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Institutional Ownership · SEC Form 13F

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.

324
Institutional holders
21,005,410
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added6,962,234$630M28.4%2026-Q1
MORGAN STANLEY added2,440,631$221M9.9%2026-Q1
CITIGROUP INC added1,480,662$134M6.0%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed1,030,000$93M4.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed711,526$64M2.9%2026-Q1
Main Management ETF Advisors, LLC trimmed643,452$58M2.6%2026-Q1
UBS Group AG trimmed588,900$53M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added518,709$47M2.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed472,574$43M1.9%2026-Q1
CITADEL ADVISORS LLC added390,023$35M1.6%2026-Q1
LPL Financial LLC trimmed385,693$35M1.6%2026-Q1
WELLS FARGO & COMPANY/MN added376,773$34M1.5%2026-Q1
Clal Insurance Enterprises Holdings Ltd300,000$27M1.2%2026-Q1
BARCLAYS PLC added257,880$23M1.1%2026-Q1
ROYAL BANK OF CANADA trimmed173,559$16M0.7%2026-Q1
Main Management LLC trimmed165,379$15M0.7%2026-Q1
MILLENNIUM MANAGEMENT LLC added148,683$13M0.6%2026-Q1
JPMORGAN CHASE & CO added148,520$13M0.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed125,191$11M0.5%2026-Q1
Night Squared LP added123,055$11M0.5%2026-Q1
Venture Visionary Partners LLC new109,758$10M0.4%2026-Q1
BANK OF NOVA SCOTIA added95,012$9M0.4%2026-Q1
Strategic Wealth Partners, Ltd. added93,082$8M0.4%2026-Q1
JANE STREET GROUP, LLC trimmed86,979$8M0.4%2026-Q1
Shay Capital LLC added75,000$7M0.3%2026-Q1
W.G. Shaheen & Associates DBA Whitney & Co added70,286$6M0.3%2026-Q1
CAPITAL FUND MANAGEMENT S.A. trimmed68,832$6M0.3%2026-Q1
Nan Shan Life Insurance Co., Ltd. trimmed67,229$6M0.3%2026-Q1
MONTAG A & ASSOCIATES INC added67,117$6M0.3%2026-Q1
Focus Partners Wealth trimmed67,045$6M0.3%2026-Q1
Walleye Capital LLC added66,693$6M0.3%2026-Q1
SeaBridge Investment Advisors LLC added64,120$6M0.3%2026-Q1
TOCQUEVILLE ASSET MANAGEMENT L.P. added63,439$6M0.3%2026-Q1
J. Goldman & Co LP added62,071$6M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added61,797$6M0.3%2026-Q1
Cetera Investment Advisers trimmed61,167$6M0.2%2026-Q1
Squarepoint Ops LLC added60,530$5M0.2%2026-Q1
COTTONWOOD CAPITAL ADVISORS, LLC trimmed56,080$5M0.2%2026-Q1
SummitTX Capital, L.P. added53,378$5M0.2%2026-Q1
FOCUS Wealth Advisors, LLC trimmed52,578$5M0.2%2026-Q1
Alphadyne Asset Management LP51,700$5M0.2%2026-Q1
Mader & Shannon Wealth Management, Inc. added47,168$4M0.2%2026-Q1
K.J. Harrison & Partners Inc47,000$4M0.2%2026-Q1
STIFEL FINANCIAL CORP added45,824$4M0.2%2026-Q1
McGuire Investment Group, LLC added45,758$4M0.2%2026-Q1
Gerber Kawasaki Wealth & Investment Management trimmed44,637$4M0.2%2026-Q1
SIMPLEX TRADING, LLC added43,132$4M0.2%2026-Q1
Janney Montgomery Scott LLC added41,667$4M0.2%2026-Q1
OPPENHEIMER & CO INC added40,252$4M0.2%2026-Q1
Capital Asset Advisory Services LLC trimmed33,789$3M0.2%2026-Q1
WASHINGTON GROWTH STRATEGIES LLC added36,694$3M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added35,134$3M0.1%2026-Q1
