Who owns ITB (ITB)
Which tracked institutional funds hold ITB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ITB 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
42 tracked funds added or opened ITB while 83 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
ITB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ITB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ITB 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 324 tracked filers holding ITB, 147 increased or opened the position and 191 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 ITB 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 15
- Venture Visionary Partners LLC$10M
- Shay Capital LLC$7M
- SummitTX Capital, L.P.$5M
- TUDOR INVESTMENT CORP ET AL$3M
- FORTE ASSET MANAGEMENT LLC$3M
- IMC-Chicago, LLC$2M
Full exits 29
- Migdal Insurance & Financial Holdings Ltd.$51M
- MKP Capital Management, L.L.C.$38M
- D. E. Shaw & Co., Inc.$21M
- Quadrature Capital Ltd$13M
- Passaic Partners LLC$10M
- Rockport Wealth LLC$9M
Largest adds
- BANK OF AMERICA CORP /DE/$74M
- CITIGROUP INC$54M
- CITADEL ADVISORS LLC$31M
- MORGAN STANLEY$29M
- RAYMOND JAMES FINANCIAL INC$13M
- Walleye Capital LLC$6M
Largest trims
- GOLDMAN SACHS GROUP INC$126M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$71M
- UBS Group AG$71M
- LPL Financial LLC$44M
- BNP PARIBAS FINANCIAL MARKETS$43M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 6,962,234 | $630M | 28.4% | 2026-Q1 |
| MORGAN STANLEY added | 2,440,631 | $221M | 9.9% | 2026-Q1 |
| CITIGROUP INC added | 1,480,662 | $134M | 6.0% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,030,000 | $93M | 4.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 711,526 | $64M | 2.9% | 2026-Q1 |
| Main Management ETF Advisors, LLC trimmed | 643,452 | $58M | 2.6% | 2026-Q1 |
| UBS Group AG trimmed | 588,900 | $53M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 518,709 | $47M | 2.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 472,574 | $43M | 1.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 390,023 | $35M | 1.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 385,693 | $35M | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 376,773 | $34M | 1.5% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd | 300,000 | $27M | 1.2% | 2026-Q1 |
| BARCLAYS PLC added | 257,880 | $23M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 173,559 | $16M | 0.7% | 2026-Q1 |
| Main Management LLC trimmed | 165,379 | $15M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 148,683 | $13M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 148,520 | $13M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 125,191 | $11M | 0.5% | 2026-Q1 |
| Night Squared LP added | 123,055 | $11M | 0.5% | 2026-Q1 |
| Venture Visionary Partners LLC new | 109,758 | $10M | 0.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 95,012 | $9M | 0.4% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 93,082 | $8M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 86,979 | $8M | 0.4% | 2026-Q1 |
| Shay Capital LLC added | 75,000 | $7M | 0.3% | 2026-Q1 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 70,286 | $6M | 0.3% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 68,832 | $6M | 0.3% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. trimmed | 67,229 | $6M | 0.3% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 67,117 | $6M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 67,045 | $6M | 0.3% | 2026-Q1 |
| Walleye Capital LLC added | 66,693 | $6M | 0.3% | 2026-Q1 |
| SeaBridge Investment Advisors LLC added | 64,120 | $6M | 0.3% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 63,439 | $6M | 0.3% | 2026-Q1 |
| J. Goldman & Co LP added | 62,071 | $6M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 61,797 | $6M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 61,167 | $6M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 60,530 | $5M | 0.2% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 56,080 | $5M | 0.2% | 2026-Q1 |
| SummitTX Capital, L.P. added | 53,378 | $5M | 0.2% | 2026-Q1 |
| FOCUS Wealth Advisors, LLC trimmed | 52,578 | $5M | 0.2% | 2026-Q1 |
| Alphadyne Asset Management LP | 51,700 | $5M | 0.2% | 2026-Q1 |
| Mader & Shannon Wealth Management, Inc. added | 47,168 | $4M | 0.2% | 2026-Q1 |
