Who owns IBUF (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-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
9 tracked funds added or opened IBUF while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, RAYMOND JAMES FINANCIAL INC, 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 gap the other way — the median holder sizes IBUF more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 37 tracked filers holding IBUF, 24 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 IBUF 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
- 3EDGE Asset Management, LP$5M
- JANE STREET GROUP, LLC$1M
Full exits 1
- COMPASS CAPITAL CORP /MA/ /ADV$2M
Largest adds
- Mutual Advisors, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- CreativeOne Wealth, LLC$1M
- Cetera Investment Advisers$1M
- D.B. Root & Company, LLC$365K
- BLVD Private Wealth, LLC$360K
Largest trims
- NewEdge Advisors, LLC$9M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- RAYMOND JAMES FINANCIAL INC$409K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC trimmed | 229,377 | $7M | 11.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 221,802 | $7M | 10.7% | 2026-Q1 |
| D.B. Root & Company, LLC added | 214,139 | $6M | 10.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 174,374 | $5M | 8.4% | 2026-Q1 |
| 3EDGE Asset Management, LP new | 153,944 | $5M | 7.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 116,745 | $3M | 5.6% | 2026-Q1 |
| BLVD Private Wealth, LLC added | 105,099 | $3M | 5.1% | 2026-Q1 |
| Cetera Investment Advisers added | 89,345 | $3M | 4.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 79,237 | $2M | 3.8% | 2026-Q1 |
| OPTIMA CAPITAL LLC trimmed | 73,435 | $2M | 3.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 56,075 | $2M | 2.7% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 47,085 | $1M | 2.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 42,307 | $1M | 2.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 29,727 | $878K | 1.4% | 2026-Q1 |
| Pitti Group Wealth Management, LLC added | 28,068 | $829K | 1.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 24,462 | $722K | 1.2% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. trimmed | 24,012 | $709K | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,727 | $553K | 0.9% | 2026-Q1 |
| AE Wealth Management LLC added | 18,581 | $549K | 0.9% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC trimmed | 17,750 | $524K | 0.9% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC trimmed | 16,819 | $496K | 0.8% | 2026-Q1 |
| Baker Avenue Asset Management, LP new | 14,345 | $423K | 0.7% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 14,260 | $421K | 0.7% | 2026-Q1 |
| Sugar Maple Asset Management, LLC added | 12,120 | $358K | 0.6% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 11,886 | $351K | 0.6% | 2026-Q1 |
| NewEdge Wealth, LLC added | 11,791 | $348K | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 11,717 | $346K | 0.6% | 2026-Q1 |
| NewEdge Advisors, LLC added | 342,981 | $343K | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 9,193 | $274K | 0.4% | 2026-Q1 |
| Summit Wealth Partners, LLC new | 7,146 | $211K | 0.3% | 2026-Q1 |
| Disciplined Investments, LLC | 6,981 | $206K | 0.3% | 2026-Q1 |
| Alaska Wealth Advisors, LLC new | 6,886 | $203K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 4,777 | $141K | 0.2% | 2026-Q1 |
| Blue Trust, Inc. | 3,405 | $101K | 0.2% | 2026-Q1 |
| Caitlin John, LLC trimmed | 758 | $22K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 615 | $18K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 230 | $7K | 0.0% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV new | 67,944 | $2M | 3.3% | 2025-Q4 stale |
| October Effect Ltd added | 46,965 | $1M | 2.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,586 | $793K | 1.3% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC new | 15,000 | $427K | 0.7% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 8,534 | $237K | 0.4% | 2025-Q2 stale |
| JPMORGAN CHASE & CO added | 3,902 | $114K | 0.2% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 568 | $16K | 0.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA new | 5 | — | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 0 | — | 0.0% | 2025-Q1 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.