IBND

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$30.85

+0.09 (+0.29%)

USD · as of 2026-07-29 · marketstack

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

126 holders

% of shares outstanding held

—

Shares held (13F)

9,755,678

Reporting holders

126

Top holders

largest 100 of 126 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Farther Finance Advisors, LLC	1,727,6351.7M	$54M	—	ADD 34%
2	Checchi Capital Advisers, LLC	709,148709,148	$22M	—	—
3	LODESTAR PRIVATE ASSET MANAGEMENT LLC	622,167622,167	$19M	—	ADD 11%
4	Leo Wealth, LLC	462,961462,961	$14M	—	NEW
5	BANK OF AMERICA CORP /DE/	367,731367,731	$11M	—	ADD 46%
6	MORGAN STANLEY	361,621361,621	$11M	—	ADD 75%
7	LPL Financial LLC	354,253354,253	$11M	—	ADD 18%
8	JANE STREET GROUP, LLC	315,854315,854	$10M	—	NEW
9	Ameritas Investment Partners, Inc.	266,013266,013	$8M	—	—
10	LEUTHOLD GROUP, LLC	254,065254,065	$8M	—	—
11	LAM GROUP, INC.	215,900215,900	$7M	—	TRIM -34%
12	STATE STREET CORP	215,196215,196	$7M	—	ADD 6%
13	Israel Discount Bank of New York	182,943182,943	$6M	—	ADD 60%
14	ROYAL BANK OF CANADA	181,543181,543	$6M	—	ADD 52%
15	Obsido Oy	159,672159,672	$5M	—	ADD 9%
16	WELLS FARGO & COMPANY/MN	152,971152,971	$5M	—	ADD 7%
17	ENVESTNET ASSET MANAGEMENT INC	143,689143,689	$4M	—	ADD 55%
18	Hobart Private Capital, LLC	139,337139,337	$4M	—	—
19	N.E.W. Advisory Services LLC	136,901136,901	$4M	—	—
20	LFA - Lugano Financial Advisors SA	125,704125,704	$4M	—	—
21	Rathbones Group PLC	122,142122,142	$4M	—	—
22	UBS Group AG	121,274121,274	$4M	—	ADD 32%
23	Cambridge Investment Research Advisors, Inc.	116,318116,318	$4M	—	ADD 86%
24	CFG Wealth Management Services, Inc.	116,282116,282	$4M	—	ADD 4%
25	HRT FINANCIAL LP	113,863113,863	$4M	—	NEW
26	FSA WEALTH PARTNERS, INC.	103,191103,191	$3M	—	ADD 42%
27	Foundations Investment Advisors, LLC	101,134101,134	$3M	—	ADD 1071%
28	Integrated Wealth Concepts LLC	93,83693,836	$3M	—	NEW
29	Idaho Trust Co	83,94183,941	$3M	—	ADD 15%
30	AE Wealth Management LLC	79,45479,454	$2M	—	ADD 15%
31	BARINGS LLC	78,77878,778	$2M	—	ADD 202%
32	Summit Global Investments	72,67172,671	$2M	—	NEW
33	Aspect Partners, LLC	66,23466,234	$2M	—	ADD 4%
34	Gerber Kawasaki Wealth & Investment Management	66,11266,112	$2M	—	ADD 12%
35	HighTower Advisors, LLC	63,58363,583	$2M	—	NEW
36	Cerity Partners OCIO LLC	62,57562,575	$2M	—	ADD 8%
37	GUGGENHEIM CAPITAL LLC	61,71361,713	$2M	—	TRIM -8%
38	JONES FINANCIAL COMPANIES LLLP	57,44057,440	$2M	—	ADD 99%
39	OPTIMA CAPITAL LLC	46,33546,335	$1M	—	TRIM -4%
40	OSAIC HOLDINGS, INC.	46,18646,186	$1M	—	ADD 40%
41	Emerald Investment Advisers, LLC	40,36640,366	$1M	—	NEW
42	Insight Advisors, LLC/ PA	38,21038,210	$1M	—	ADD 3%
43	Haven Private, LLC	37,10737,107	$1M	—	—
44	GREAT VALLEY ADVISOR GROUP, INC.	35,37735,377	$1M	—	TRIM -37%
45	MML INVESTORS SERVICES, LLC	34,70734,707	$1M	—	TRIM -5%
46	Tempus Wealth Planning, LLC	34,24034,240	$1M	—	—
47	North Star Investment Management Corp.	32,94032,940	$1M	—	ADD 547%
48	MILESTONE ASSET MANAGEMENT, LLC	32,35732,357	$1M	—	NEW
49	Steward Partners Investment Advisory, LLC	31,97531,975	$993,783	—	ADD 37%
