IBTG

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USD · as of 2026-07-28 · marketstack

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

321 holders

% of shares outstanding held

—

Shares held (13F)

81,429,994

Reporting holders

321

Top holders

largest 100 of 321 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	HM PAYSON & CO	5,908,2235.9M	$135M	—	TRIM -10%
2	NorthCoast Asset Management LLC	4,548,8914.5M	$104M	—	TRIM -4%
3	BANK OF AMERICA CORP /DE/	4,153,4344.2M	$95M	—	ADD 5%
4	MORGAN STANLEY	4,079,4124.1M	$93M	—	ADD 3%
5	MERCER GLOBAL ADVISORS INC /ADV	2,523,4962.5M	$58M	—	TRIM -11%
6	Capital Investment Advisors, LLC	2,485,2622.5M	$57M	—	—
7	LPL Financial LLC	2,394,8732.4M	$55M	—	ADD 6%
8	WELLS FARGO & COMPANY/MN	2,364,1142.4M	$54M	—	TRIM -6%
9	UNITED CAPITAL FINANCIAL ADVISORS, LLC	1,859,9791.9M	$43M	—	ADD 10%
10	Connecticut Wealth Management, LLC	1,799,7941.8M	$41M	—	ADD 36%
11	RAYMOND JAMES FINANCIAL INC	1,690,5301.7M	$39M	—	TRIM -26%
12	UBS Group AG	1,606,6561.6M	$37M	—	—
13	BAILARD, INC.	1,606,1841.6M	$37M	—	TRIM -43%
14	Financial Advisory Corp	1,602,5481.6M	$37M	—	—
15	Integrated Wealth Concepts LLC	1,595,6431.6M	$37M	—	ADD 9%
16	SUMMITRY LLC	1,529,6681.5M	$35M	—	—
17	ENVESTNET ASSET MANAGEMENT INC	1,365,0371.4M	$31M	—	ADD 554%
18	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1,140,4561.1M	$26M	—	ADD 8%
19	Wealthspire Advisors, LLC	1,024,2441.0M	$23M	—	ADD 556%
20	Krilogy Financial LLC	920,103920,103	$21M	—	ADD 6%
21	OneAscent Financial Services LLC	906,070906,070	$21M	—	NEW
22	Horizon Advisory Services, Inc.	878,276878,276	$20M	—	ADD 2%
23	MOSELEY INVESTMENT MANAGEMENT INC	842,161842,161	$19M	—	ADD 2%
24	Carnegie Investment Counsel	842,147842,147	$19M	—	TRIM -4%
25	Apella Capital, LLC	776,694776,694	$18M	—	—
26	MKT Advisors LLC	777,651777,651	$18M	—	ADD 3%
27	OSAIC HOLDINGS, INC.	767,846767,846	$18M	—	TRIM -3%
28	MV CAPITAL MANAGEMENT, INC.	695,613695,613	$16M	—	ADD 5%
29	Stratos Wealth Partners, LTD.	694,323694,323	$16M	—	ADD 3%
30	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	671,388671,388	$15M	—	ADD 7%
31	CWM, LLC	669,629669,629	$15M	—	ADD 19%
32	Denver PWM, LLC	668,784668,784	$15M	—	TRIM -14%
33	BlackRock, Inc.	660,616660,616	$15M	—	ADD 138%
34	Focus Partners Wealth	640,159640,159	$15M	—	ADD 9%
35	Delta Wealth Advisors LLC	615,926615,926	$14M	—	ADD 25%
36	Scissortail Wealth Management, LLC	613,073613,073	$14M	—	ADD 17%
37	Stratos Wealth Advisors, LLC	601,818601,818	$14M	—	TRIM -59%
38	BIP Wealth, LLC	530,035530,035	$12M	—	ADD 15%
39	Baird Financial Group, Inc.	529,198529,198	$12M	—	ADD 16%
40	Wealth Management Strategies, Inc.	515,825515,825	$12M	—	—
41	ROYAL BANK OF CANADA	492,933492,933	$11M	—	TRIM -5%
42	Sound View Wealth Advisors Group, LLC	491,869491,869	$11M	—	—
43	TITLEIST ASSET MANAGEMENT, LLC	486,109486,109	$11M	—	ADD 45%
44	Baltimore-Washington Financial Advisors, Inc.	485,330485,330	$11M	—	ADD 7%
45	Asset Advisors Investment Management, LLC	484,205484,205	$11M	—	ADD 2%
46	CreativeOne Wealth, LLC	476,200476,200	$11M	—	ADD 6%
47	COMMONWEALTH EQUITY SERVICES, LLC	473,377473,377	$11M	—	TRIM -11%
