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Institutional ownership· 13F filers holding IBDX · 2026-Q1 methodology → sources →

220 holders

% of shares outstanding held

—

Shares held (13F)

50,277,259

Reporting holders

220

Top holders

largest 100 of 220 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Aptus Capital Advisors, LLC	6,342,8986.3M	$160M	—	—
2	Capital Investment Advisors, LLC	3,330,1753.3M	$84M	—	ADD 5%
3	MORGAN STANLEY	2,909,0422.9M	$74M	—	ADD 12%
4	WELLS FARGO & COMPANY/MN	2,815,3352.8M	$71M	—	TRIM -7%
5	CAPITAL ADVISORS INC/OK	2,790,7162.8M	$71M	—	ADD 5%
6	BANK OF AMERICA CORP /DE/	2,442,5062.4M	$62M	—	ADD 5%
7	Summit Financial, LLC	1,584,5741.6M	$40M	—	ADD 4%
8	SIGMA INVESTMENT COUNSELORS INC	1,511,6401.5M	$38M	—	ADD 4%
9	UBS Group AG	1,170,8801.2M	$30M	—	ADD 21%
10	Klingman & Associates, LLC	1,081,5541.1M	$27M	—	ADD 22%
11	Seven Springs Wealth Group, LLC	1,061,5501.1M	$27M	—	ADD 3%
12	ROYAL BANK OF CANADA	1,017,6491.0M	$26M	—	ADD 3%
13	AMERIPRISE FINANCIAL INC	1,009,2421.0M	$26M	—	TRIM -43%
14	Sound View Wealth Advisors Group, LLC	905,660905,660	$23M	—	ADD 6%
15	US BANCORP \DE\	868,522868,522	$22M	—	ADD 13%
16	HighTower Advisors, LLC	854,043854,043	$22M	—	ADD 2%
17	Advisors Capital Management, LLC	840,219840,219	$21M	—	ADD 165%
18	MV CAPITAL MANAGEMENT, INC.	773,344773,344	$20M	—	TRIM -7%
19	COWA, LLC	729,002729,002	$18M	—	ADD 28%
20	RAYMOND JAMES FINANCIAL INC	725,258725,258	$18M	—	ADD 21%
21	Arrow Financial Corp	614,512614,512	$16M	—	ADD 3%
22	PFG Private Wealth Management, LLC	549,790549,790	$14M	—	ADD 11%
23	MB, LEVIS & ASSOCIATES, LLC	521,224521,224	$13M	—	—
24	Rockefeller Capital Management L.P.	519,723519,723	$13M	—	—
25	COMMONWEALTH EQUITY SERVICES, LLC	510,121510,121	$13M	—	TRIM -11%
26	LPL Financial LLC	509,925509,925	$13M	—	ADD 39%
27	Parkway Wealth Management Group, LLC	397,851397,851	$10M	—	ADD 10%
28	Janney Montgomery Scott LLC	396,703396,703	$10M	—	ADD 7%
29	Ironwood Financial, llc	379,700379,700	$10M	—	ADD 7%
30	Cornerstone Planning, LLC	370,140370,140	$9M	—	NEW
31	Atlantic Union Bankshares Corp	348,200348,200	$9M	—	ADD 10%
32	Guidance Point Advisors, LLC	315,676315,676	$8M	—	ADD 4%
33	Probity Advisors, Inc.	304,095304,095	$8M	—	ADD 112%
34	Snowden Capital Advisors LLC	293,424293,424	$7M	—	ADD 2%
35	LYELL WEALTH MANAGEMENT, LP	264,515264,515	$7M	—	—
36	MCF Advisors LLC	254,984254,984	$6M	—	ADD 139%
37	Parallel Advisors, LLC	244,230244,230	$6M	—	—
38	Lido Advisors, LLC	241,095241,095	$6M	—	ADD 37%
39	HANCOCK WHITNEY CORP	239,660239,660	$6M	—	ADD 8%
40	Krilogy Financial LLC	220,939220,939	$6M	—	—
41	Marathon Mission, Inc.	216,708216,708	$5M	—	ADD 5%
42	4Thought Financial Group Inc.	205,076205,076	$5M	—	—
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	186,427186,427	$5M	—	NEW
44	HOWLAND CAPITAL MANAGEMENT LLC	185,999185,999	$5M	—	ADD 111%
45	ENVESTNET ASSET MANAGEMENT INC	182,445182,445	$5M	—	ADD 81%
46	KINTRA WEALTH, LLC	178,356178,356	$5M	—	ADD 133%
47	BENJAMIN EDWARDS INC	177,791177,791	$4M	—	—
48	OneDigital Investment Advisors LLC	171,018171,018	$4M	—	ADD 3%
