Who owns IBTO
Which tracked institutional funds hold IBTO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTO 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
16 tracked funds added or opened IBTO while 11 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
IBTO’s largest tracked holder by dollar value, GLOBALT Investments LLC / GA, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBTO 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 77 tracked filers holding IBTO, 51 increased or opened the position and 32 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 IBTO 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 3
- MCF Advisors LLC$2M
- Stockman Wealth Management, Inc.$1M
- JANE STREET GROUP, LLC$925K
Full exits 7
- PFG Private Wealth Management, LLC$13M
- HighTower Advisors, LLC$7M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- Janney Montgomery Scott LLC$2M
- CWM, LLC$850K
- Tower Research Capital LLC (TRC)$626K
Largest adds
- Atlantic Union Bankshares Corp$8M
- Krilogy Financial LLC$2M
- MORGAN STANLEY$1M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Probity Advisors, Inc.$1M
- Accretive Wealth Partners, LLC$761K
Largest trims
- CONFLUENCE INVESTMENT MANAGEMENT LLC$3M
- GLOBALT Investments LLC / GA$2M
- PFG Advisors$2M
- STIFEL FINANCIAL CORP$293K
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 |
|---|---|---|---|---|
| GLOBALT Investments LLC / GA trimmed | 2,365,635 | $57M | 16.4% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 1,813,486 | $44M | 12.5% | 2026-Q2 |
| Krilogy Financial LLC added | 1,206,508 | $29M | 8.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,053,283 | $25M | 7.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 988,431 | $24M | 6.8% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 701,220 | $17M | 4.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 655,024 | $16M | 4.5% | 2026-Q2 |
| Cetera Investment Advisers added | 414,307 | $10M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 357,210 | $9M | 2.5% | 2026-Q2 |
| Headland Capital, LLC added | 335,965 | $8M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 327,219 | $8M | 2.3% | 2026-Q2 |
| Probity Advisors, Inc. added | 243,911 | $6M | 1.7% | 2026-Q2 |
| UBS Group AG added | 179,532 | $4M | 1.2% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 171,564 | $4M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 168,492 | $4M | 1.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 156,446 | $4M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 155,157 | $4M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 134,229 | $3M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 124,670 | $3M | 0.9% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 114,527 | $3M | 0.8% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. trimmed | 97,627 | $2M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO | 97,575 | $2M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 90,891 | $2M | 0.6% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 85,027 | $2M | 0.6% | 2026-Q2 |
| MCF Advisors LLC new | 77,997 | $2M | 0.6% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 69,777 | $2M | 0.5% | 2026-Q2 |
| Stockman Wealth Management, Inc. new | 57,551 | $1M | 0.4% | 2026-Q2 |
| L2 Asset Management, LLC added | 55,364 | $1M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 50,883 | $1M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC | 50,214 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 38,323 | $925K | 0.3% | 2026-Q2 |
| Mechanics Bank Trust Department added | 34,770 | $839K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 30,217 | $729K | 0.2% | 2026-Q2 |
| Reliant Wealth Planning trimmed | 28,589 | $690K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 27,391 | $661K | 0.2% | 2026-Q2 |
| Greater Midwest Financial Group, LLC added | 23,856 | $576K | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 20,977 | $506K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 20,925 | $505K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 19,425 | $469K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 19,058 | $460K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 18,896 | $456K | 0.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18,074 | $436K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 17,826 | $430K | 0.1% | 2026-Q2 |
| JPL Wealth Management, LLC trimmed | 17,074 | $412K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 16,862 | $407K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 16,454 | $397K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 15,733 | $380K | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 15,552 | $375K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 15,219 | $367K | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 14,275 | $344K | 0.1% | 2026-Q2 |
| Single Point Partners, LLC new | 13,718 | $331K | 0.1% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 12,895 | $311K | 0.1% | 2026-Q2 |
| Old Mission Investment Co LLC new | 12,320 | $297K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 10,481 | $253K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 10,418 | $251K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 9,552 | $231K | 0.1% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 8,961 | $216K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC | 8,920 | $215K | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 8,525 | $206K | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 8,420 | $203K | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 7,577 | $183K | 0.1% | 2026-Q2 |
| Asset Dedication, LLC added | 5,117 | $123K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4,952 | $120K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 4,543 | $110K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,662 | $88K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,464 | $84K | 0.0% | 2026-Q2 |
| CNB Bank added | 3,375 | $81K | 0.0% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 3,008 | $73K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co | 1,427 | $34K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,384 | $33K | 0.0% | 2026-Q2 |
| Hyposwiss Advisors SA | 1,120 | $27K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 800 | $19K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 626 | $15K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 484 | $12K | 0.0% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC | 280 | $7K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 245 | $6K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 214 | $5K | 0.0% | 2026-Q2 |
| PFG Private Wealth Management, LLC new | 492,749 | $13M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 267,449 | $7M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 93,580 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 65,380 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 34,832 | $850K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 25,658 | $626K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,188 | $566K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 15,861 | $387K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC added | 11,417 | $278K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Clayton Financial Group LLC trimmed | 2,710 | $66K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NovaPoint Capital, LLC added | 48,824 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 28,851 | $708K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Walleye Partners, LLC new | 8,645 | $212K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ added | 8,025 | $197K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 2,072 | $51K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SYNOVUS FINANCIAL CORP trimmed | 65,061 | $2M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Koesten, Hirschmann & Crabtree, INC. new | 8,140 | $214K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Equitable Holdings, Inc. added | 101,378 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Exchange Capital Management, Inc. | 49,151 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 26,725 | $655K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 23,419 | $574K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 19,336 | $501K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Avantax Planning Partners, Inc. trimmed | 8,184 | $201K | 0.1% | 2025-Q2 stale (4 quarters 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.