48	STIFEL FINANCIAL CORP	454,690454,690	$10M	—	—
49	Sanctuary Advisors, LLC	427,655427,655	$10M	—	—
50	Financial Engines Advisors L.L.C.	395,704395,704	$9M	—	—
51	Mariner, LLC	383,021383,021	$9M	—	TRIM -6%
52	Janney Montgomery Scott LLC	383,000383,000	$9M	—	TRIM -3%
53	McGuire Investment Group, LLC	382,176382,176	$9M	—	TRIM -2%
54	Juno Financial Group LLC	364,994364,994	$8M	—	TRIM -21%
55	Midwest Professional Planners, LTD.	364,820364,820	$8M	—	ADD 13%
56	Asset Dedication, LLC	346,921346,921	$8M	—	ADD 28%
57	PSI Advisors, LLC	341,869341,869	$8M	—	ADD 9%
58	HighTower Advisors, LLC	338,466338,466	$8M	—	—
59	AMERIPRISE FINANCIAL INC	328,379328,379	$8M	—	ADD 3%
60	Thrivent Financial for Lutherans	305,571305,571	$7M	—	TRIM -5%
61	Mesirow Financial Investment Management, Inc.	288,723288,723	$7M	—	ADD 112%
62	CENTRAL TRUST Co	267,533267,533	$6M	—	TRIM -9%
63	Trinity Wealth Management, LLC	264,712264,712	$6M	—	ADD 2%
64	REBALANCE, LLC	249,667249,667	$6M	—	TRIM -3%
65	Atlantic Private Wealth, LLC	242,839242,839	$6M	—	TRIM -5%
66	LEAVELL INVESTMENT MANAGEMENT, INC.	229,823229,823	$5M	—	TRIM -5%
67	Belpointe Asset Management LLC	228,236228,236	$5M	—	ADD 31%
68	Parkside Financial Bank & Trust	218,579218,579	$5M	—	—
69	MAI Capital Management	215,696215,696	$5M	—	ADD 27%
70	Archer Investment Corp	215,198215,198	$5M	—	—
71	Lido Advisors, LLC	207,737207,737	$5M	—	TRIM -13%
72	CAPTRUST FINANCIAL ADVISORS	200,249200,249	$5M	—	TRIM -3%
73	Eldridge Investment Advisors, Inc.	200,301200,301	$5M	—	TRIM -35%
74	Stockman Wealth Management, Inc.	194,445194,445	$4M	—	ADD 11%
75	Americana Partners, LLC	178,798178,798	$4M	—	TRIM -7%
76	Independent Advisor Alliance	175,119175,119	$4M	—	NEW
77	MML INVESTORS SERVICES, LLC	167,589167,589	$4M	—	TRIM -13%
78	Brookstone Capital Management	165,722165,722	$4M	—	ADD 85%
79	KOM Wealth Management Group, LLC	162,085162,085	$4M	—	TRIM -34%
80	HOWLAND CAPITAL MANAGEMENT LLC	160,665160,665	$4M	—	TRIM -4%
81	True Link Financial Advisors, LLC	160,508160,508	$4M	—	ADD 18%
82	Portland Global Advisors LLC	157,733157,733	$4M	—	ADD 13%
83	GOLDMAN SACHS GROUP INC	154,418154,418	$4M	—	NEW
84	SIGNATUREFD, LLC	154,245154,245	$4M	—	TRIM -4%
85	Accretive Wealth Partners, LLC	153,244153,244	$4M	—	ADD 3%
86	Gradient Investments LLC	148,394148,394	$3M	—	TRIM -13%
87	LITTLEJOHN FINANCIAL SERVICES, INC.	138,571138,571	$3M	—	TRIM -4%
88	Cetera Investment Advisers	137,900137,900	$3M	—	TRIM -4%
89	Lantz Financial LLC	135,293135,293	$3M	—	ADD 15%
90	Private Advisor Group, LLC	133,056133,056	$3M	—	TRIM -24%
91	SUSQUEHANNA INTERNATIONAL GROUP, LLP	132,855132,855	$3M	—	ADD 187%
92	D.A. DAVIDSON & CO.	131,584131,584	$3M	—	TRIM -31%
93	BOSTON FAMILY OFFICE LLC	126,260126,260	$3M	—	TRIM -43%
94	Valmark Advisers, Inc.	125,764125,764	$3M	—	—
95	Probity Advisors, Inc.	124,825124,825	$3M	—	TRIM -40%
96	Allworth Financial LP	118,685118,685	$3M	—	—
97	Atria Investments, Inc	112,612112,612	$3M	—	ADD 3%
98	PHILLIPS FINANCIAL MANAGEMENT, LLC	108,310108,310	$2M	—	ADD 23%
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	108,496108,496	$2M	—	TRIM -42%
100	Centennial Advisors, LLC	107,317107,317	$2M	—	TRIM -8%