49	Signature Wealth Management Group	169,983169,983	$4M	—	ADD 3%
50	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	168,665168,665	$4M	—	ADD 117%
51	RWA WEALTH PARTNERS, LLC	163,459163,459	$4M	—	TRIM -2%
52	Praetorian Wealth Management, Inc.	158,990158,990	$4M	—	ADD 84%
53	CWM, LLC	152,895152,895	$4M	—	ADD 12%
54	NEUBERGER BERMAN GROUP LLC	141,341141,341	$4M	—	—
55	Glenview Trust Co	141,063141,063	$4M	—	ADD 51%
56	Evergreen Private Wealth LLC	137,864137,864	$3M	—	—
57	PRECEDENT WEALTH PARTNERS, LLC	137,642137,642	$3M	—	ADD 3%
58	Peloton Wealth Strategists	133,500133,500	$3M	—	ADD 41%
59	ADIRONDACK TRUST CO	130,102130,102	$3M	—	ADD 64%
60	Paradigm, Strategies in Wealth Management, LLC	120,584120,584	$3M	—	TRIM -6%
61	Kestra Advisory Services, LLC	119,824119,824	$3M	—	ADD 68%
62	Seneca House Advisors	118,994118,994	$3M	—	TRIM -59%
63	MERCER GLOBAL ADVISORS INC /ADV	118,338118,338	$3M	—	ADD 25%
64	Arcataur Capital Management LLC	104,125104,125	$3M	—	ADD 42%
65	Houlihan Financial Resource Group, Ltd.	104,050104,050	$3M	—	ADD 57%
66	GOLDMAN SACHS GROUP INC	95,71895,718	$2M	—	NEW
67	Stonebrook Private Inc.	94,97794,977	$2M	—	ADD 4%
68	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	91,03391,033	$2M	—	ADD 61%
69	Segment Wealth Management, LLC	87,23587,235	$2M	—	ADD 32%
70	Rossmore Private Capital	86,95786,957	$2M	—	ADD 8%
71	Archford Capital Strategies, LLC	85,06385,063	$2M	—	—
72	ABSOLUTE CAPITAL MANAGEMENT, LLC	84,83584,835	$2M	—	TRIM -5%
73	IFP Advisors, Inc	82,80382,803	$2M	—	ADD 9%
74	CENTRAL TRUST Co	81,58681,586	$2M	—	ADD 107%
75	First National Trust Co	78,86978,869	$2M	—	ADD 83%
76	FULTON BREAKEFIELD BROENNIMAN LLC	78,49078,490	$2M	—	ADD 13%
77	Mariner, LLC	78,36378,363	$2M	—	—
78	WRAPMANAGER INC	76,26576,265	$2M	—	ADD 2%
79	Centric Wealth Management	76,61876,618	$2M	—	ADD 6%
80	Winthrop Partners - WNY, LLC	75,04875,048	$2M	—	ADD 51%
81	Cetera Investment Advisers	73,38673,386	$2M	—	TRIM -23%
82	Roble, Belko & Company, Inc	72,37972,379	$2M	—	ADD 918%
83	OSAIC HOLDINGS, INC.	71,36671,366	$2M	—	ADD 5%
84	UNITED CAPITAL FINANCIAL ADVISORS, LLC	70,96470,964	$2M	—	ADD 8%
85	Associated Banc-Corp	69,53769,537	$2M	—	ADD 14%
86	Wilkins Miller Wealth Management, LLC	67,06467,064	$2M	—	ADD 4%
87	MEITAV INVESTMENT HOUSE LTD	64,90964,909	$2M	—	TRIM -2%
88	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	63,14363,143	$2M	—	ADD 52%
89	LBMC INVESTMENT ADVISORS, LLC	59,80859,808	$2M	—	ADD 22%
90	OPPENHEIMER & CO INC	57,36857,368	$1M	—	TRIM -2%
91	Chesley Taft & Associates LLC	55,00055,000	$1M	—	ADD 6%
92	COLDSTREAM CAPITAL MANAGEMENT INC	54,64654,646	$1M	—	—
93	BEACON FINANCIAL GROUP	53,38053,380	$1M	—	ADD 6%
94	NovaPoint Capital, LLC	52,25452,254	$1M	—	—
95	McGlone Suttner Wealth Management, Inc.	49,42649,426	$1M	—	ADD 6%
96	J.W. COLE ADVISORS, INC.	49,38049,380	$1M	—	ADD 8%
97	Venture Visionary Partners LLC	47,37747,377	$1M	—	—
98	10Elms LLP	43,02443,024	$1M	—	ADD 184%
99	Montecito Bank & Trust	43,19843,198	$1M	—	ADD 29%
100	First Interstate Bank	42,18442,184	$1M	—	TRIM -45%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Aptus Capital Advisors, LLC

