 | $5M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 253,349 | $5M | 1.2% | 2026-Q2 |
| Asset Dedication, LLC added | 242,011 | $5M | 1.1% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 226,174 | $5M | 1.0% | 2026-Q2 |
| UBS Group AG added | 224,307 | $5M | 1.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 215,153 | $4M | 1.0% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 205,085 | $4M | 0.9% | 2026-Q2 |
| Whalen Wealth Management Inc. added | 201,860 | $4M | 0.9% | 2026-Q2 |
| CENTRAL TRUST Co added | 187,041 | $4M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 169,612 | $3M | 0.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 168,327 | $3M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 158,390 | $3M | 0.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 136,028 | $3M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 133,676 | $3M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 127,242 | $3M | 0.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 92,600 | $2M | 0.4% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 86,561 | $2M | 0.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 83,711 | $2M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 82,940 | $2M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 72,236 | $1M | 0.3% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 68,555 | $1M | 0.3% | 2026-Q2 |
| L2 Asset Management, LLC added | 66,158 | $1M | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 61,664 | $1M | 0.3% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 60,869 | $1M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 58,450 | $1M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 58,431 | $1M | 0.3% | 2026-Q2 |
| SIGNATUREFD, LLC added | 57,652 | $1M | 0.3% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT trimmed | 56,771 | $1M | 0.3% | 2026-Q2 |
| MOULTON WEALTH MANAGEMENT, INC trimmed | 49,511 | $995K | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 46,895 | $947K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 45,658 | $922K | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 41,322 | $861K | 0.2% | 2026-Q2 |
| Community Financial Services Group, LLC new | 41,068 | $825K | 0.2% | 2026-Q2 |
| Associated Banc-Corp trimmed | 38,089 | $769K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 36,105 | $729K | 0.2% | 2026-Q2 |
| Montecito Bank & Trust added | 35,531 | $717K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 33,669 | $680K | 0.2% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 33,505 | $676K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 33,344 | $673K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 32,467 | $656K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,626 | $639K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 29,637 | $598K | 0.1% | 2026-Q2 |
| Old Port Advisors added | 28,829 | $582K | 0.1% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 28,638 | $578K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 28,388 | $573K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 26,952 | $544K | 0.1% | 2026-Q2 |
| Compass Ion Advisors, LLC | 26,181 | $529K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 25,406 | $513K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25,373 | $512K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 24,834 | $501K | 0.1% | 2026-Q2 |
| National Philanthropic Trust | 24,606 | $497K | 0.1% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 21,936 | $443K | 0.1% | 2026-Q2 |
| DecisionMap Wealth Management, LLC added | 21,577 | $436K | 0.1% | 2026-Q2 |
| Granite Harbor Advisors, Inc. | 20,590 | $416K | 0.1% | 2026-Q2 |
| Wealth Management Strategies, Inc. new | 19,960 | $403K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 19,803 | $400K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 19,466 | $393K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. new | 18,964 | $383K | 0.1% | 2026-Q2 |
| CGN Advisors LLC added | 18,964 | $383K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 18,633 | $376K | 0.1% | 2026-Q2 |
| Great Diamond Partners, LLC added | 18,419 | $372K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 18,108 | $366K | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC added | 17,917 | $362K | 0.1% | 2026-Q2 |
| Reliant Wealth Planning | 16,898 | $341K | 0.1% | 2026-Q2 |
| Single Point Partners, LLC new | 16,393 | $331K | 0.1% | 2026-Q2 |
| STAR Financial Bank trimmed | 15,860 | $320K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 15,605 | $315K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 14,778 | $298K | 0.1% | 2026-Q2 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 14,700 | $297K | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 14,099 | $285K | 0.1% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 13,815 | $279K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 13,110 | $265K | 0.1% | 2026-Q2 |
| HM PAYSON & CO new | 12,416 | $251K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 11,886 | $240K | 0.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11,327 | $229K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 11,129 | $225K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 11,070 | $224K | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 10,246 | $207K | 0.0% | 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.