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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Acorns Advisers, LLC added | 11,821,596 | $573M | 18.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 5,415,025 | $262M | 8.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,932,830 | $239M | 7.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,568,895 | $124M | 4.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,289,658 | $111M | 3.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,762,477 | $85M | 2.7% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 1,380,236 | $67M | 2.1% | 2026-Q1 |
| Seven Springs Wealth Group, LLC added | 1,356,366 | $66M | 2.1% | 2026-Q1 |
| Mariner, LLC added | 1,320,761 | $64M | 2.0% | 2026-Q1 |
| Townsend & Associates, Inc added | 1,205,567 | $59M | 1.9% | 2026-Q1 |
| CAHABA WEALTH MANAGEMENT, INC. added | 1,128,804 | $55M | 1.8% | 2026-Q1 |
| TRUST POINT INC. trimmed | 1,092,877 | $53M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 986,851 | $48M | 1.5% | 2026-Q1 |
| Apella Capital, LLC added | 948,515 | $46M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 941,355 | $46M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 932,557 | $45M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 920,694 | $45M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 886,118 | $43M | 1.4% | 2026-Q1 |
| MBL Wealth, LLC added | 834,719 | $40M | 1.3% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 741,304 | $36M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 729,039 | $35M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 684,938 | $33M | 1.1% | 2026-Q1 |
| FPC INVESTMENT ADVISORY, INC. added | 653,483 | $32M | 1.0% | 2026-Q1 |
| Destination Wealth Management added | 632,675 | $31M | 1.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 581,180 | $28M | 0.9% | 2026-Q1 |
| Courage Miller Partners, LLC added | 569,876 | $28M | 0.9% | 2026-Q1 |
| Johnson Financial Group, Inc. added | 559,017 | $27M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 557,462 | $27M | 0.9% | 2026-Q1 |
| CIM, LLC added | 551,770 | $27M | 0.9% | 2026-Q1 |
| PITTENGER & ANDERSON INC trimmed | 541,672 | $26M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 524,958 | $25M | 0.8% | 2026-Q1 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added | 478,052 | $23M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 449,530 | $22M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 439,895 | $21M | 0.7% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 416,095 | $20M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 413,258 | $20M | 0.6% | 2026-Q1 |
| CLEAR WAVE WEALTH MANAGEMENT LLC new | 412,078 | $20M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 390,435 | $19M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 371,376 | $18M | 0.6% | 2026-Q1 |
| IRON Financial LLC trimmed | 330,572 | $16M | 0.5% | 2026-Q1 |
| WEALTH MANAGEMENT RESOURCES, INC. added | 330,044 | $16M | 0.5% | 2026-Q1 |
| Omega Financial Group, LLC added | 325,624 | $16M | 0.5% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. added | 314,851 | $15M | 0.5% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 306,997 | $15M | 0.5% | 2026-Q1 |
| Buttonwood Financial Advisors Inc. added | 298,194 | $14M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 278,422 | $13M | 0.4% | 2026-Q1 |
| Boyd Wealth Management, LLC added | 277,861 | $13M | 0.4% | 2026-Q1 |
| Factor Wealth Management LTD added | 274,123 | $13M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 266,481 | $13M | 0.4% | 2026-Q1 |
| FIDUCIARY ADVISORS, INC. added | 253,484 | $12M | 0.4% | 2026-Q1 |
| Abundance Wealth Counselors added | 246,328 | $12M | 0.4% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC added | 245,302 | $12M | 0.4% | 2026-Q1 |
| Lakeridge Wealth Management LLC added | 245,216 | $12M | 0.4% | 2026-Q1 |
| Ballast Financial Advisors LLC added | 224,625 | $11M | 0.3% | 2026-Q1 |
| Fonville Wealth Management LLC added | 220,154 | $11M | 0.3% | 2026-Q1 |
| Strategic Financial Partners, Ltd. added | 214,324 | $10M | 0.3% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 201,065 | $10M | 0.3% | 2026-Q1 |
| BECKER CAPITAL MANAGEMENT INC new | 200,821 | $10M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 195,521 | $9M | 0.3% | 2026-Q1 |
| MORRIS FINANCIAL CONCEPTS, INC. added | 188,922 | $9M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 188,022 | $9M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 181,760 | $9M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 181,542 | $9M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 165,670 | $8M | 0.3% | 2026-Q1 |
| Hoxton Planning & Management, LLC trimmed | 161,928 | $8M | 0.3% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 160,458 | $8M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 156,944 | $8M | 0.2% | 2026-Q1 |
| Independence Financial Advisors, LLC added | 156,225 | $8M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 147,652 | $7M | 0.2% | 2026-Q1 |
| JGP Wealth Management, LLC added | 147,178 | $7M | 0.2% | 2026-Q1 |
| Gilbert Capital Group, Inc. trimmed | 146,576 | $7M | 0.2% | 2026-Q1 |
| CGN Advisors LLC trimmed | 142,037 | $7M | 0.2% | 2026-Q1 |
| STERLING INVESTMENT ADVISORS LLC /ADV added | 141,580 | $7M | 0.2% | 2026-Q1 |
| Values First Advisors, Inc. added | 140,270 | $7M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 137,647 | $7M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 134,983 | $7M | 0.2% | 2026-Q1 |
| COREPATH WEALTH PARTNERS LLC added | 134,589 | $7M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 134,032 | $6M | 0.2% | 2026-Q1 |
| Townsend Financial Planning, LLC added | 133,175 | $6M | 0.2% | 2026-Q1 |
| Baker Ellis Asset Management LLC trimmed | 133,165 | $6M | 0.2% | 2026-Q1 |
| Providence First Trust Co | 130,588 | $6M | 0.2% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 126,652 | $6M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 123,872 | $6M | 0.2% | 2026-Q1 |
| Investment Research Partners LLC added | 124,023 | $6M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 123,547 | $6M | 0.2% | 2026-Q1 |
| Brio Consultants, LLC trimmed | 123,219 | $6M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 118,298 | $6M | 0.2% | 2026-Q1 |
| Cranbrook Wealth Management, LLC trimmed | 116,120 | $6M | 0.2% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 113,731 | $6M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 112,760 | $5M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 105,553 | $5M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 105,197 | $5M | 0.2% | 2026-Q1 |
| Cannon Financial Strategists, Inc. added | 102,105 | $5M | 0.2% | 2026-Q1 |
| C M BIDWELL & ASSOCIATES LTD added | 100,643 | $5M | 0.2% | 2026-Q1 |
| McClarren Financial Advisors, Inc. added | 95,834 | $5M | 0.1% | 2026-Q1 |
| CAPITAL INSIGHT PARTNERS, LLC trimmed | 267,939 | $13M | 0.4% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 206,145 | $10M | 0.3% | 2025-Q1 stale |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 163,051 | $8M | 0.3% | 2025-Q4 stale |
| Estate Counselors, LLC new | 104,630 | $5M | 0.2% | 2025-Q2 stale |
| Eldridge Investment Advisors, Inc. added | 99,229 | $5M | 0.2% | 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.
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.