3.6M

4.0M

4.3M

4.6M

6.2M

6.3M

$160M

Capital Investment Advisors, LLC

2.3M

2.5M

2.8M

3.0M

3.2M

3.3M

$84M

MORGAN STANLEY

943K

1.5M

1.6M

2.2M

2.6M

2.9M

$74M

WELLS FARGO & COMPANY/MN

2.5M

2.6M

2.7M

2.9M

3.0M

2.8M

$71M

CAPITAL ADVISORS INC/OK

—

2.7M

2.8M

$71M

BANK OF AMERICA CORP /DE/

2.0M

2.2M

2.3M

2.1M

2.3M

2.4M

$62M

Summit Financial, LLC

—

1.4M

1.5M

1.6M

$40M

SIGMA INVESTMENT COUNSELORS INC

1.2M

1.3M

1.4M

1.5M

$38M

UBS Group AG

793K

867K

737K

856K

965K

1.2M

$30M

Klingman & Associates, LLC

—

393K

514K

675K

887K

1.1M

$27M

Seven Springs Wealth Group, LLC

—

875K

1.0M

1.1M

$27M

ROYAL BANK OF CANADA

358K

364K

698K

369K

991K

1.0M

$26M

AMERIPRISE FINANCIAL INC

598K

637K

808K

1.7M

1.8M

1.0M

$26M

Sound View Wealth Advisors Group, LLC

299K

543K

657K

722K

856K

906K

$23M

US BANCORP \DE\

569K

650K

758K

714K

766K

869K

$22M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	220	50,277,259	—	$1.3B
2025-Q4	197	47,757,988	—	$1.2B
2025-Q3	176	39,774,451	—	$1.0B
2025-Q2	156	35,460,993	—	$899M
2025-Q1	141	32,589,105	—	$814M
2024-Q4	124	29,142,292	—	$716M
2024-Q3	118	26,196,584	—	$673M
2024-Q2	106	23,016,248	—	$565M
2024-Q1	102	19,966,988	—	$495M
2023-Q4	84	14,133,584	—	$356M
2023-Q3	56	7,886,965	—	$185M
2023-Q2	45	5,865,156	—	$144M
2023-Q1	36	2,788,041	—	$70M
2022-Q4	26

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding IBDX · 2026-Q1 methodology → sources →