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

HM PAYSON & CO

4.0M

4.7M

5.1M

5.5M

6.6M

5.9M

$135M

NorthCoast Asset Management LLC

74K

4.6M

5.3M

5.0M

4.7M

4.5M

$104M

BANK OF AMERICA CORP /DE/

2.7M

3.2M

3.6M

4.0M

4.2M

$95M

MORGAN STANLEY

3.6M

3.9M

3.8M

3.9M

4.0M

4.1M

$93M

MERCER GLOBAL ADVISORS INC /ADV

400K

459K

651K

1.3M

2.8M

2.5M

$58M

Capital Investment Advisors, LLC

2.3M

2.4M

2.3M

2.4M

2.5M

$57M

LPL Financial LLC

906K

1.1M

1.2M

1.5M

2.2M

2.4M

$55M

WELLS FARGO & COMPANY/MN

2.2M

2.8M

2.9M

2.4M

2.5M

2.4M

$54M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

137K

357K

675K

1.3M

1.7M

1.9M

$43M

Connecticut Wealth Management, LLC

90K

408K

835K

1.0M

1.3M

1.8M

$41M

RAYMOND JAMES FINANCIAL INC

1.1M

1.2M

1.8M

1.6M

2.3M

1.7M

$39M

UBS Group AG

1.2M

1.6M

1.5M

1.6M

$37M

BAILARD, INC.

789K

660K

125K

3.1M

2.8M

1.6M

$37M

Financial Advisory Corp

1.4M

1.5M

1.6M

$37M

Integrated Wealth Concepts LLC

1.2M

1.3M

1.4M

1.5M

1.6M

$37M

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	321	81,429,994	—	$1.9B
2025-Q4	312	85,092,021	—	$1.9B
2025-Q3	293	77,821,236	—	$1.8B
2025-Q2	280	69,653,544	—	$1.6B
2025-Q1	264	64,172,770	—	$1.5B
2024-Q4	248	59,451,798	—	$1.3B
2024-Q3	211	41,756,169	—	$963M
2024-Q2	189	37,598,078	—	$850M
2024-Q1	176	37,846,537	—	$861M
2023-Q4	159	26,631,072	—	$609M
2023-Q3	106	12,552,488	—	$282M
2023-Q2

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 IBTG · 2026-Q1 methodology → sources →

