Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
83 tracked funds added or opened ISTB while 55 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
ISTB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.7pp gap the other way — the median holder sizes ISTB more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 380 tracked filers holding ISTB, 199 increased or opened the position and 174 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 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 13
- Triad Wealth Partners, LLC$125M
- MARYLAND CAPITAL ADVISORS INC.$8M
- Focus Partners Advisor Solutions, LLC$4M
- NewEdge Advisors, LLC$4M
- Sunesis Advisors, LLC$3M
- WIN ADVISORS, INC$1M
Full exits 22
- Acorns Advisers, LLC$573M
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$23M
- CITADEL ADVISORS LLC$20M
- Boyd Wealth Management, LLC$13M
- Cambridge Investment Research Advisors, Inc.$9M
- NATIXIS ADVISORS, LLC$6M
Largest adds
- BlackRock, Inc.$135M
- LJI Wealth Management, LLC$57M
- JONES FINANCIAL COMPANIES LLLP$14M
- Abundance Wealth Counselors$12M
- MORGAN STANLEY$9M
- COMMONWEALTH EQUITY SERVICES, LLC$8M
Largest trims
- Johnson Financial Group, Inc.$19M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$17M
- Koss-Olinger Consulting, LLC$11M
- Seven Springs Wealth Group, LLC$11M
- Strategic Financial Partners, Ltd.$9M
- GOLDMAN SACHS GROUP INC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,755,189 | $374M | 13.0% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 5,549,725 | $268M | 9.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,625,257 | $127M | 4.4% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 2,603,382 | $125M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,421,615 | $117M | 4.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,057,377 | $99M | 3.5% | 2026-Q2 |
| Mariner, LLC added | 1,409,398 | $68M | 2.4% | 2026-Q2 |
| SPINNAKER TRUST trimmed | 1,370,384 | $66M | 2.3% | 2026-Q2 |
| Townsend & Associates, Inc added | 1,240,631 | $60M | 2.1% | 2026-Q2 |
| CAHABA WEALTH MANAGEMENT, INC. added | 1,213,739 | $59M | 2.0% | 2026-Q2 |
| LJI Wealth Management, LLC added | 1,198,694 | $58M | 2.0% | 2026-Q2 |
| Seven Springs Wealth Group, LLC trimmed | 1,144,207 | $55M | 1.9% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 1,124,285 | $54M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,119,504 | $54M | 1.9% | 2026-Q2 |
| TRUST POINT INC. added | 1,096,210 | $53M | 1.8% | 2026-Q2 |
| Apella Capital, LLC added | 1,085,686 | $52M | 1.8% | 2026-Q2 |
| UBS Group AG added | 983,998 | $47M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 967,738 | $47M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 941,481 | $45M | 1.6% | 2026-Q2 |
| MBL Wealth, LLC added | 874,816 | $42M | 1.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 852,550 | $41M | 1.4% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 852,449 | $41M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 711,800 | $34M | 1.2% | 2026-Q2 |
| FPC INVESTMENT ADVISORY, INC. added | 688,511 | $33M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 674,028 | $33M | 1.1% | 2026-Q2 |
| Destination Wealth Management added | 644,170 | $31M | 1.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 612,142 | $30M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 609,935 | $29M | 1.0% | 2026-Q2 |
| Courage Miller Partners, LLC added | 594,284 | $29M | 1.0% | 2026-Q2 |
| CIM, LLC added | 553,486 | $27M | 0.9% | 2026-Q2 |
| PITTENGER & ANDERSON INC added | 552,509 | $27M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 543,043 | $26M | 0.9% | 2026-Q2 |
| Abundance Wealth Counselors added | 506,326 | $24M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 443,088 | $21M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 442,762 | $21M | 0.7% | 2026-Q2 |
| CLEAR WAVE WEALTH MANAGEMENT LLC added | 440,393 | $21M | 0.7% | 2026-Q2 |
| Opal Wealth Advisors, LLC trimmed | 414,929 | $20M | 0.7% | 2026-Q2 |
| Factor Wealth Management LTD added | 407,283 | $20M | 0.7% | 2026-Q2 |
| WEALTH MANAGEMENT RESOURCES, INC. added | 359,263 | $17M | 0.6% | 2026-Q2 |
| Omega Financial Group, LLC added | 343,682 | $17M | 0.6% | 2026-Q2 |
