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Institutional Ownership · SEC Form 13F

Who owns ISTB (ISTB)


Which tracked institutional funds hold ISTB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISTB 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.

390
Institutional holders
69,042,751
Shares held (tracked funds)

How the tape is positioned

86 tracked funds added or opened ISTB while 51 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

ISTB’s largest tracked holder by dollar value, Acorns Advisers, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ISTB 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 390 tracked filers holding ISTB, 219 increased or opened the position and 151 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 ISTB 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 14

  • Seven Springs Wealth Group, LLC$66M
  • CLEAR WAVE WEALTH MANAGEMENT LLC$20M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$18M
  • EP Wealth Advisors, LLC$13M
  • BECKER CAPITAL MANAGEMENT INC$10M
  • PLANNING DIRECTIONS INC$5M

Full exits 14

  • CAPITAL INSIGHT PARTNERS, LLC$13M
  • MARYLAND CAPITAL ADVISORS INC.$8M
  • Focus Partners Advisor Solutions, LLC$4M
  • Dentgroup LLC$3M
  • GREENBERG FINANCIAL GROUP$2M
  • NewEdge Advisors, LLC$2M

Largest adds

  • CITADEL ADVISORS LLC$18M
  • JONES FINANCIAL COMPANIES LLLP$15M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$10M
  • Acorns Advisers, LLC$10M
  • BARTLETT & CO. WEALTH MANAGEMENT LLC$9M
  • JANE STREET GROUP, LLC$7M

Largest trims

  • SHP Wealth Management$69M
  • TRUST POINT INC.$34M
  • BlackRock, Inc.$31M
  • DORVAL Corp$15M
  • Koss-Olinger Consulting, LLC$13M
  • GOLDMAN SACHS GROUP INC$8M

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).

