Who owns IBUF
Which tracked institutional funds hold IBUF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBUF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
8 tracked funds added or opened IBUF 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
IBUF’s largest tracked holder by dollar value, NewEdge Advisors, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBUF 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 37 tracked filers holding IBUF, 18 increased or opened the position and 22 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 IBUF 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 1
- BFI Wealth Solutions, LLC$1M
Full exits 3
- 3EDGE Asset Management, LP$5M
- OPTIMA CAPITAL LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- NewEdge Advisors, LLC$12M
- CAPTRUST FINANCIAL ADVISORS$3M
- CreativeOne Wealth, LLC$2M
- Cetera Investment Advisers$2M
- D.B. Root & Company, LLC$944K
- BLVD Private Wealth, LLC$525K
Largest trims
- JANE STREET GROUP, LLC$1M
- RAYMOND JAMES FINANCIAL INC$492K
- OSAIC HOLDINGS, INC.$478K
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 |
|---|---|---|---|---|
| NewEdge Advisors, LLC added | 395,134 | $12M | 15.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 247,739 | $8M | 9.5% | 2026-Q2 |
| D.B. Root & Company, LLC added | 230,782 | $7M | 8.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 199,459 | $6M | 7.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 192,800 | $6M | 7.4% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 150,052 | $5M | 5.7% | 2026-Q2 |
| Cetera Investment Advisers added | 134,639 | $4M | 5.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 118,211 | $4M | 4.5% | 2026-Q2 |
| BLVD Private Wealth, LLC added | 115,241 | $4M | 4.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 55,774 | $2M | 2.1% | 2026-Q2 |
| BFI Wealth Solutions, LLC new | 42,169 | $1M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 32,611 | $1M | 1.2% | 2026-Q2 |
| Pitti Group Wealth Management, LLC added | 29,168 | $918K | 1.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 24,142 | $760K | 0.9% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 23,835 | $750K | 0.9% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 19,605 | $620K | 0.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 18,284 | $576K | 0.7% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC trimmed | 16,609 | $523K | 0.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 15,000 | $472K | 0.6% | 2026-Q2 |
| Sugar Maple Asset Management, LLC | 12,120 | $382K | 0.5% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 11,718 | $369K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 10,617 | $334K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,385 | $327K | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 10,000 | $315K | 0.4% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 9,224 | $290K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 9,154 | $288K | 0.3% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 9,132 | $287K | 0.3% | 2026-Q2 |
| LPL Financial LLC new | 9,032 | $284K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,994 | $283K | 0.3% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC new | 7,634 | $240K | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 7,215 | $227K | 0.3% | 2026-Q2 |
| Disciplined Investments, LLC | 6,981 | $220K | 0.3% | 2026-Q2 |
| Alaska Wealth Advisors, LLC | 6,886 | $217K | 0.3% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 3,155 | $99K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,975 | $62K | 0.1% | 2026-Q2 |
| Caitlin John, LLC trimmed | 694 | $22K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 230 | $7K | 0.0% | 2026-Q2 |
| 3EDGE Asset Management, LP new | 153,944 | $5M | 5.5% | 2026-Q1 stale (1 quarter behind) |
| OPTIMA CAPITAL LLC trimmed | 73,435 | $2M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 42,307 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 14,260 | $421K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| MML INVESTORS SERVICES, LLC new | 11,717 | $346K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 4,777 | $141K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 615 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMPASS CAPITAL CORP /MA/ /ADV new | 67,944 | $2M | 2.4% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO added | 3,902 | $114K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 5 | — | 0.0% | 2025-Q4 stale (2 quarters behind) |
| October Effect Ltd added | 46,965 | $1M | 1.6% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 568 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,586 | $793K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 8,534 | $237K | 0.3% | 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.