% of shares outstanding is not shown for IBTH: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IBTH in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 6,756,7116.8M | $152M | — | TRIM -9% |
| 2 | BANK OF AMERICA CORP /DE/ | 3,767,6383.8M | $85M | — | ADD 7% |
| 3 | MORGAN STANLEY | 3,708,0023.7M | $83M | — | ADD 3% |
| 4 | GLOBALT Investments LLC / GA | 2,998,3773.0M | $67M | — | ADD 6% |
| 5 | NorthCoast Asset Management LLC | 2,637,4472.6M | $59M | — | ADD 36% |
| 6 | WELLS FARGO & COMPANY/MN | 2,491,0352.5M | $56M | — | — |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 2,467,6612.5M | $55M | — | ADD 8% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,901,0701.9M | $43M | — | ADD 198% |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,874,5841.9M | $42M | — | ADD 8% |
| 10 | LPL Financial LLC | 1,811,1461.8M | $41M | — | ADD 4% |
| 11 | Brookstone Capital Management | 1,720,0331.7M | $39M | — | — |
| 12 | UBS Group AG | 1,699,6271.7M | $38M | — | ADD 33% |
| 13 | TRUE Private Wealth Advisors | 1,678,0231.7M | $38M | — | TRIM -14% |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,481,2031.5M | $33M | — | ADD 20% |
| 15 | Focus Partners Wealth | 1,405,2761.4M | $32M | — | — |
| 16 | Integrated Wealth Concepts LLC | 1,313,5431.3M | $29M | — | ADD 14% |
| 17 | Stratos Wealth Advisors, LLC | 1,287,7021.3M | $29M | — | ADD 60% |
| 18 | Connecticut Wealth Management, LLC | 1,240,2051.2M | $28M | — | ADD 490% |
| 19 | Financial Advisory Corp | 1,205,6771.2M | $27M | — | ADD 26% |
| 20 | Merit Financial Group, LLC | 1,187,6451.2M | $27M | — | — |
| 21 | Stratos Wealth Partners, LTD. | 1,047,6781.0M | $23M | — | ADD 3% |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 941,755941,755 | $21M | — | ADD 36% |
| 23 | Capital Investment Advisors, LLC | 900,558900,558 | $20M | — | — |
| 24 | Journey Advisory Group, LLC | 872,105872,105 | $20M | — | ADD 3% |
| 25 | OneAscent Financial Services LLC | 813,004813,004 | $18M | — | NEW |
| 26 | MKT Advisors LLC | 804,133804,133 | $18M | — | ADD 3% |
| 27 | Denver PWM, LLC | 772,699772,699 | $17M | — | ADD 4% |
| 28 | Asset Advisors Investment Management, LLC | 745,721745,721 | $17M | — | ADD 5% |
| 29 | Carnegie Investment Counsel | 734,551734,551 | $16M | — | ADD 21% |
| 30 | TITLEIST ASSET MANAGEMENT, LLC | 686,345686,345 | $15M | — | ADD 61% |
| 31 | BlackRock, Inc. | 673,518673,518 | $15M | — | ADD 138% |
| 32 | Fulton Bank, N.A. | 632,365632,365 | $14M | — | ADD 73% |
| 33 | OSAIC HOLDINGS, INC. | 614,994614,994 | $14M | — | ADD 2% |
| 34 | MV CAPITAL MANAGEMENT, INC. | 605,306605,306 | $14M | — | TRIM -8% |
| 35 | ROYAL BANK OF CANADA | 595,791595,791 | $13M | — | TRIM -3% |
| 36 | Krilogy Financial LLC | 587,025587,025 | $13M | — | ADD 5% |
| 37 | CWM, LLC | 562,325562,325 | $13M | — | ADD 4% |
| 38 | Wealth Management Strategies, Inc. | 537,218537,218 | $12M | — | ADD 4% |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 536,682536,682 | $12M | — | ADD 18% |
| 40 | SHELTON WEALTH MANAGEMENT, LLC | 456,390456,390 | $10M | — | ADD 18% |
| 41 | Sanctuary Advisors, LLC | 429,045429,045 | $10M | — | ADD 12% |
| 42 | CHATHAM CAPITAL GROUP, INC. | 418,786418,786 | $9M | — | TRIM -9% |
| 43 | Apella Capital, LLC | 410,722410,722 | $9M | — | ADD 4% |
| 44 | BIP Wealth, LLC | 408,299408,299 | $9M | — | ADD 30% |
| 45 | Baird Financial Group, Inc. | 391,510391,510 | $9M | — | ADD 47% |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 374,080374,080 | $8M | — | ADD 16% |
