Who owns IBTP
Which tracked institutional funds hold IBTP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTP company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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 IBTP is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 3 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
IBTP’s largest tracked holder by dollar value, Atlantic Union Bankshares Corp, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBTP 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 55 tracked filers holding IBTP, 34 increased or opened the position and 16 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 IBTP 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 2
- AMERIPRISE FINANCIAL INC$5M
- ENVESTNET ASSET MANAGEMENT INC$3M
Full exits 2
- Tower Research Capital LLC (TRC)$763K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$708K
Largest adds
- CONFLUENCE INVESTMENT MANAGEMENT LLC$5M
- Atlantic Union Bankshares Corp$4M
- UBS Group AG$3M
- ROYAL BANK OF CANADA$2M
- RAYMOND JAMES FINANCIAL INC$1M
- STIFEL FINANCIAL CORP$933K
Largest trims
- Keeler Thomas Management LLC$1M
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 |
|---|---|---|---|---|
| Atlantic Union Bankshares Corp added | 1,430,363 | $37M | 18.6% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 919,178 | $24M | 11.9% | 2026-Q1 |
| SUMMITRY LLC added | 870,800 | $22M | 11.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 566,032 | $15M | 7.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 505,968 | $13M | 6.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 422,541 | $11M | 5.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 384,663 | $10M | 5.0% | 2026-Q1 |
| Atlantic Private Wealth, LLC trimmed | 231,170 | $6M | 3.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 193,461 | $5M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 177,618 | $5M | 2.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 152,953 | $4M | 2.0% | 2026-Q1 |
| Probity Advisors, Inc. added | 146,578 | $4M | 1.9% | 2026-Q1 |
| UBS Group AG added | 132,797 | $3M | 1.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 130,222 | $3M | 1.7% | 2026-Q1 |
| Accretive Wealth Partners, LLC trimmed | 128,199 | $3M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 103,632 | $3M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 99,390 | $3M | 1.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 95,160 | $2M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 74,989 | $2M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 58,251 | $1M | 0.8% | 2026-Q1 |
| Reliant Wealth Planning | 52,382 | $1M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 41,635 | $1M | 0.5% | 2026-Q1 |
| Petros Family Wealth, LLC added | 41,143 | $1M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 40,657 | $1M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 38,819 | $995K | 0.5% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 36,874 | $945K | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 34,470 | $883K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 31,825 | $816K | 0.4% | 2026-Q1 |
| L2 Asset Management, LLC added | 24,972 | $640K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 22,091 | $566K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 22,008 | $564K | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 20,765 | $536K | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 20,034 | $513K | 0.3% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 17,599 | $451K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,652 | $401K | 0.2% | 2026-Q1 |
| Keeler Thomas Management LLC trimmed | 15,478 | $397K | 0.2% | 2026-Q1 |
| Apella Capital, LLC | 14,397 | $371K | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 11,381 | $292K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,350 | $265K | 0.1% | 2026-Q1 |
| DEARBORN PARTNERS LLC added | 9,123 | $238K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC | 8,551 | $219K | 0.1% | 2026-Q1 |
| Guidance Point Advisors, LLC added | 8,278 | $212K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC | 7,840 | $201K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 4,987 | $128K | 0.1% | 2026-Q1 |
| CNB Bank trimmed | 4,810 | $123K | 0.1% | 2026-Q1 |
| Physician Wealth Advisors, Inc. | 4,000 | $103K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,727 | $70K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 1,839 | $47K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,486 | $38K | 0.0% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 1,387 | $36K | 0.0% | 2026-Q1 |
| Hyposwiss Advisors SA | 1,365 | $35K | 0.0% | 2026-Q1 |
| Asset Dedication, LLC | 1,037 | $27K | 0.0% | 2026-Q1 |
| CVA Family Office, LLC | 583 | $15K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 268 | $7K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC new | 107 | $3K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 189,477 | $5M | 2.5% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) trimmed | 29,553 | $763K | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,413 | $708K | 0.4% | 2025-Q4 stale |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18,800 | $487K | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC new | 15,019 | $389K | 0.2% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 8,826 | $227K | 0.1% | 2025-Q2 stale |
| Financial Engines Advisors L.L.C. added | 7,967 | $206K | 0.1% | 2025-Q3 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 4,239 | $109K | 0.1% | 2025-Q1 stale |
| Mendota Financial Group, LLC | 2,192 | $57K | 0.0% | 2025-Q4 stale |
| AllSquare Wealth Management LLC added | 2,170 | $56K | 0.0% | 2025-Q3 stale |
| COMERICA BANK trimmed | 1,971 | $51K | 0.0% | 2025-Q4 stale |
| Capital Analysts, LLC | 1,838 | $47K | 0.0% | 2025-Q2 stale |
| JPMORGAN CHASE & CO new | 264 | $7K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.