220 holders

% of shares outstanding held

—

Shares held (13F)

50,277,259

Reporting holders

220

Top holders

largest 100 of 220 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Aptus Capital Advisors, LLC	6,342,8986.3M	$160M	—	—
2	Capital Investment Advisors, LLC	3,330,1753.3M	$84M	—	ADD 5%
3	MORGAN STANLEY	2,909,0422.9M	$74M	—	ADD 12%
4	WELLS FARGO & COMPANY/MN	2,815,3352.8M	$71M	—	TRIM -7%
5	CAPITAL ADVISORS INC/OK	2,790,7162.8M	$71M	—	ADD 5%
6	BANK OF AMERICA CORP /DE/	2,442,5062.4M	$62M	—	ADD 5%
7	Summit Financial, LLC	1,584,5741.6M	$40M	—	ADD 4%
8	SIGMA INVESTMENT COUNSELORS INC	1,511,6401.5M	$38M	—	ADD 4%
9	UBS Group AG	1,170,8801.2M	$30M	—	ADD 21%
10	Klingman & Associates, LLC	1,081,5541.1M	$27M	—	ADD 22%
11	Seven Springs Wealth Group, LLC	1,061,5501.1M	$27M	—	ADD 3%
12	ROYAL BANK OF CANADA	1,017,6491.0M	$26M	—	ADD 3%
13	AMERIPRISE FINANCIAL INC	1,009,2421.0M	$26M	—	TRIM -43%
14	Sound View Wealth Advisors Group, LLC	905,660905,660	$23M	—	ADD 6%
15	US BANCORP \DE\	868,522868,522	$22M	—	ADD 13%
16	HighTower Advisors, LLC	854,043854,043	$22M	—	ADD 2%
17	Advisors Capital Management, LLC	840,219840,219	$21M	—	ADD 165%
18	MV CAPITAL MANAGEMENT, INC.	773,344773,344	$20M	—	TRIM -7%
19	COWA, LLC	729,002729,002	$18M	—	ADD 28%
20	RAYMOND JAMES FINANCIAL INC	725,258725,258	$18M	—	ADD 21%
21	Arrow Financial Corp	614,512614,512	$16M	—	ADD 3%
22	PFG Private Wealth Management, LLC	549,790549,790	$14M	—	ADD 11%
23	MB, LEVIS & ASSOCIATES, LLC	521,224521,224	$13M	—	—
24	Rockefeller Capital Management L.P.	519,723519,723	$13M	—	—
25	COMMONWEALTH EQUITY SERVICES, LLC	510,121510,121	$13M	—	TRIM -11%
26	LPL Financial LLC	509,925509,925	$13M	—	ADD 39%
27	Parkway Wealth Management Group, LLC	397,851397,851	$10M	—	ADD 10%
28	Janney Montgomery Scott LLC	396,703396,703	$10M	—	ADD 7%
29	Ironwood Financial, llc	379,700379,700	$10M	—	ADD 7%
30	Cornerstone Planning, LLC	370,140370,140	$9M	—	NEW
31	Atlantic Union Bankshares Corp	348,200348,200	$9M	—	ADD 10%
32	Guidance Point Advisors, LLC	315,676315,676	$8M	—	ADD 4%
33	Probity Advisors, Inc.	304,095304,095	$8M	—	ADD 112%
34	Snowden Capital Advisors LLC	293,424293,424	$7M	—	ADD 2%
35	LYELL WEALTH MANAGEMENT, LP	264,515264,515	$7M	—	—
36	MCF Advisors LLC	254,984254,984	$6M	—	ADD 139%
37	Parallel Advisors, LLC	244,230244,230	$6M	—	—
38	Lido Advisors, LLC	241,095241,095	$6M	—	ADD 37%
39	HANCOCK WHITNEY CORP	239,660239,660	$6M	—	ADD 8%
40	Krilogy Financial LLC	220,939220,939	$6M	—	—
41	Marathon Mission, Inc.	216,708216,708	$5M	—	ADD 5%
42	4Thought Financial Group Inc.	205,076205,076	$5M	—	—
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	186,427186,427	$5M	—	NEW
44	HOWLAND CAPITAL MANAGEMENT LLC	185,999185,999	$5M	—	ADD 111%
45	ENVESTNET ASSET MANAGEMENT INC	182,445182,445	$5M	—	ADD 81%
46	KINTRA WEALTH, LLC	178,356178,356	$5M	—	ADD 133%
47	BENJAMIN EDWARDS INC	177,791177,791	$4M	—	—
48	OneDigital Investment Advisors LLC	171,018171,018	$4M	—	ADD 3%
49	Signature Wealth Management Group	169,983169,983	$4M	—	ADD 3%