SCOTIA CAPITAL INC. added35,125$3M0.1%2026-Q1
ROTHSCHILD INVESTMENT LLC trimmed33,008$3M0.1%2026-Q1
SG Americas Securities, LLC trimmed32,010$3M0.1%2026-Q1
FORTE ASSET MANAGEMENT LLC added31,898$3M0.1%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC added31,330$3M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added29,871$3M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added29,787$3M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed27,671$3M0.1%2026-Q1
M&T Bank Corp added26,765$2M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed26,570$2M0.1%2026-Q1
Cerity Partners LLC added26,411$2M0.1%2026-Q1
Federation des caisses Desjardins du Quebec trimmed24,560$2M0.1%2026-Q1
IMC-Chicago, LLC added23,619$2M0.1%2026-Q1
Kestra Advisory Services, LLC trimmed23,611$2M0.1%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP new22,858$2M0.1%2026-Q1
Prostatis Group LLC trimmed22,626$2M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed21,731$2M0.1%2026-Q1
SCOPUS ASSET MANAGEMENT, L.P. added740,829$79M3.6%2025-Q3 stale
Migdal Insurance & Financial Holdings Ltd.530,000$51M2.3%2025-Q4 stale
MKP Capital Management, L.L.C. added389,800$38M1.7%2025-Q4 stale
Junto Capital Management LP new356,634$34M1.5%2025-Q1 stale
Candlestick Capital Management LP new338,276$32M1.4%2025-Q2 stale
Phoenix Financial Ltd. trimmed223,980$24M1.1%2025-Q3 stale
D. E. Shaw & Co., Inc. added216,841$21M0.9%2025-Q4 stale
River Road Asset Management, LLC new190,071$18M0.8%2025-Q1 stale
Quadrature Capital Ltd added133,362$13M0.6%2025-Q4 stale
CARRONADE CAPITAL MANAGEMENT, LP new243,655$11M0.5%2025-Q1 stale
Passaic Partners LLC trimmed103,176$10M0.4%2025-Q4 stale
Rockport Wealth LLC new92,647$9M0.4%2025-Q4 stale
Point72 Asset Management, L.P. trimmed82,816$9M0.4%2025-Q3 stale
Bulltick Wealth Management, LLC trimmed77,178$8M0.4%2025-Q3 stale
Schonfeld Strategic Advisors LLC added80,282$8M0.3%2025-Q1 stale
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD trimmed74,400$7M0.3%2025-Q2 stale
Trilogy Capital Inc. added61,537$6M0.3%2025-Q4 stale
Lake Hills Wealth Management, LLC added62,214$6M0.3%2025-Q1 stale
Brevan Howard Capital Management LP new53,744$6M0.3%2025-Q3 stale
AVAII WEALTH MANAGEMENT, LLC new44,127$5M0.2%2025-Q3 stale
Well Done, LLC added39,662$4M0.2%2025-Q1 stale
Sender Co & Partners, Inc. added34,625$4M0.2%2025-Q3 stale
AXXCESS WEALTH MANAGEMENT, LLC trimmed36,833$4M0.2%2025-Q4 stale
Proficio Capital Partners LLC added31,755$3M0.2%2025-Q3 stale
Gallo Partners, LP new32,985$3M0.1%2025-Q1 stale
Verition Fund Management LLC added28,337$3M0.1%2025-Q3 stale
Polymer Capital Management (US) LLC added28,500$3M0.1%2025-Q4 stale
Arlington Capital Management, Inc. trimmed27,566$3M0.1%2025-Q1 stale
Otter Creek Advisors, LLC new21,000$2M0.1%2025-Q3 stale
SOL Capital Management CO22,040$2M0.1%2025-Q4 stale
Diversify Advisory Services, LLC new18,929$2M0.1%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.

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