321 holders

% of shares outstanding held

—

Shares held (13F)

81,429,994

Reporting holders

321

Top holders

largest 100 of 321 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	HM PAYSON & CO	5,908,2235.9M	$135M	—	TRIM -10%
2	NorthCoast Asset Management LLC	4,548,8914.5M	$104M	—	TRIM -4%
3	BANK OF AMERICA CORP /DE/	4,153,4344.2M	$95M	—	ADD 5%
4	MORGAN STANLEY	4,079,4124.1M	$93M	—	ADD 3%
5	MERCER GLOBAL ADVISORS INC /ADV	2,523,4962.5M	$58M	—	TRIM -11%
6	Capital Investment Advisors, LLC	2,485,2622.5M	$57M	—	—
7	LPL Financial LLC	2,394,8732.4M	$55M	—	ADD 6%
8	WELLS FARGO & COMPANY/MN	2,364,1142.4M	$54M	—	TRIM -6%
9	UNITED CAPITAL FINANCIAL ADVISORS, LLC	1,859,9791.9M	$43M	—	ADD 10%
10	Connecticut Wealth Management, LLC	1,799,7941.8M	$41M	—	ADD 36%
11	RAYMOND JAMES FINANCIAL INC	1,690,5301.7M	$39M	—	TRIM -26%
12	UBS Group AG	1,606,6561.6M	$37M	—	—
13	BAILARD, INC.	1,606,1841.6M	$37M	—	TRIM -43%
14	Financial Advisory Corp	1,602,5481.6M	$37M	—	—
15	Integrated Wealth Concepts LLC	1,595,6431.6M	$37M	—	ADD 9%
16	SUMMITRY LLC	1,529,6681.5M	$35M	—	—
17	ENVESTNET ASSET MANAGEMENT INC	1,365,0371.4M	$31M	—	ADD 554%
18	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1,140,4561.1M	$26M	—	ADD 8%
19	Wealthspire Advisors, LLC	1,024,2441.0M	$23M	—	ADD 556%
20	Krilogy Financial LLC	920,103920,103	$21M	—	ADD 6%
21	OneAscent Financial Services LLC	906,070906,070	$21M	—	NEW
22	Horizon Advisory Services, Inc.	878,276878,276	$20M	—	ADD 2%
23	MOSELEY INVESTMENT MANAGEMENT INC	842,161842,161	$19M	—	ADD 2%
24	Carnegie Investment Counsel	842,147842,147	$19M	—	TRIM -4%
25	Apella Capital, LLC	776,694776,694	$18M	—	—
26	MKT Advisors LLC	777,651777,651	$18M	—	ADD 3%
27	OSAIC HOLDINGS, INC.	767,846767,846	$18M	—	TRIM -3%
28	MV CAPITAL MANAGEMENT, INC.	695,613695,613	$16M	—	ADD 5%
29	Stratos Wealth Partners, LTD.	694,323694,323	$16M	—	ADD 3%
30	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	671,388671,388	$15M	—	ADD 7%
31	CWM, LLC	669,629669,629	$15M	—	ADD 19%
32	Denver PWM, LLC	668,784668,784	$15M	—	TRIM -14%
33	BlackRock, Inc.	660,616660,616	$15M	—	ADD 138%
34	Focus Partners Wealth	640,159640,159	$15M	—	ADD 9%
35	Delta Wealth Advisors LLC	615,926615,926	$14M	—	ADD 25%
36	Scissortail Wealth Management, LLC	613,073613,073	$14M	—	ADD 17%
37	Stratos Wealth Advisors, LLC	601,818601,818	$14M	—	TRIM -59%
38	BIP Wealth, LLC	530,035530,035	$12M	—	ADD 15%
39	Baird Financial Group, Inc.	529,198529,198	$12M	—	ADD 16%
40	Wealth Management Strategies, Inc.	515,825515,825	$12M	—	—
41	ROYAL BANK OF CANADA	492,933492,933	$11M	—	TRIM -5%
42	Sound View Wealth Advisors Group, LLC	491,869491,869	$11M	—	—
43	TITLEIST ASSET MANAGEMENT, LLC	486,109486,109	$11M	—	ADD 45%
44	Baltimore-Washington Financial Advisors, Inc.	485,330485,330	$11M	—	ADD 7%
45	Asset Advisors Investment Management, LLC	484,205484,205	$11M	—	ADD 2%
46	CreativeOne Wealth, LLC	476,200476,200	$11M	—	ADD 6%
47	COMMONWEALTH EQUITY SERVICES, LLC	473,377473,377	$11M	—	TRIM -11%
48	STIFEL FINANCIAL CORP	454,690454,690	$10M	—	—
49	Sanctuary Advisors, LLC	427,655427,655	$10M	—	—