50	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	168,665168,665	$4M	—	ADD 117%
51	RWA WEALTH PARTNERS, LLC	163,459163,459	$4M	—	TRIM -2%
52	Praetorian Wealth Management, Inc.	158,990158,990	$4M	—	ADD 84%
53	CWM, LLC	152,895152,895	$4M	—	ADD 12%
54	NEUBERGER BERMAN GROUP LLC	141,341141,341	$4M	—	—
55	Glenview Trust Co	141,063141,063	$4M	—	ADD 51%
56	Evergreen Private Wealth LLC	137,864137,864	$3M	—	—
57	PRECEDENT WEALTH PARTNERS, LLC	137,642137,642	$3M	—	ADD 3%
58	Peloton Wealth Strategists	133,500133,500	$3M	—	ADD 41%
59	ADIRONDACK TRUST CO	130,102130,102	$3M	—	ADD 64%
60	Paradigm, Strategies in Wealth Management, LLC	120,584120,584	$3M	—	TRIM -6%
61	Kestra Advisory Services, LLC	119,824119,824	$3M	—	ADD 68%
62	Seneca House Advisors	118,994118,994	$3M	—	TRIM -59%
63	MERCER GLOBAL ADVISORS INC /ADV	118,338118,338	$3M	—	ADD 25%
64	Arcataur Capital Management LLC	104,125104,125	$3M	—	ADD 42%
65	Houlihan Financial Resource Group, Ltd.	104,050104,050	$3M	—	ADD 57%
66	GOLDMAN SACHS GROUP INC	95,71895,718	$2M	—	NEW
67	Stonebrook Private Inc.	94,97794,977	$2M	—	ADD 4%
68	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	91,03391,033	$2M	—	ADD 61%
69	Segment Wealth Management, LLC	87,23587,235	$2M	—	ADD 32%
70	Rossmore Private Capital	86,95786,957	$2M	—	ADD 8%
71	Archford Capital Strategies, LLC	85,06385,063	$2M	—	—
72	ABSOLUTE CAPITAL MANAGEMENT, LLC	84,83584,835	$2M	—	TRIM -5%
73	IFP Advisors, Inc	82,80382,803	$2M	—	ADD 9%
74	CENTRAL TRUST Co	81,58681,586	$2M	—	ADD 107%
75	First National Trust Co	78,86978,869	$2M	—	ADD 83%
76	FULTON BREAKEFIELD BROENNIMAN LLC	78,49078,490	$2M	—	ADD 13%
77	Mariner, LLC	78,36378,363	$2M	—	—
78	WRAPMANAGER INC	76,26576,265	$2M	—	ADD 2%
79	Centric Wealth Management	76,61876,618	$2M	—	ADD 6%
80	Winthrop Partners - WNY, LLC	75,04875,048	$2M	—	ADD 51%
81	Cetera Investment Advisers	73,38673,386	$2M	—	TRIM -23%
82	Roble, Belko & Company, Inc	72,37972,379	$2M	—	ADD 918%
83	OSAIC HOLDINGS, INC.	71,36671,366	$2M	—	ADD 5%
84	UNITED CAPITAL FINANCIAL ADVISORS, LLC	70,96470,964	$2M	—	ADD 8%
85	Associated Banc-Corp	69,53769,537	$2M	—	ADD 14%
86	Wilkins Miller Wealth Management, LLC	67,06467,064	$2M	—	ADD 4%
87	MEITAV INVESTMENT HOUSE LTD	64,90964,909	$2M	—	TRIM -2%
88	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	63,14363,143	$2M	—	ADD 52%
89	LBMC INVESTMENT ADVISORS, LLC	59,80859,808	$2M	—	ADD 22%
90	OPPENHEIMER & CO INC	57,36857,368	$1M	—	TRIM -2%
91	Chesley Taft & Associates LLC	55,00055,000	$1M	—	ADD 6%
92	COLDSTREAM CAPITAL MANAGEMENT INC	54,64654,646	$1M	—	—
93	BEACON FINANCIAL GROUP	53,38053,380	$1M	—	ADD 6%
94	NovaPoint Capital, LLC	52,25452,254	$1M	—	—
95	McGlone Suttner Wealth Management, Inc.	49,42649,426	$1M	—	ADD 6%
96	J.W. COLE ADVISORS, INC.	49,38049,380	$1M	—	ADD 8%
97	Venture Visionary Partners LLC	47,37747,377	$1M	—	—
98	10Elms LLP	43,02443,024	$1M	—	ADD 184%
99	Montecito Bank & Trust	43,19843,198	$1M	—	ADD 29%
100	First Interstate Bank	42,18442,184	$1M	—	TRIM -45%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Aptus Capital Advisors, LLC

