Who owns IBTM (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-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 IBTM is one-sided between 2025-Q4 and 2026-Q1: 29 added or opened and 6 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
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 2025-Q4 and 2026-Q1, across 114 tracked filers holding IBTM, 77 increased or opened the position and 24 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 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 6
- Parcion Private Wealth LLC$20M
- ENVESTNET ASSET MANAGEMENT INC$8M
- Cambridge Investment Research Advisors, Inc.$3M
- TITLEIST ASSET MANAGEMENT, LLC$2M
- JANE STREET GROUP, LLC$1M
- LEAVELL INVESTMENT MANAGEMENT, INC.$547K
Full exits 1
- NewEdge Advisors, LLC$4M
Largest adds
- CONFLUENCE INVESTMENT MANAGEMENT LLC$9M
- Probity Advisors, Inc.$4M
- Parallel Advisors, LLC$2M
- CITADEL ADVISORS LLC$2M
- Asset Dedication, LLC$2M
- Janney Montgomery Scott LLC$1M
Largest trims
- Krilogy Financial LLC$6M
- Cetera Investment Advisers$3M
- AMERIPRISE FINANCIAL INC$2M
- Keeler Thomas Management LLC$881K
- FIRST NATIONAL BANK OF OMAHA$405K
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 trimmed | 2,448,313 | $56M | 15.6% | 2026-Q1 |
| UBS Group AG added | 995,710 | $23M | 6.4% | 2026-Q1 |
| Parcion Private Wealth LLC trimmed | 893,909 | $20M | 5.7% | 2026-Q1 |
| MORGAN STANLEY added | 848,984 | $19M | 5.4% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 804,094 | $18M | 5.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 551,409 | $13M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 527,222 | $12M | 3.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 421,783 | $10M | 2.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 373,676 | $9M | 2.4% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 369,187 | $8M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 352,822 | $8M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 351,071 | $8M | 2.2% | 2026-Q1 |
| Legacy Private Trust Co. added | 340,080 | $8M | 2.2% | 2026-Q1 |
| Probity Advisors, Inc. added | 318,937 | $7M | 2.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 304,411 | $7M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 282,765 | $6M | 1.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 279,945 | $6M | 1.8% | 2026-Q1 |
| Atlantic Private Wealth, LLC added | 234,626 | $5M | 1.5% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 200,616 | $5M | 1.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 199,069 | $5M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 192,879 | $4M | 1.2% | 2026-Q1 |
| Asset Dedication, LLC added | 189,016 | $4M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 187,988 | $4M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 182,760 | $4M | 1.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 167,713 | $4M | 1.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 162,870 | $4M | 1.0% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 155,795 | $4M | 1.0% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 155,330 | $4M | 1.0% | 2026-Q1 |
| Accretive Wealth Partners, LLC trimmed | 147,762 | $3M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 145,272 | $3M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 128,214 | $3M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 125,867 | $3M | 0.8% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 108,602 | $2M | 0.7% | 2026-Q1 |
| CENTRAL TRUST Co added | 106,501 | $2M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 96,824 | $2M | 0.6% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC new | 91,668 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 83,535 | $2M | 0.5% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 83,123 | $2M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 78,498 | $2M | 0.5% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 74,679 | $2M | 0.5% | 2026-Q1 |
| CWM, LLC added | 53,034 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 52,373 | $1M | 0.3% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 50,424 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 49,377 | $1M | 0.3% | 2026-Q1 |
| Cushing Capital Partners, LLC added | 47,123 | $1M | 0.3% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 46,652 | $1M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 46,121 | $1M | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors added | 45,704 | $1M | 0.3% | 2026-Q1 |
| Reliant Wealth Planning | 40,753 | $934K | 0.3% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC trimmed | 38,527 | $883K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 35,950 | $824K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 30,940 | $709K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 30,666 | $703K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 29,520 | $677K | 0.2% | 2026-Q1 |
| EVEXIA WEALTH LLC added | 28,263 | $648K | 0.2% | 2026-Q1 |
| L2 Asset Management, LLC added | 27,862 | $639K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 26,736 | $613K | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 26,658 | $611K | 0.2% | 2026-Q1 |
| 4WEALTH ADVISORS, INC. added | 24,325 | $556K | 0.2% | 2026-Q1 |
| Associated Banc-Corp added | 23,943 | $549K | 0.2% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. new | 23,870 | $547K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 22,467 | $515K | 0.1% | 2026-Q1 |
| HEADINVEST, LLC trimmed | 20,779 | $476K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 18,952 | $435K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 18,775 | $431K | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 17,456 | $400K | 0.1% | 2026-Q1 |
| Leo Wealth, LLC added | 17,225 | $395K | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 15,428 | $354K | 0.1% | 2026-Q1 |
| Hyposwiss Advisors SA | 15,190 | $348K | 0.1% | 2026-Q1 |
| Kestra Investment Management, LLC added | 14,974 | $343K | 0.1% | 2026-Q1 |
| Guidance Point Advisors, LLC added | 14,615 | $335K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 14,613 | $335K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,364 | $329K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 13,602 | $312K | 0.1% | 2026-Q1 |
| Greater Midwest Financial Group, LLC trimmed | 13,476 | $309K | 0.1% | 2026-Q1 |
| Keeler Thomas Management LLC trimmed | 12,755 | $292K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 12,054 | $276K | 0.1% | 2026-Q1 |
| MBA Advisors LLC new | 12,030 | $276K | 0.1% | 2026-Q1 |
| MOULTON WEALTH MANAGEMENT, INC new | 11,892 | $272K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 11,464 | $263K | 0.1% | 2026-Q1 |
| Compass Ion Advisors, LLC | 11,200 | $257K | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 10,149 | $233K | 0.1% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 10,073 | $231K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 10,025 | $230K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC new | 9,613 | $220K | 0.1% | 2026-Q1 |
| Strait & Sound Wealth Management LLC new | 9,554 | $219K | 0.1% | 2026-Q1 |
| STAR Financial Bank trimmed | 9,002 | $206K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 8,826 | $202K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC | 8,807 | $202K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 197,519 | $5M | 1.3% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 172,182 | $4M | 1.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 156,274 | $4M | 1.0% | 2025-Q1 stale |
| COUNTRY CLUB BANK trimmed | 73,779 | $2M | 0.5% | 2025-Q3 stale |
| PFG Advisors new | 41,370 | $953K | 0.3% | 2025-Q2 stale |
| Walleye Partners, LLC new | 16,900 | $390K | 0.1% | 2025-Q4 stale |
| SeaCrest Wealth Management, LLC new | 16,677 | $385K | 0.1% | 2025-Q3 stale |
| AllSquare Wealth Management LLC added | 15,673 | $363K | 0.1% | 2025-Q3 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 11,431 | $264K | 0.1% | 2025-Q3 stale |
| REBALANCE, LLC new | 9,694 | $224K | 0.1% | 2025-Q4 stale |
| Equitable Holdings, Inc. new | 9,222 | $213K | 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.