50	GOLDMAN SACHS GROUP INC	28,88628,886	$897,777	—	NEW
51	Family CFO Inc	25,39725,397	$789,349	—	NEW
52	Cerity Partners LLC	25,04225,042	$778,306	—	NEW
53	PNC FINANCIAL SERVICES GROUP, INC.	23,83423,834	$740,761	—	—
54	Baird Financial Group, Inc.	22,72322,723	$706,231	—	TRIM -6%
55	Bank Julius Baer & Co. Ltd, Zurich	22,40622,406	$696,394	—	TRIM -15%
56	NOMURA ASSET MANAGEMENT CO LTD	22,35122,351	$694,669	—	—
57	Kestra Advisory Services, LLC	20,73720,737	$644,518	—	ADD 1541%
58	Beacon Pointe Advisors, LLC	20,69220,692	$643,123	—	—
59	JPMORGAN CHASE & CO	19,88719,887	$609,934	—	ADD 12%
60	RAYMOND JAMES FINANCIAL INC	19,52519,525	$606,821	—	TRIM -73%
61	HEADINVEST, LLC	18,64518,645	$579,487	—	NEW
62	Hyundai Investments Co., Ltd.	18,73618,736	$574,633	—	TRIM -6%
63	Advisory Services Network, LLC	17,71617,716	$550,616	—	ADD 172%
64	BANK OF MONTREAL /CAN/	17,49117,491	$543,620	—	ADD 5%
65	Independent Advisor Alliance	17,15317,153	$533,096	—	ADD 94%
66	CCG WEALTH MANAGEMENT, LLC	17,03317,033	$529,386	—	NEW
67	Equitable Holdings, Inc.	15,74015,740	$505,411	—	TRIM -9%
68	Omega Financial Group, LLC	15,94715,947	$495,634	—	—
69	Cetera Investment Advisers	15,68015,680	$487,321	—	ADD 34%
70	STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	15,35615,356	$477,264	—	NEW
71	AMG National Trust Bank	14,30014,300	$444,443	—	—
72	Patten Group, Inc.	14,26014,260	$443,201	—	ADD 7%
73	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13,82513,825	$429,672	—	ADD 1721%
74	Purpose Unlimited Inc.	13,55813,558	$420,841	—	NEW
75	Composition Wealth, LLC	11,22611,226	$348,890	—	NEW
76	Pathstone Holdings, LLC	11,01011,010	$342,191	—	—
77	INTEGRITY ALLIANCE, LLC.	10,88110,881	$338,185	—	—
78	Ameritas Advisory Services, LLC	10,72910,729	$333,456	—	TRIM -17%
79	Lifestyle Asset Management, Inc.	10,57210,572	$328,569	—	TRIM -98%
80	Cambridge Advisors Inc.	10,40010,400	$323,232	—	—
81	Destination Wealth Management	9,9199,919	$308,283	—	ADD 16%
82	ROMAN BUTLER FULLERTON & CO	9,7219,721	$307,958	—	NEW
83	Odyssey Capital Advisors, Inc.	9,5699,569	$297,405	—	—
84	RPg Family Wealth Advisory, LLC	9,0629,062	$281,647	—	—
85	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	8,9118,911	$276,954	—	ADD 4%
86	Risk Paradigm Group, LLC	8,6588,658	$269,091	—	—
87	&PARTNERS	8,4798,479	$263,543	—	TRIM -16%
88	Wagner Wealth Management, Corp	8,3558,355	$259,673	—	TRIM -72%
89	Tennessee Valley Asset Management Partners	7,8607,860	$244,276	—	ADD 26%
90	Dunhill Financial, LLC	7,1797,179	$223,123	—	NEW
91	STIFEL FINANCIAL CORP	6,5246,524	$202,765	—	—
92	Keating Financial Advisory Services, Inc.	5,8745,874	$182,564	—	TRIM -74%
93	AdvisorNet Financial, Inc	3,9203,920	$121,834	—	—
94	CREATIVE FINANCIAL DESIGNS INC /ADV	3,7143,714	$115,446	—	ADD 207%
95	MAI Capital Management	3,0243,024	$93,986	—	TRIM -37%
96	IFP Advisors, Inc	2,6642,664	$82,797	—	TRIM -15%
97	Triumph Capital Management	1,7961,796	$55,820	—	—
98	Geneos Wealth Management Inc.	1,5001,500	$46,620	—	—
99	Allworth Financial LP	1,4651,465	$45,533	—	—
100	FMR LLC	1,2411,241	$38,556	—	TRIM -26%