| 47 | Delta Wealth Advisors LLC | 372,920372,920 | $8M | — | ADD 8% |
| 48 | EIGHT 31 FINANCIAL, LLC | 355,656355,656 | $8M | — | TRIM -2% |
| 49 | Hilltop Holdings Inc. | 349,939349,939 | $8M | — | ADD 61% |
| 50 | Financial Engines Advisors L.L.C. | 342,239342,239 | $8M | — | — |
| 51 | L2 Asset Management, LLC | 316,392316,392 | $7M | — | ADD 1121% |
| 52 | Janney Montgomery Scott LLC | 323,811323,811 | $7M | — | TRIM -6% |
| 53 | Northstar Group, Inc. | 323,479323,479 | $7M | — | ADD 4% |
| 54 | Flavin Financial Services, Inc. | 321,631321,631 | $7M | — | — |
| 55 | FAGAN ASSOCIATES, INC. | 300,552300,552 | $7M | — | — |
| 56 | AMERIPRISE FINANCIAL INC | 290,605290,605 | $7M | — | ADD 6% |
| 57 | STIFEL FINANCIAL CORP | 274,896274,896 | $6M | — | TRIM -6% |
| 58 | BOSTON FAMILY OFFICE LLC | 272,733272,733 | $6M | — | ADD 5% |
| 59 | REBALANCE, LLC | 270,646270,646 | $6M | — | — |
| 60 | Midwest Professional Planners, LTD. | 264,689264,689 | $6M | — | ADD 29% |
| 61 | Steward Partners Investment Advisory, LLC | 247,188247,188 | $6M | — | — |
| 62 | Independent Advisor Alliance | 242,226242,226 | $5M | — | ADD 1231% |
| 63 | Asset Dedication, LLC | 241,854241,854 | $5M | — | ADD 22% |
| 64 | LEAVELL INVESTMENT MANAGEMENT, INC. | 237,567237,567 | $5M | — | ADD 22% |
| 65 | Stockman Wealth Management, Inc. | 228,160228,160 | $5M | — | ADD 9% |
| 66 | Belpointe Asset Management LLC | 227,847227,847 | $5M | — | ADD 69% |
| 67 | TRUIST FINANCIAL CORP | 224,754224,754 | $5M | — | ADD 24% |
| 68 | Old Port Advisors | 219,098219,098 | $5M | — | TRIM -33% |
| 69 | Atlantic Private Wealth, LLC | 209,413209,413 | $5M | — | ADD 7% |
| 70 | Parkside Financial Bank & Trust | 200,311200,311 | $4M | — | — |
| 71 | Legacy Private Trust Co. | 199,515199,515 | $4M | — | TRIM -15% |
| 72 | Eldridge Investment Advisors, Inc. | 198,274198,274 | $4M | — | ADD 76% |
| 73 | CAPTRUST FINANCIAL ADVISORS | 196,100196,100 | $4M | — | ADD 3% |
| 74 | Thrivent Financial for Lutherans | 192,190192,190 | $4M | — | TRIM -3% |
| 75 | CENTRAL TRUST Co | 189,712189,712 | $4M | — | TRIM -25% |
| 76 | Cetera Investment Advisers | 189,208189,208 | $4M | — | — |
| 77 | D.A. DAVIDSON & CO. | 183,480183,480 | $4M | — | ADD 6% |
| 78 | SIGNATUREFD, LLC | 168,913168,913 | $4M | — | — |
| 79 | Accretive Wealth Partners, LLC | 160,695160,695 | $4M | — | ADD 5% |
| 80 | Portland Global Advisors LLC | 160,668160,668 | $4M | — | ADD 13% |
| 81 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 159,531159,531 | $4M | — | TRIM -43% |
| 82 | Probity Advisors, Inc. | 151,562151,562 | $3M | — | TRIM -37% |
| 83 | Ashton Thomas Private Wealth, LLC | 147,191147,191 | $3M | — | — |
| 84 | Gradient Investments LLC | 146,609146,609 | $3M | — | TRIM -13% |
| 85 | PARK AVENUE SECURITIES LLC | 144,958144,958 | $3M | — | TRIM -57% |
| 86 | Cornerstone Planning, LLC | 138,194138,194 | $3M | — | NEW |
| 87 | MAI Capital Management | 137,335137,335 | $3M | — | ADD 17% |
| 88 | Allworth Financial LP | 135,985135,985 | $3M | — | — |
| 89 | HighTower Advisors, LLC | 135,771135,771 | $3M | — | — |
| 90 | Lantz Financial LLC | 132,667132,667 | $3M | — | ADD 14% |
| 91 | SCS Capital Management LLC | 130,543130,543 | $3M | — | ADD 16% |
| 92 | Wealthspire Advisors, LLC | 129,461129,461 | $3M | — | ADD 4% |
| 93 | Valmark Advisers, Inc. | 127,011127,011 | $3M | — | ADD 3% |