| K.J. Harrison & Partners Inc | 47,000 | $4M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 45,824 | $4M | 0.2% | 2026-Q1 |
| McGuire Investment Group, LLC added | 45,758 | $4M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 44,637 | $4M | 0.2% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 43,132 | $4M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 41,667 | $4M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 40,252 | $4M | 0.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 33,789 | $3M | 0.2% | 2026-Q1 |
| WASHINGTON GROWTH STRATEGIES LLC added | 36,694 | $3M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 35,134 | $3M | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 35,125 | $3M | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC trimmed | 33,008 | $3M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 32,010 | $3M | 0.1% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC added | 31,898 | $3M | 0.1% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 31,330 | $3M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 29,871 | $3M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 29,787 | $3M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 27,671 | $3M | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 26,765 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,570 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 26,411 | $2M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 24,560 | $2M | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 23,619 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 23,611 | $2M | 0.1% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP new | 22,858 | $2M | 0.1% | 2026-Q1 |
| Prostatis Group LLC trimmed | 22,626 | $2M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 21,731 | $2M | 0.1% | 2026-Q1 |
| SCOPUS ASSET MANAGEMENT, L.P. added | 740,829 | $79M | 3.6% | 2025-Q3 stale |
| Migdal Insurance & Financial Holdings Ltd. | 530,000 | $51M | 2.3% | 2025-Q4 stale |
| MKP Capital Management, L.L.C. added | 389,800 | $38M | 1.7% | 2025-Q4 stale |
| Junto Capital Management LP new | 356,634 | $34M | 1.5% | 2025-Q1 stale |
| Candlestick Capital Management LP new | 338,276 | $32M | 1.4% | 2025-Q2 stale |
| Phoenix Financial Ltd. trimmed | 223,980 | $24M | 1.1% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 216,841 | $21M | 0.9% | 2025-Q4 stale |
| River Road Asset Management, LLC new | 190,071 | $18M | 0.8% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 133,362 | $13M | 0.6% | 2025-Q4 stale |
| CARRONADE CAPITAL MANAGEMENT, LP new | 243,655 | $11M | 0.5% | 2025-Q1 stale |
| Passaic Partners LLC trimmed | 103,176 | $10M | 0.4% | 2025-Q4 stale |
| Rockport Wealth LLC new | 92,647 | $9M | 0.4% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 82,816 | $9M | 0.4% | 2025-Q3 stale |
| Bulltick Wealth Management, LLC trimmed | 77,178 | $8M | 0.4% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC added | 80,282 | $8M | 0.3% | 2025-Q1 stale |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD trimmed | 74,400 | $7M | 0.3% | 2025-Q2 stale |
| Trilogy Capital Inc. added | 61,537 | $6M | 0.3% | 2025-Q4 stale |
| Lake Hills Wealth Management, LLC added | 62,214 | $6M | 0.3% | 2025-Q1 stale |
| Brevan Howard Capital Management LP new | 53,744 | $6M | 0.3% | 2025-Q3 stale |
| AVAII WEALTH MANAGEMENT, LLC new | 44,127 | $5M | 0.2% | 2025-Q3 stale |
| Well Done, LLC added | 39,662 | $4M | 0.2% | 2025-Q1 stale |
| Sender Co & Partners, Inc. added | 34,625 | $4M | 0.2% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 36,833 | $4M | 0.2% | 2025-Q4 stale |
| Proficio Capital Partners LLC added | 31,755 | $3M | 0.2% | 2025-Q3 stale |
| Gallo Partners, LP new | 32,985 | $3M | 0.1% | 2025-Q1 stale |
| Verition Fund Management LLC added | 28,337 | $3M | 0.1% | 2025-Q3 stale |
| Polymer Capital Management (US) LLC added | 28,500 | $3M | 0.1% | 2025-Q4 stale |
| Arlington Capital Management, Inc. trimmed | 27,566 | $3M | 0.1% | 2025-Q1 stale |
| Otter Creek Advisors, LLC new | 21,000 | $2M | 0.1% | 2025-Q3 stale |
| SOL Capital Management CO | 22,040 | $2M | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC new | 18,929 | $2M | 0.1% | 2025-Q4 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.