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

Farther Finance Advisors, LLC

—

1.0M

1.3M

1.7M

$54M

Checchi Capital Advisers, LLC

601K

1.1M

649K

698K

705K

709K

$22M

LODESTAR PRIVATE ASSET MANAGEMENT LLC

345K

350K

409K

508K

563K

622K

$19M

Leo Wealth, LLC

—

463K

$14M

BANK OF AMERICA CORP /DE/

181K

216K

129K

238K

252K

368K

$11M

MORGAN STANLEY

235K

156K

201K

272K

206K

362K

$11M

LPL Financial LLC

162K

83K

144K

357K

299K

354K

$11M

JANE STREET GROUP, LLC

133K

57K

148K

242K

—

316K

$10M

Ameritas Investment Partners, Inc.

212K

227K

234K

252K

267K

266K

$8M

LEUTHOLD GROUP, LLC

178K

137K

257K

255K

254K

$8M

LAM GROUP, INC.

31K

134K

228K

281K

326K

216K

$7M

STATE STREET CORP

184K

182K

190K

204K

215K

$7M

Israel Discount Bank of New York

—

64K

114K

183K

$6M

ROYAL BANK OF CANADA

182K

90K

266K

148K

119K

182K

$6M

Obsido Oy

114K

117K

113K

112K

147K

160K

$5M

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	126	9,755,678	—	$303M
2025-Q4	122	8,312,422	—	$267M
2025-Q3	115	10,039,233	—	$324M
2025-Q2	110	9,913,613	—	$323M
2025-Q1	69	4,082,180	—	$120M
2024-Q4	86	4,343,984

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 IBND · 2026-Q1 methodology → sources →

126 holders

% of shares outstanding held

—

Shares held (13F)