| 94 | Cambridge Investment Research Advisors, Inc. | 125,939125,939 | $3M | — | ADD 14% |
| 95 | Parallel Advisors, LLC | 123,341123,341 | $3M | — | TRIM -9% |
| 96 | SEI INVESTMENTS CO | 121,375121,375 | $3M | — | NEW |
| 97 | HOWLAND CAPITAL MANAGEMENT LLC | 116,960116,960 | $3M | — | — |
| 98 | Atria Investments, Inc | 114,709114,709 | $3M | — | ADD 3% |
| 99 | Centennial Advisors, LLC | 109,253109,253 | $2M | — | TRIM -8% |
| 100 | Pinnacle Financial Partners, Inc. | 107,299107,299 | $2M | — | — |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | 4.9M | 5.5M | 6.3M | 6.8M | 7.4M | 6.8M | $152M |
| BANK OF AMERICA CORP /DE/ | 2.4M | 2.7M | 3.5M | 3.4M | 3.5M | 3.8M | $85M |
| MORGAN STANLEY | 3.5M | 3.7M | 3.5M | 3.5M | 3.6M | 3.7M | $83M |
| GLOBALT Investments LLC / GA | 3.0M | 2.9M | 2.9M | 2.8M | 2.8M | 3.0M | $67M |
| NorthCoast Asset Management LLC | 23K | 645K | 694K | 1.1M | 1.9M | 2.6M | $59M |
| WELLS FARGO & COMPANY/MN | 1.5M | 2.0M | 2.0M | 2.0M | 2.5M | 2.5M | $56M |
| MERCER GLOBAL ADVISORS INC /ADV | 422K | 487K | 644K | 1.1M | 2.3M | 2.5M | $55M |
| ENVESTNET ASSET MANAGEMENT INC | 1.0M | 1.2M | 1.5M | 1.4M | 638K | 1.9M | $43M |
| RAYMOND JAMES FINANCIAL INC | 915K | 982K | 1.1M | 1.2M | 1.7M | 1.9M | $42M |
| LPL Financial LLC | 576K | 769K | 1.2M | 1.2M | 1.7M | 1.8M | $41M |
| Brookstone Capital Management | — | — | 9K | 11K | 1.7M | 1.7M | $39M |
| UBS Group AG | 845K | 1.1M | 1.1M | 1.1M | 1.3M | 1.7M | $38M |
| TRUE Private Wealth Advisors | — | 1.4M | 2.0M | 2.0M | 1.9M | 1.7M | $38M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 79K | 292K | 496K | 803K | 1.2M | 1.5M | $33M |
| Focus Partners Wealth | 402K | 232K | 1.2M | 1.2M | 1.4M | 1.4M | $32M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +1,263,050 | $28M | ADD |
| Connecticut Wealth Management, LLC | +1,030,037 | $23M | ADD |
| OneAscent Financial Services LLC | +813,004 | $18M | OPEN |
| NorthCoast Asset Management LLC | +696,718 | $16M | ADD |
| Stratos Wealth Advisors, LLC | +485,162 | $11M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| NewEdge Advisors, LLC | −1,744,511 | $39M | CLOSE |
| HM PAYSON & CO | −672,615 | $15M | TRIM |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | −431,286 | $10M | CLOSE |
| Global Retirement Partners, LLC | −322,051 | $7M | CLOSE |
| TRUE Private Wealth Advisors | −271,862 | $6M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 310 | 78,008,356 | — | $1.7B |
| 2025-Q4 | 300 | 72,283,374 | — | $1.6B |
| 2025-Q3 | 276 | 60,435,980 | — | $1.4B |
| 2025-Q2 | 256 | 55,782,055 | — | $1.3B |
| 2025-Q1 | 242 | 51,692,026 | — | $1.2B |
| 2024-Q4 | 226 | 43,891,268 | — | $967M |
| 2024-Q3 | 192 | 31,598,394 | — | $715M |
| 2024-Q2 | 170 | 28,466,028 | — | $628M |
| 2024-Q1 | 156 | 31,737,610 | — | $703M |
| 2023-Q4 | 132 | 24,574,352 | — | $550M |
| 2023-Q3 | 86 | 8,332,339 | — | $182M |
| 2023-Q2 | 76 | 8,293,114 | — | $184M |
| 2023-Q1 | 67 | 7,310,520 | — | $165M |
| 2022-Q4 | 50 | 6,576,853 | — | $141M |
| 2022-Q3 | 22 | 2,158,730 | — | $48M |
| 2022-Q2 | 17 | 1,946,921 | — | $45M |
| 2022-Q1 | 8 | 1,036,038 | — | $25M |
| 2021-Q4 | 10 | 1,085,503 | — | $27M |
| 2021-Q3 | 9 | 671,876 | — | $17M |
| 2021-Q2 | 8 | 1,028,949 | — | $26M |
| 2021-Q1 | 10 | 322,872 | — | $8M |
| 2020-Q4 | 10 | 512,053 | — | $13M |
| 2020-Q3 | 8 | 485,707 | — | $13M |
| 2020-Q2 | 7 | 426,119 | — | $11M |
| 2020-Q1 | 5 | 439,911 | — | $11M |
