Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
78 tracked funds added or opened ITB while 44 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
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 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 334 tracked filers holding ITB, 147 increased or opened the position and 172 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 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 24
- MEITAV INVESTMENT HOUSE LTD$111M
- GTS SECURITIES LLC$26M
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$25M
- Greenland Capital Management LP$10M
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$9M
- SCOPUS ASSET MANAGEMENT, L.P.$8M
Full exits 19
- Main Management ETF Advisors, LLC$58M
- Clal Insurance Enterprises Holdings Ltd$27M
- Main Management LLC$15M
- Nan Shan Life Insurance Co., Ltd.$6M
- Walleye Capital LLC$6M
- Cambridge Investment Research Advisors, Inc.$6M
Largest adds
- JPMORGAN CHASE & CO$165M
- BANK OF AMERICA CORP /DE/$88M
- BARCLAYS PLC$26M
- UBS Group AG$21M
- J. Goldman & Co LP$15M
- BNP PARIBAS FINANCIAL MARKETS$15M
Largest trims
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$43M
- CITIGROUP INC$34M
- MORGAN STANLEY$25M
- WELLS FARGO & COMPANY/MN$15M
- MILLENNIUM MANAGEMENT LLC$13M
- RAYMOND JAMES FINANCIAL INC$12M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 6,877,437 | $719M | 33.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,874,777 | $196M | 9.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,715,707 | $178M | 8.3% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 1,061,830 | $111M | 5.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 953,975 | $100M | 4.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 718,465 | $75M | 3.5% | 2026-Q2 |
| UBS Group AG added | 711,238 | $74M | 3.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 550,464 | $58M | 2.7% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 480,000 | $50M | 2.3% | 2026-Q2 |
| BARCLAYS PLC added | 472,069 | $49M | 2.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 425,103 | $44M | 2.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 340,201 | $36M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 332,910 | $35M | 1.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 252,678 | $26M | 1.2% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD new | 243,671 | $25M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 214,144 | $22M | 1.0% | 2026-Q2 |
| J. Goldman & Co LP added | 199,105 | $21M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 183,567 | $19M | 0.9% | 2026-Q2 |
| Night Squared LP added | 180,684 | $19M | 0.9% | 2026-Q2 |
| Venture Visionary Partners LLC added | 110,853 | $12M | 0.5% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 108,288 | $11M | 0.5% | 2026-Q2 |
| Greenland Capital Management LP added | 100,000 | $10M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 96,087 | $10M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 89,297 | $9M | 0.4% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD new | 82,822 | $9M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 80,622 | $8M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 75,071 | $8M | 0.4% | 2026-Q2 |
| SCOPUS ASSET MANAGEMENT, L.P. trimmed | 75,000 | $8M | 0.4% | 2026-Q2 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 71,932 | $8M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 67,321 | $7M | 0.3% | 2026-Q2 |
| K.J. Harrison & Partners Inc added | 67,000 | $7M | 0.3% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 62,654 | $7M | 0.3% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 55,786 | $6M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 53,550 | $6M | 0.3% | 2026-Q2 |
| SummitTX Capital, L.P. trimmed | 53,236 | $6M | 0.3% | 2026-Q2 |
| Alphadyne Asset Management LP added | 52,346 | $5M | 0.3% | 2026-Q2 |
| Mader & Shannon Wealth Management, Inc. added | 48,770 | $5M | 0.2% | 2026-Q2 |
| McGuire Investment Group, LLC added | 46,251 | $5M | 0.2% | 2026-Q2 |
| Twin Tree Management, LP trimmed | 39,147 | $4M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 38,920 | $4M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 37,574 | $4M | 0.2% | 2026-Q2 |
| WASHINGTON GROWTH STRATEGIES LLC | 36,694 | $4M | 0.2% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 36,318 | $4M | 0.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 34,451 | $4M | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 32,033 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 31,674 | $3M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 31,298 | $3M | 0.2% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 30,552 | $3M | 0.1% | 2026-Q2 |
| Game Plan Financial Advisors, LLC added | 29,972 | $3M | 0.1% | 2026-Q2 |
| Provident Co of the Employees of the Hebrew University LTD new | 29,680 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,599 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,368 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 27,483 | $3M | 0.1% | 2026-Q2 |
| WILLIAM JOHN SEMPOLINSKI added | 26,497 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 25,622 | $3M | 0.1% | 2026-Q2 |
| M&T Bank Corp trimmed | 24,447 | $3M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 24,265 | $3M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 23,245 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 23,233 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 22,153 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 21,612 | $2M | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 21,523 | $2M | 0.1% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 21,125 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 20,510 | $2M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 20,355 | $2M | 0.1% | 2026-Q2 |
| Jain Global LLC new | 20,304 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 20,215 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 19,787 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 18,816 | $2M | 0.1% | 2026-Q2 |
| Transcendent Capital Group LLC new | 18,714 | $2M | 0.1% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 18,500 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 17,787 | $2M | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17,544 | $2M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 17,289 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 16,661 | $2M | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT new | 16,473 | $2M | 0.1% | 2026-Q2 |
| FMR LLC added | 16,338 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 16,168 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 15,834 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 15,399 | $2M | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 14,760 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 14,693 | $2M | 0.1% | 2026-Q2 |
| WEXFORD CAPITAL LP new | 14,303 | $1M | 0.1% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP trimmed | 14,222 | $1M | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 13,949 | $1M | 0.1% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 13,094 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 12,962 | $1M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 12,941 | $1M | 0.1% | 2026-Q2 |
| One Wealth Map LLC added | 12,540 | $1M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 12,357 | $1M | 0.1% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 12,000 | $1M | 0.1% | 2026-Q2 |
| Giverny Capital Inc. added | 11,662 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 11,332 | $1M | 0.1% | 2026-Q2 |
| COMMERCE BANK added | 11,271 | $1M | 0.1% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC trimmed | 11,010 | $1M | 0.1% | 2026-Q2 |
| Henson-Edgewater Management, LLC trimmed | 10,980 | $1M | 0.1% | 2026-Q2 |
| Shay Capital LLC trimmed | 10,000 | $1M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 9,930 | $1M | 0.0% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 9,913 | $1M | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 9,891 | $1M | 0.0% | 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.