9,755,678

Reporting holders

126

Top holders

largest 100 of 126 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Farther Finance Advisors, LLC	1,727,6351.7M	$54M	—	ADD 34%
2	Checchi Capital Advisers, LLC	709,148709,148	$22M	—	—
3	LODESTAR PRIVATE ASSET MANAGEMENT LLC	622,167622,167	$19M	—	ADD 11%
4	Leo Wealth, LLC	462,961462,961	$14M	—	NEW
5	BANK OF AMERICA CORP /DE/	367,731367,731	$11M	—	ADD 46%
6	MORGAN STANLEY	361,621361,621	$11M	—	ADD 75%
7	LPL Financial LLC	354,253354,253	$11M	—	ADD 18%
8	JANE STREET GROUP, LLC	315,854315,854	$10M	—	NEW
9	Ameritas Investment Partners, Inc.	266,013266,013	$8M	—	—
10	LEUTHOLD GROUP, LLC	254,065254,065	$8M	—	—
11	LAM GROUP, INC.	215,900215,900	$7M	—	TRIM -34%
12	STATE STREET CORP	215,196215,196	$7M	—	ADD 6%
13	Israel Discount Bank of New York	182,943182,943	$6M	—	ADD 60%
14	ROYAL BANK OF CANADA	181,543181,543	$6M	—	ADD 52%
15	Obsido Oy	159,672159,672	$5M	—	ADD 9%
16	WELLS FARGO & COMPANY/MN	152,971152,971	$5M	—	ADD 7%
17	ENVESTNET ASSET MANAGEMENT INC	143,689143,689	$4M	—	ADD 55%
18	Hobart Private Capital, LLC	139,337139,337	$4M	—	—
19	N.E.W. Advisory Services LLC	136,901136,901	$4M	—	—
20	LFA - Lugano Financial Advisors SA	125,704125,704	$4M	—	—
21	Rathbones Group PLC	122,142122,142	$4M	—	—
22	UBS Group AG	121,274121,274	$4M	—	ADD 32%
23	Cambridge Investment Research Advisors, Inc.	116,318116,318	$4M	—	ADD 86%
24	CFG Wealth Management Services, Inc.	116,282116,282	$4M	—	ADD 4%
25	HRT FINANCIAL LP	113,863113,863	$4M	—	NEW
26	FSA WEALTH PARTNERS, INC.	103,191103,191	$3M	—	ADD 42%
27	Foundations Investment Advisors, LLC	101,134101,134	$3M	—	ADD 1071%
28	Integrated Wealth Concepts LLC	93,83693,836	$3M	—	NEW
29	Idaho Trust Co	83,94183,941	$3M	—	ADD 15%
30	AE Wealth Management LLC	79,45479,454	$2M	—	ADD 15%
31	BARINGS LLC	78,77878,778	$2M	—	ADD 202%
32	Summit Global Investments	72,67172,671	$2M	—	NEW
33	Aspect Partners, LLC	66,23466,234	$2M	—	ADD 4%
34	Gerber Kawasaki Wealth & Investment Management	66,11266,112	$2M	—	ADD 12%
35	HighTower Advisors, LLC	63,58363,583	$2M	—	NEW
36	Cerity Partners OCIO LLC	62,57562,575	$2M	—	ADD 8%
37	GUGGENHEIM CAPITAL LLC	61,71361,713	$2M	—	TRIM -8%
38	JONES FINANCIAL COMPANIES LLLP	57,44057,440	$2M	—	ADD 99%
39	OPTIMA CAPITAL LLC	46,33546,335	$1M	—	TRIM -4%
40	OSAIC HOLDINGS, INC.	46,18646,186	$1M	—	ADD 40%
41	Emerald Investment Advisers, LLC	40,36640,366	$1M	—	NEW
42	Insight Advisors, LLC/ PA	38,21038,210	$1M	—	ADD 3%
43	Haven Private, LLC	37,10737,107	$1M	—	—
44	GREAT VALLEY ADVISOR GROUP, INC.	35,37735,377	$1M	—	TRIM -37%
45	MML INVESTORS SERVICES, LLC	34,70734,707	$1M	—	TRIM -5%
46	Tempus Wealth Planning, LLC	34,24034,240	$1M	—	—
47	North Star Investment Management Corp.	32,94032,940	$1M	—	ADD 547%
48	MILESTONE ASSET MANAGEMENT, LLC	32,35732,357	$1M	—	NEW
49	Steward Partners Investment Advisory, LLC	31,97531,975	$993,783	—	ADD 37%
50	GOLDMAN SACHS GROUP INC	28,88628,886	$897,777	—	NEW
51	Family CFO Inc	25,39725,397	$789,349	—	NEW
52	Cerity Partners LLC	25,04225,042	$778,306	—	NEW
53	PNC FINANCIAL SERVICES GROUP, INC.	23,83423,834	$740,761	—	—
54	Baird Financial Group, Inc.	22,72322,723	$706,231	—	TRIM -6%
55	Bank Julius Baer & Co. Ltd, Zurich	22,40622,406	$696,394	—	TRIM -15%
56	NOMURA ASSET MANAGEMENT CO LTD	22,35122,351	$694,669	—	—
57	Kestra Advisory Services, LLC	20,73720,737	$644,518	—	ADD 1541%
58	Beacon Pointe Advisors, LLC	20,69220,692	$643,123	—	—
59	JPMORGAN CHASE & CO	19,88719,887	$609,934	—	ADD 12%
60	RAYMOND JAMES FINANCIAL INC	19,52519,525	$606,821	—	TRIM -73%
61	HEADINVEST, LLC	18,64518,645	$579,487	—	NEW
62	Hyundai Investments Co., Ltd.	18,73618,736	$574,633	—	TRIM -6%
63	Advisory Services Network, LLC	17,71617,716	$550,616	—	ADD 172%
64	BANK OF MONTREAL /CAN/	17,49117,491	$543,620	—	ADD 5%
65	Independent Advisor Alliance	17,15317,153	$533,096	—	ADD 94%
66	CCG WEALTH MANAGEMENT, LLC	17,03317,033	$529,386	—	NEW
67	Equitable Holdings, Inc.	15,74015,740	$505,411	—	TRIM -9%
68	Omega Financial Group, LLC	15,94715,947	$495,634	—	—
69	Cetera Investment Advisers	15,68015,680	$487,321	—	ADD 34%
70	STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	15,35615,356	$477,264	—	NEW
71	AMG National Trust Bank	14,30014,300	$444,443	—	—
72	Patten Group, Inc.	14,26014,260	$443,201	—	ADD 7%
73	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13,82513,825	$429,672	—	ADD 1721%
74	Purpose Unlimited Inc.	13,55813,558	$420,841	—	NEW
75	Composition Wealth, LLC	11,22611,226	$348,890	—	NEW
76	Pathstone Holdings, LLC	11,01011,010	$342,191	—	—
77	INTEGRITY ALLIANCE, LLC.	10,88110,881	$338,185	—	—
78	Ameritas Advisory Services, LLC	10,72910,729	$333,456	—	TRIM -17%
79	Lifestyle Asset Management, Inc.	10,57210,572	$328,569	—	TRIM -98%
80	Cambridge Advisors Inc.	10,40010,400	$323,232	—	—
81	Destination Wealth Management	9,9199,919	$308,283	—	ADD 16%
82	ROMAN BUTLER FULLERTON & CO	9,7219,721	$307,958	—	NEW
83	Odyssey Capital Advisors, Inc.	9,5699,569	$297,405	—	—
84	RPg Family Wealth Advisory, LLC	9,0629,062	$281,647	—	—
85	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	8,9118,911	$276,954	—	ADD 4%
86	Risk Paradigm Group, LLC	8,6588,658	$269,091	—	—
87	&PARTNERS	8,4798,479	$263,543	—	TRIM -16%
88	Wagner Wealth Management, Corp	8,3558,355	$259,673	—	TRIM -72%
89	Tennessee Valley Asset Management Partners	7,8607,860	$244,276	—	ADD 26%
90	Dunhill Financial, LLC	7,1797,179	$223,123	—	NEW
91	STIFEL FINANCIAL CORP	6,5246,524	$202,765	—	—
92	Keating Financial Advisory Services, Inc.	5,8745,874	$182,564	—	TRIM -74%
93	AdvisorNet Financial, Inc	3,9203,920	$121,834	—	—
94	CREATIVE FINANCIAL DESIGNS INC /ADV	3,7143,714	$115,446	—	ADD 207%
95	MAI Capital Management	3,0243,024	$93,986	—	TRIM -37%
96	IFP Advisors, Inc	2,6642,664	$82,797	—	TRIM -15%
97	Triumph Capital Management	1,7961,796	$55,820	—	—
98	Geneos Wealth Management Inc.	1,5001,500	$46,620	—	—
99	Allworth Financial LP	1,4651,465	$45,533	—	—
100	FMR LLC	1,2411,241	$38,556	—	TRIM -26%