50	Financial Engines Advisors L.L.C.	395,704395,704	$9M	—	—
51	Mariner, LLC	383,021383,021	$9M	—	TRIM -6%
52	Janney Montgomery Scott LLC	383,000383,000	$9M	—	TRIM -3%
53	McGuire Investment Group, LLC	382,176382,176	$9M	—	TRIM -2%
54	Juno Financial Group LLC	364,994364,994	$8M	—	TRIM -21%
55	Midwest Professional Planners, LTD.	364,820364,820	$8M	—	ADD 13%
56	Asset Dedication, LLC	346,921346,921	$8M	—	ADD 28%
57	PSI Advisors, LLC	341,869341,869	$8M	—	ADD 9%
58	HighTower Advisors, LLC	338,466338,466	$8M	—	—
59	AMERIPRISE FINANCIAL INC	328,379328,379	$8M	—	ADD 3%
60	Thrivent Financial for Lutherans	305,571305,571	$7M	—	TRIM -5%
61	Mesirow Financial Investment Management, Inc.	288,723288,723	$7M	—	ADD 112%
62	CENTRAL TRUST Co	267,533267,533	$6M	—	TRIM -9%
63	Trinity Wealth Management, LLC	264,712264,712	$6M	—	ADD 2%
64	REBALANCE, LLC	249,667249,667	$6M	—	TRIM -3%
65	Atlantic Private Wealth, LLC	242,839242,839	$6M	—	TRIM -5%
66	LEAVELL INVESTMENT MANAGEMENT, INC.	229,823229,823	$5M	—	TRIM -5%
67	Belpointe Asset Management LLC	228,236228,236	$5M	—	ADD 31%
68	Parkside Financial Bank & Trust	218,579218,579	$5M	—	—
69	MAI Capital Management	215,696215,696	$5M	—	ADD 27%
70	Archer Investment Corp	215,198215,198	$5M	—	—
71	Lido Advisors, LLC	207,737207,737	$5M	—	TRIM -13%
72	CAPTRUST FINANCIAL ADVISORS	200,249200,249	$5M	—	TRIM -3%
73	Eldridge Investment Advisors, Inc.	200,301200,301	$5M	—	TRIM -35%
74	Stockman Wealth Management, Inc.	194,445194,445	$4M	—	ADD 11%
75	Americana Partners, LLC	178,798178,798	$4M	—	TRIM -7%
76	Independent Advisor Alliance	175,119175,119	$4M	—	NEW
77	MML INVESTORS SERVICES, LLC	167,589167,589	$4M	—	TRIM -13%
78	Brookstone Capital Management	165,722165,722	$4M	—	ADD 85%
79	KOM Wealth Management Group, LLC	162,085162,085	$4M	—	TRIM -34%
80	HOWLAND CAPITAL MANAGEMENT LLC	160,665160,665	$4M	—	TRIM -4%
81	True Link Financial Advisors, LLC	160,508160,508	$4M	—	ADD 18%
82	Portland Global Advisors LLC	157,733157,733	$4M	—	ADD 13%
83	GOLDMAN SACHS GROUP INC	154,418154,418	$4M	—	NEW
84	SIGNATUREFD, LLC	154,245154,245	$4M	—	TRIM -4%
85	Accretive Wealth Partners, LLC	153,244153,244	$4M	—	ADD 3%
86	Gradient Investments LLC	148,394148,394	$3M	—	TRIM -13%
87	LITTLEJOHN FINANCIAL SERVICES, INC.	138,571138,571	$3M	—	TRIM -4%
88	Cetera Investment Advisers	137,900137,900	$3M	—	TRIM -4%
89	Lantz Financial LLC	135,293135,293	$3M	—	ADD 15%
90	Private Advisor Group, LLC	133,056133,056	$3M	—	TRIM -24%
91	SUSQUEHANNA INTERNATIONAL GROUP, LLP	132,855132,855	$3M	—	ADD 187%
92	D.A. DAVIDSON & CO.	131,584131,584	$3M	—	TRIM -31%
93	BOSTON FAMILY OFFICE LLC	126,260126,260	$3M	—	TRIM -43%
94	Valmark Advisers, Inc.	125,764125,764	$3M	—	—
95	Probity Advisors, Inc.	124,825124,825	$3M	—	TRIM -40%
96	Allworth Financial LP	118,685118,685	$3M	—	—
97	Atria Investments, Inc	112,612112,612	$3M	—	ADD 3%
98	PHILLIPS FINANCIAL MANAGEMENT, LLC	108,310108,310	$2M	—	ADD 23%
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	108,496108,496	$2M	—	TRIM -42%
100	Centennial Advisors, LLC	107,317107,317	$2M	—	TRIM -8%