| IRON Financial LLC trimmed | 329,734 | $16M | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 328,255 | $16M | 0.6% | 2026-Q2 |
| Alexander Randolph Advisory, Inc. added | 328,042 | $16M | 0.5% | 2026-Q2 |
| Lakeridge Wealth Management LLC added | 318,545 | $15M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 294,769 | $14M | 0.5% | 2026-Q2 |
| FIDUCIARY ADVISORS, INC. added | 270,975 | $13M | 0.5% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 262,339 | $13M | 0.4% | 2026-Q2 |
| Buttonwood Financial Advisors Inc. trimmed | 261,384 | $13M | 0.4% | 2026-Q2 |
| Ballast Financial Advisors LLC added | 248,050 | $12M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 228,646 | $11M | 0.4% | 2026-Q2 |
| Fonville Wealth Management LLC added | 226,567 | $11M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 221,164 | $11M | 0.4% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 217,189 | $10M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 213,388 | $10M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 210,758 | $10M | 0.4% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC | 200,821 | $10M | 0.3% | 2026-Q2 |
| KFA Private Wealth Group, LLC added | 191,066 | $9M | 0.3% | 2026-Q2 |
| MORRIS FINANCIAL CONCEPTS, INC. trimmed | 185,878 | $9M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 178,541 | $9M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 176,901 | $9M | 0.3% | 2026-Q2 |
| Johnson Financial Group, Inc. trimmed | 165,397 | $8M | 0.3% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 159,137 | $8M | 0.3% | 2026-Q2 |
| Independence Financial Advisors, LLC trimmed | 152,851 | $7M | 0.3% | 2026-Q2 |
| Hoxton Planning & Management, LLC trimmed | 151,828 | $7M | 0.3% | 2026-Q2 |
| JGP Wealth Management, LLC added | 150,065 | $7M | 0.3% | 2026-Q2 |
| Washington Trust Bank added | 146,947 | $7M | 0.2% | 2026-Q2 |
| STERLING INVESTMENT ADVISORS LLC /ADV added | 144,939 | $7M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 143,802 | $7M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 141,607 | $7M | 0.2% | 2026-Q2 |
| COREPATH WEALTH PARTNERS LLC added | 140,922 | $7M | 0.2% | 2026-Q2 |
| Townsend Financial Planning, LLC added | 140,081 | $7M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 132,987 | $6M | 0.2% | 2026-Q2 |
| Gilbert Capital Group, Inc. trimmed | 131,010 | $6M | 0.2% | 2026-Q2 |
| Providence First Trust Co | 130,588 | $6M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 126,121 | $6M | 0.2% | 2026-Q2 |
| CGN Advisors LLC trimmed | 123,897 | $6M | 0.2% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 123,851 | $6M | 0.2% | 2026-Q2 |
| Brio Consultants, LLC added | 123,399 | $6M | 0.2% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 120,890 | $6M | 0.2% | 2026-Q2 |
| AtlasMark Financial, Inc added | 115,402 | $6M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 114,838 | $6M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 112,066 | $5M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 111,009 | $5M | 0.2% | 2026-Q2 |
| eCIO, Inc. added | 107,864 | $5M | 0.2% | 2026-Q2 |
| Cranbrook Wealth Management, LLC trimmed | 107,688 | $5M | 0.2% | 2026-Q2 |
| PLANNING DIRECTIONS INC added | 105,786 | $5M | 0.2% | 2026-Q2 |
| Cannon Financial Strategists, Inc. added | 103,207 | $5M | 0.2% | 2026-Q2 |
| McClarren Financial Advisors, Inc. added | 102,766 | $5M | 0.2% | 2026-Q2 |
| C M BIDWELL & ASSOCIATES LTD added | 101,628 | $5M | 0.2% | 2026-Q2 |
| Lutz Financial Services LLC added | 96,229 | $5M | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 92,558 | $4M | 0.2% | 2026-Q2 |
| BLUESTEM FINANCIAL ADVISORS, LLC trimmed | 92,217 | $4M | 0.2% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 92,160 | $4M | 0.2% | 2026-Q2 |
| PEOPLES BANK /OH added | 88,527 | $4M | 0.1% | 2026-Q2 |
| Koss-Olinger Consulting, LLC trimmed | 87,575 | $4M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 85,185 | $4M | 0.1% | 2026-Q2 |
| BCM ADVISORS, LLC added | 84,993 | $4M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 84,638 | $4M | 0.1% | 2026-Q2 |
| Investment Advisory Group, LLC added | 83,817 | $4M | 0.1% | 2026-Q2 |
| Values First Advisors, Inc. trimmed | 511 | $7M | 0.2% | 2026-Q2 |
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.