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

Farther Finance Advisors, LLC

—

1.0M

1.3M

1.7M

$54M

Checchi Capital Advisers, LLC

601K

1.1M

649K

698K

705K

709K

$22M

LODESTAR PRIVATE ASSET MANAGEMENT LLC

345K

350K

409K

508K

563K

622K

$19M

Leo Wealth, LLC

—

463K

$14M

BANK OF AMERICA CORP /DE/

181K

216K

129K

238K

252K

368K

$11M

MORGAN STANLEY

235K

156K

201K

272K

206K

362K

$11M

LPL Financial LLC

162K

83K

144K

357K

299K

354K

$11M

JANE STREET GROUP, LLC

133K

57K

148K

242K

—

316K

$10M

Ameritas Investment Partners, Inc.

212K

227K

234K

252K

267K

266K

$8M

LEUTHOLD GROUP, LLC

178K

137K

257K

255K

254K

$8M

LAM GROUP, INC.

31K

134K

228K

281K

326K

216K

$7M

STATE STREET CORP

184K

182K

190K

204K

215K

$7M

Israel Discount Bank of New York

—

64K

114K

183K

$6M

ROYAL BANK OF CANADA

182K

90K

266K

148K

119K

182K

$6M

Obsido Oy

114K

117K

113K

112K

147K

160K

$5M

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	126	9,755,678	—	$303M
2025-Q4	122	8,312,422	—	$267M
2025-Q3	115	10,039,233	—	$324M
2025-Q2	110	9,913,613	—	$323M
2025-Q1	69	4,082,180	—	$120M
2024-Q4	86	4,343,984

Short interest has its own tab now — open SI →

IBND☆

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

Top holders

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

Institutional footprint by quarter

IBND