3.6M

4.0M

4.3M

4.6M

6.2M

6.3M

$160M

Capital Investment Advisors, LLC

2.3M

2.5M

2.8M

3.0M

3.2M

3.3M

$84M

MORGAN STANLEY

943K

1.5M

1.6M

2.2M

2.6M

2.9M

$74M

WELLS FARGO & COMPANY/MN

2.5M

2.6M

2.7M

2.9M

3.0M

2.8M

$71M

CAPITAL ADVISORS INC/OK

—

2.7M

2.8M

$71M

BANK OF AMERICA CORP /DE/

2.0M

2.2M

2.3M

2.1M

2.3M

2.4M

$62M

Summit Financial, LLC

—

1.4M

1.5M

1.6M

$40M

SIGMA INVESTMENT COUNSELORS INC

1.2M

1.3M

1.4M

1.5M

$38M

UBS Group AG

793K

867K

737K

856K

965K

1.2M

$30M

Klingman & Associates, LLC

—

393K

514K

675K

887K

1.1M

$27M

Seven Springs Wealth Group, LLC

—

875K

1.0M

1.1M

$27M

ROYAL BANK OF CANADA

358K

364K

698K

369K

991K

1.0M

$26M

AMERIPRISE FINANCIAL INC

598K

637K

808K

1.7M

1.8M

1.0M

$26M

Sound View Wealth Advisors Group, LLC

299K

543K

657K

722K

856K

906K

$23M

US BANCORP \DE\

569K

650K

758K

714K

766K

869K

$22M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	220	50,277,259	—	$1.3B
2025-Q4	197	47,757,988	—	$1.2B
2025-Q3	176	39,774,451	—	$1.0B
2025-Q2	156	35,460,993	—	$899M
2025-Q1	141	32,589,105	—	$814M
2024-Q4	124	29,142,292	—	$716M
2024-Q3	118	26,196,584	—	$673M
2024-Q2	106	23,016,248	—	$565M
2024-Q1	102	19,966,988	—	$495M
2023-Q4	84	14,133,584	—	$356M
2023-Q3	56	7,886,965	—	$185M
2023-Q2	45	5,865,156	—	$144M
2023-Q1	36	2,788,041	—	$70M
2022-Q4	26

Short interest has its own tab now — open SI →

IBDX☆

Institutional ownership· 13F filers holding IBDX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding IBDX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

IBDX