FundSharesReported value% of valueQuarter
Acorns Advisers, LLC added11,821,596$573M18.3%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added5,415,025$262M8.4%2026-Q1
BlackRock, Inc. trimmed4,932,830$239M7.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,568,895$124M4.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,289,658$111M3.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added1,762,477$85M2.7%2026-Q1
SPINNAKER TRUST trimmed1,380,236$67M2.1%2026-Q1
Seven Springs Wealth Group, LLC added1,356,366$66M2.1%2026-Q1
Mariner, LLC added1,320,761$64M2.0%2026-Q1
Townsend & Associates, Inc added1,205,567$59M1.9%2026-Q1
CAHABA WEALTH MANAGEMENT, INC. added1,128,804$55M1.8%2026-Q1
TRUST POINT INC. trimmed1,092,877$53M1.7%2026-Q1
JPMORGAN CHASE & CO trimmed986,851$48M1.5%2026-Q1
Apella Capital, LLC added948,515$46M1.5%2026-Q1
UBS Group AG trimmed941,355$46M1.5%2026-Q1
MORGAN STANLEY added932,557$45M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed920,694$45M1.4%2026-Q1
LPL Financial LLC added886,118$43M1.4%2026-Q1
MBL Wealth, LLC added834,719$40M1.3%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC added741,304$36M1.1%2026-Q1
AMERIPRISE FINANCIAL INC added729,039$35M1.1%2026-Q1
WELLS FARGO & COMPANY/MN added684,938$33M1.1%2026-Q1
FPC INVESTMENT ADVISORY, INC. added653,483$32M1.0%2026-Q1
Destination Wealth Management added632,675$31M1.0%2026-Q1
Geneos Wealth Management Inc. added581,180$28M0.9%2026-Q1
Courage Miller Partners, LLC added569,876$28M0.9%2026-Q1
Johnson Financial Group, Inc. added559,017$27M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added557,462$27M0.9%2026-Q1
CIM, LLC added551,770$27M0.9%2026-Q1
PITTENGER & ANDERSON INC trimmed541,672$26M0.8%2026-Q1
ROYAL BANK OF CANADA trimmed524,958$25M0.8%2026-Q1
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added478,052$23M0.7%2026-Q1
Beacon Pointe Advisors, LLC added449,530$22M0.7%2026-Q1
Bank of New York Mellon Corp added439,895$21M0.7%2026-Q1
Opal Wealth Advisors, LLC added416,095$20M0.6%2026-Q1
CITADEL ADVISORS LLC added413,258$20M0.6%2026-Q1
CLEAR WAVE WEALTH MANAGEMENT LLC new412,078$20M0.6%2026-Q1
GOLDMAN SACHS GROUP INC trimmed390,435$19M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added371,376$18M0.6%2026-Q1
IRON Financial LLC trimmed330,572$16M0.5%2026-Q1
WEALTH MANAGEMENT RESOURCES, INC. added330,044$16M0.5%2026-Q1
Omega Financial Group, LLC added325,624$16M0.5%2026-Q1
Alexander Randolph Advisory, Inc. added314,851$15M0.5%2026-Q1
Koss-Olinger Consulting, LLC trimmed306,997$15M0.5%2026-Q1
Buttonwood Financial Advisors Inc. added298,194$14M0.5%2026-Q1
Orion Porfolio Solutions, LLC added278,422$13M0.4%2026-Q1
Boyd Wealth Management, LLC added277,861$13M0.4%2026-Q1
Factor Wealth Management LTD added274,123$13M0.4%2026-Q1
EP Wealth Advisors, LLC added266,481$13M0.4%2026-Q1
FIDUCIARY ADVISORS, INC. added253,484$12M0.4%2026-Q1
Abundance Wealth Counselors added246,328$12M0.4%2026-Q1
Wescott Financial Advisory Group, LLC added245,302$12M0.4%2026-Q1
Lakeridge Wealth Management LLC added245,216$12M0.4%2026-Q1
Ballast Financial Advisors LLC added224,625$11M0.3%2026-Q1
Fonville Wealth Management LLC added220,154$11M0.3%2026-Q1
Strategic Financial Partners, Ltd. added214,324$10M0.3%2026-Q1
Crestwood Advisors Group, LLC added201,065$10M0.3%2026-Q1
BECKER CAPITAL MANAGEMENT INC new200,821$10M0.3%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added195,521$9M0.3%2026-Q1
MORRIS FINANCIAL CONCEPTS, INC. added188,922$9M0.3%2026-Q1
OSAIC HOLDINGS, INC. added188,022$9M0.3%2026-Q1
Cetera Investment Advisers added181,760$9M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added181,542$9M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed165,670$8M0.3%2026-Q1
Hoxton Planning & Management, LLC trimmed161,928$8M0.3%2026-Q1
KFA Private Wealth Group, LLC added160,458$8M0.2%2026-Q1
JANE STREET GROUP, LLC added156,944$8M0.2%2026-Q1
Independence Financial Advisors, LLC added156,225$8M0.2%2026-Q1
Creative Planning trimmed147,652$7M0.2%2026-Q1
JGP Wealth Management, LLC added147,178$7M0.2%2026-Q1
Gilbert Capital Group, Inc. trimmed146,576$7M0.2%2026-Q1
CGN Advisors LLC trimmed142,037$7M0.2%2026-Q1
STERLING INVESTMENT ADVISORS LLC /ADV added141,580$7M0.2%2026-Q1
Values First Advisors, Inc. added140,270$7M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed137,647$7M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added134,983$7M0.2%2026-Q1
COREPATH WEALTH PARTNERS LLC added134,589$7M0.2%2026-Q1
NATIXIS ADVISORS, LLC added134,032$6M0.2%2026-Q1
Townsend Financial Planning, LLC added133,175$6M0.2%2026-Q1
Baker Ellis Asset Management LLC trimmed133,165$6M0.2%2026-Q1
Providence First Trust Co130,588$6M0.2%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed126,652$6M0.2%2026-Q1
Equitable Holdings, Inc. added123,872$6M0.2%2026-Q1
Investment Research Partners LLC added124,023$6M0.2%2026-Q1
Wealthspire Advisors, LLC added123,547$6M0.2%2026-Q1
Brio Consultants, LLC trimmed123,219$6M0.2%2026-Q1
Kestra Advisory Services, LLC added118,298$6M0.2%2026-Q1
Cranbrook Wealth Management, LLC trimmed116,120$6M0.2%2026-Q1
SEEDS INVESTOR LLC added113,731$6M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed112,760$5M0.2%2026-Q1
1832 Asset Management L.P. added105,553$5M0.2%2026-Q1
HighTower Advisors, LLC trimmed105,197$5M0.2%2026-Q1
Cannon Financial Strategists, Inc. added102,105$5M0.2%2026-Q1
C M BIDWELL & ASSOCIATES LTD added100,643$5M0.2%2026-Q1
McClarren Financial Advisors, Inc. added95,834$5M0.1%2026-Q1
CAPITAL INSIGHT PARTNERS, LLC trimmed267,939$13M0.4%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed206,145$10M0.3%2025-Q1 stale
MARYLAND CAPITAL ADVISORS INC. trimmed163,051$8M0.3%2025-Q4 stale
Estate Counselors, LLC new104,630$5M0.2%2025-Q2 stale
Eldridge Investment Advisors, Inc. added99,229$5M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership