Who owns IBTM
Which tracked institutional funds hold IBTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTM 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
23 tracked funds added or opened IBTM 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
IBTM’s largest tracked holder by dollar value, Krilogy Financial LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBTM 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 97 tracked filers holding IBTM, 70 increased or opened the position and 44 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 IBTM 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 2
- NewEdge Advisors, LLC$4M
- Modern Wealth Management, LLC$544K
Full exits 13
- Parcion Private Wealth LLC$20M
- Janney Montgomery Scott LLC$13M
- HighTower Advisors, LLC$6M
- CITADEL ADVISORS LLC$4M
- PARK AVENUE SECURITIES LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- TITLEIST ASSET MANAGEMENT, LLC$8M
- Krilogy Financial LLC$3M
- Probity Advisors, Inc.$3M
- TRUIST FINANCIAL CORP$2M
- Yoder Wealth Management, Inc.$1M
- Atlantic Private Wealth, LLC$1M
Largest trims
- CONFLUENCE INVESTMENT MANAGEMENT LLC$2M
- UBS Group AG$678K
- JANE STREET GROUP, LLC$675K
- LPL Financial LLC$347K
- Cetera Investment Advisers$290K
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 |
|---|---|---|---|---|
| Krilogy Financial LLC added | 2,618,176 | $59M | 16.9% | 2026-Q2 |
| UBS Group AG trimmed | 976,161 | $22M | 6.3% | 2026-Q2 |
| MORGAN STANLEY added | 885,349 | $20M | 5.7% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 735,847 | $17M | 4.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 532,804 | $12M | 3.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 463,113 | $11M | 3.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 449,649 | $10M | 2.9% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 439,395 | $10M | 2.8% | 2026-Q2 |
| Probity Advisors, Inc. added | 434,420 | $10M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 394,282 | $9M | 2.5% | 2026-Q2 |
| Legacy Private Trust Co. added | 376,158 | $9M | 2.4% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 374,409 | $8M | 2.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 362,730 | $8M | 2.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 345,777 | $8M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 328,090 | $7M | 2.1% | 2026-Q2 |
| Atlantic Private Wealth, LLC added | 293,989 | $7M | 1.9% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 220,616 | $5M | 1.4% | 2026-Q2 |
| Asset Dedication, LLC added | 220,155 | $5M | 1.4% | 2026-Q2 |
| Stockman Wealth Management, Inc. added | 218,588 | $5M | 1.4% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 216,814 | $5M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 203,434 | $5M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 183,319 | $4M | 1.2% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 182,878 | $4M | 1.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 177,585 | $4M | 1.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 169,364 | $4M | 1.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 164,188 | $4M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 157,946 | $4M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 121,448 | $3M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 119,249 | $3M | 0.8% | 2026-Q2 |
| CENTRAL TRUST Co added | 118,224 | $3M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 66,535 | $2M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 54,947 | $1M | 0.4% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 53,932 | $1M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 53,019 | $1M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 52,951 | $1M | 0.3% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 49,452 | $1M | 0.3% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 47,922 | $1M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 46,844 | $1M | 0.3% | 2026-Q2 |
| Reliant Wealth Planning | 40,753 | $925K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 35,972 | $816K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 31,918 | $724K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 30,150 | $684K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 29,537 | $670K | 0.2% | 2026-Q2 |
| L2 Asset Management, LLC added | 29,150 | $662K | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 27,226 | $618K | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 26,985 | $612K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC | 26,736 | $607K | 0.2% | 2026-Q2 |
| 4WEALTH ADVISORS, INC. added | 26,386 | $601K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 26,230 | $595K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC new | 23,976 | $544K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 23,189 | $526K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 22,689 | $515K | 0.1% | 2026-Q2 |
| Associated Banc-Corp trimmed | 22,670 | $514K | 0.1% | 2026-Q2 |
| HEADINVEST, LLC trimmed | 20,602 | $468K | 0.1% | 2026-Q2 |
| MOULTON WEALTH MANAGEMENT, INC added | 20,401 | $461K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 17,574 | $399K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC new | 16,695 | $379K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,387 | $372K | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC added | 15,822 | $359K | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 15,477 | $351K | 0.1% | 2026-Q2 |
| Hyposwiss Advisors SA | 15,190 | $345K | 0.1% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 15,121 | $343K | 0.1% | 2026-Q2 |
| Single Point Partners, LLC new | 14,585 | $331K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 14,208 | $322K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,098 | $320K | 0.1% | 2026-Q2 |
| Greater Midwest Financial Group, LLC | 13,476 | $306K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 11,934 | $271K | 0.1% | 2026-Q2 |
| Great Diamond Partners, LLC new | 11,852 | $269K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 11,724 | $266K | 0.1% | 2026-Q2 |
| Strait & Sound Wealth Management LLC added | 11,702 | $266K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 10,223 | $258K | 0.1% | 2026-Q2 |
| Compass Ion Advisors, LLC | 11,200 | $254K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 11,010 | $250K | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 10,923 | $248K | 0.1% | 2026-Q2 |
| Old Mission Investment Co LLC new | 10,485 | $238K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 10,126 | $230K | 0.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10,073 | $229K | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 9,152 | $208K | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 8,082 | $183K | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 6,729 | $153K | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC | 6,653 | $151K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. new | 3,788 | $86K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,689 | $84K | 0.0% | 2026-Q2 |
| CNB Bank added | 3,599 | $82K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,780 | $63K | 0.0% | 2026-Q2 |
| FMR LLC new | 2,750 | $62K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 2,635 | $60K | 0.0% | 2026-Q2 |
| Clearstead Trust, LLC | 1,954 | $44K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,925 | $44K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 1,775 | $40K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,300 | $29K | 0.0% | 2026-Q2 |
| Crews Bank & Trust | 1,100 | $25K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 900 | $20K | 0.0% | 2026-Q2 |
| Bank of New Hampshire | 800 | $18K | 0.0% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC added | 609 | $14K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 555 | $13K | 0.0% | 2026-Q2 |
| NBH Bank new | 249 | $6K | 0.0% | 2026-Q2 |
| Parcion Private Wealth LLC trimmed | 893,909 | $20M | 5.8% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 551,409 | $13M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 279,945 | $6M | 1.8% | 2026-Q1 stale (1 quarter behind) |
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.