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

HM PAYSON & CO

4.0M

4.7M

5.1M

5.5M

6.6M

5.9M

$135M

NorthCoast Asset Management LLC

74K

4.6M

5.3M

5.0M

4.7M

4.5M

$104M

BANK OF AMERICA CORP /DE/

2.7M

3.2M

3.6M

4.0M

4.2M

$95M

MORGAN STANLEY

3.6M

3.9M

3.8M

3.9M

4.0M

4.1M

$93M

MERCER GLOBAL ADVISORS INC /ADV

400K

459K

651K

1.3M

2.8M

2.5M

$58M

Capital Investment Advisors, LLC

2.3M

2.4M

2.3M

2.4M

2.5M

$57M

LPL Financial LLC

906K

1.1M

1.2M

1.5M

2.2M

2.4M

$55M

WELLS FARGO & COMPANY/MN

2.2M

2.8M

2.9M

2.4M

2.5M

2.4M

$54M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

137K

357K

675K

1.3M

1.7M

1.9M

$43M

Connecticut Wealth Management, LLC

90K

408K

835K

1.0M

1.3M

1.8M

$41M

RAYMOND JAMES FINANCIAL INC

1.1M

1.2M

1.8M

1.6M

2.3M

1.7M

$39M

UBS Group AG

1.2M

1.6M

1.5M

1.6M

$37M

BAILARD, INC.

789K

660K

125K

3.1M

2.8M

1.6M

$37M

Financial Advisory Corp

1.4M

1.5M

1.6M

$37M

Integrated Wealth Concepts LLC

1.2M

1.3M

1.4M

1.5M

1.6M

$37M

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	321	81,429,994	—	$1.9B
2025-Q4	312	85,092,021	—	$1.9B
2025-Q3	293	77,821,236	—	$1.8B
2025-Q2	280	69,653,544	—	$1.6B
2025-Q1	264	64,172,770	—	$1.5B
2024-Q4	248	59,451,798	—	$1.3B
2024-Q3	211	41,756,169	—	$963M
2024-Q2	189	37,598,078	—	$850M
2024-Q1	176	37,846,537	—	$861M
2023-Q4	159	26,631,072	—	$609M
2023-Q3	106	12,552,488	—	$282M
2023-Q2

Short interest has its own tab now — open SI →

IBTG☆

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

Top holders

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

Institutional footprint by quarter

IBTG