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-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 IBTP while 6 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
IBTP’s largest tracked holder by dollar value, Atlantic Union Bankshares Corp, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp 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 2026-Q1 and 2026-Q2, across 60 tracked filers holding IBTP, 46 increased or opened the position and 12 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 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
- Mariner, LLC$1M
- Bell Investment Advisors, Inc$1M
- Arax Advisory Partners$879K
Full exits 4
- HighTower Advisors, LLC$3M
- CWM, LLC$995K
- U.S. Capital Wealth Advisors, LLC$945K
- THOROUGHBRED FINANCIAL SERVICES, LLC$513K
Largest adds
- Atlantic Union Bankshares Corp$10M
- STIFEL FINANCIAL CORP$5M
- BENJAMIN EDWARDS INC$5M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$940K
- D.A. DAVIDSON & CO.$849K
- Accretive Wealth Partners, LLC$767K
Largest trims
- ROYAL BANK OF CANADA$8M
- Atlantic Private Wealth, LLC$282K
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 | 1,849,299 | $47M | 21.1% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 965,101 | $24M | 11.0% | 2026-Q2 |
| SUMMITRY LLC added | 878,535 | $22M | 10.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 784,592 | $20M | 9.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 723,444 | $18M | 8.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 421,822 | $11M | 4.8% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 222,302 | $6M | 2.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 208,648 | $5M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 183,785 | $5M | 2.1% | 2026-Q2 |
| Probity Advisors, Inc. added | 174,395 | $4M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 170,974 | $4M | 2.0% | 2026-Q2 |
| Accretive Wealth Partners, LLC added | 159,662 | $4M | 1.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 148,450 | $4M | 1.7% | 2026-Q2 |
| UBS Group AG added | 134,267 | $3M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 124,529 | $3M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 114,247 | $3M | 1.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 108,728 | $3M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 80,546 | $2M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 58,292 | $1M | 0.7% | 2026-Q2 |
| Mariner, LLC new | 55,149 | $1M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 54,886 | $1M | 0.6% | 2026-Q2 |
| Reliant Wealth Planning | 52,382 | $1M | 0.6% | 2026-Q2 |
| Bell Investment Advisors, Inc new | 51,498 | $1M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 50,182 | $1M | 0.6% | 2026-Q2 |
| Petros Family Wealth, LLC added | 44,648 | $1M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 38,362 | $974K | 0.4% | 2026-Q2 |
| Arax Advisory Partners new | 34,635 | $879K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 31,825 | $808K | 0.4% | 2026-Q2 |
| L2 Asset Management, LLC added | 26,125 | $663K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 23,805 | $604K | 0.3% | 2026-Q2 |
| Krilogy Financial LLC added | 21,275 | $540K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 20,802 | $528K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 20,796 | $528K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,060 | $484K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,941 | $481K | 0.2% | 2026-Q2 |
| Apella Capital, LLC | 14,397 | $362K | 0.2% | 2026-Q2 |
| Single Point Partners, LLC new | 13,044 | $331K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 11,472 | $291K | 0.1% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 10,835 | $275K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 10,790 | $274K | 0.1% | 2026-Q2 |
| Old Mission Investment Co LLC new | 10,405 | $264K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 9,965 | $253K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 9,809 | $249K | 0.1% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 9,123 | $238K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 9,083 | $231K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 8,871 | $225K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 8,551 | $217K | 0.1% | 2026-Q2 |
| Guidance Point Advisors, LLC added | 8,530 | $217K | 0.1% | 2026-Q2 |
| Bellecapital International Ltd. new | 5,579 | $142K | 0.1% | 2026-Q2 |
| CNB Bank added | 5,054 | $128K | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 4,000 | $102K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,295 | $84K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,839 | $72K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,736 | $69K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,638 | $67K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co | 1,387 | $35K | 0.0% | 2026-Q2 |
| Hyposwiss Advisors SA | 1,365 | $35K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC added | 1,195 | $30K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC | 583 | $15K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 204 | $5K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 103,632 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 38,819 | $995K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC added | 36,874 | $945K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 20,034 | $513K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 1,486 | $38K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 268 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Signature Resources Capital Management, LLC new | 107 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 29,553 | $763K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,413 | $708K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Mendota Financial Group, LLC | 2,192 | $57K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 1,971 | $51K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC trimmed | 189,477 | $5M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18,800 | $487K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 15,019 | $389K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Financial Engines Advisors L.L.C. added | 7,967 | $206K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AllSquare Wealth Management LLC added | 2,170 | $56K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GTS SECURITIES LLC trimmed | 8,826 | $227K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Capital Analysts, LLC | 1,838 | $47K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.