IBTL

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$20.02

-0.01 (-0.05%)

USD · as of 2026-07-29 · marketstack

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

127 holders

% of shares outstanding held

—

Shares held (13F)

21,118,537

Reporting holders

127

Top holders

largest 100 of 127 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WELLS FARGO & COMPANY/MN	2,958,8263.0M	$60M	—	ADD 21%
2	TRUE Private Wealth Advisors	1,862,2841.9M	$38M	—	TRIM -4%
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	1,202,8141.2M	$25M	—	ADD 156%
4	TITLEIST ASSET MANAGEMENT, LLC	955,082955,082	$19M	—	ADD 6356%
5	ENVESTNET ASSET MANAGEMENT INC	857,874857,874	$17M	—	ADD 112%
6	BANK OF AMERICA CORP /DE/	788,860788,860	$16M	—	—
7	MORGAN STANLEY	717,089717,089	$15M	—	ADD 8%
8	Krilogy Financial LLC	705,440705,440	$14M	—	ADD 4%
9	AMERIPRISE FINANCIAL INC	652,473652,473	$13M	—	ADD 37%
10	PARK AVENUE SECURITIES LLC	541,312541,312	$11M	—	ADD 83%
11	Probity Advisors, Inc.	503,140503,140	$10M	—	ADD 11%
12	SHELTON WEALTH MANAGEMENT, LLC	495,824495,824	$10M	—	NEW
13	Legacy Private Trust Co.	428,215428,215	$9M	—	ADD 14%
14	Snowden Capital Advisors LLC	400,392400,392	$8M	—	—
15	Headland Capital, LLC	374,930374,930	$8M	—	ADD 2%
16	RAYMOND JAMES FINANCIAL INC	366,986366,986	$7M	—	TRIM -2%
17	UNITED CAPITAL FINANCIAL ADVISORS, LLC	363,176363,176	$7M	—	ADD 14%
18	HighTower Advisors, LLC	357,981357,981	$7M	—	ADD 5%
19	FORONJY FINANCIAL LLC	316,496316,496	$6M	—	ADD 3%
20	SPRENG CAPITAL MANAGEMENT, INC.	305,422305,422	$6M	—	ADD 13%
21	ROYAL BANK OF CANADA	293,263293,263	$6M	—	TRIM -15%
22	FAGAN ASSOCIATES, INC.	272,203272,203	$6M	—	—
23	Stockman Wealth Management, Inc.	252,186252,186	$5M	—	ADD 16%
24	MERCER GLOBAL ADVISORS INC /ADV	232,834232,834	$5M	—	ADD 6%
25	Yoder Wealth Management, Inc.	223,634223,634	$5M	—	ADD 3%
26	UBS Group AG	210,729210,729	$4M	—	ADD 5%
27	Asset Dedication, LLC	210,507210,507	$4M	—	ADD 47%
28	THOROUGHBRED FINANCIAL SERVICES, LLC	209,989209,989	$4M	—	ADD 12%
29	Parallel Advisors, LLC	200,701200,701	$4M	—	ADD 18%
30	Whalen Wealth Management Inc.	200,556200,556	$4M	—	—
31	Signature Wealth Management Group	181,499181,499	$4M	—	NEW
32	OneDigital Investment Advisors LLC	181,499181,499	$4M	—	NEW
33	CENTRAL TRUST Co	173,481173,481	$4M	—	ADD 5%
34	Accretive Wealth Partners, LLC	165,612165,612	$3M	—	—
35	STIFEL FINANCIAL CORP	161,562161,562	$3M	—	ADD 34%
36	Janney Montgomery Scott LLC	149,914149,914	$3M	—	ADD 68%
37	BOSTON FAMILY OFFICE LLC	123,346123,346	$3M	—	ADD 17%
38	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	121,290121,290	$2M	—	ADD 104%
39	GOLDMAN SACHS GROUP INC	110,412110,412	$2M	—	TRIM -18%
40	D.A. DAVIDSON & CO.	106,550106,550	$2M	—	ADD 250%
41	MOULTON WEALTH MANAGEMENT, INC	106,671106,671	$2M	—	NEW
42	LPL Financial LLC	96,47596,475	$2M	—	ADD 46%
43	HOWLAND CAPITAL MANAGEMENT LLC	86,26186,261	$2M	—	ADD 4%
44	Cetera Investment Advisers	79,80179,801	$2M	—	ADD 74%
45	Creative Planning	78,51978,519	$2M	—	ADD 3%
46	Tower Research Capital LLC (TRC)	75,88475,884	$2M	—	TRIM -45%
47	Private Advisor Group, LLC	72,23672,236	$1M	—	—
48	Smartleaf Asset Management LLC	72,23672,236	$1M	—	—
49	EIGHT 31 FINANCIAL, LLC	65,17865,178	$1M	—	—
50	L2 Asset Management, LLC	64,68864,688	$1M	—	ADD 9%
51	FIRST NATIONAL BANK OF OMAHA	63,58463,584	$1M	—	TRIM -25%
52	Integrated Wealth Concepts LLC	58,40258,402	$1M	—	ADD 126%
53	SHELTON CAPITAL MANAGEMENT	57,92157,921	$1M	—	NEW
54	CWM, LLC	57,68457,684	$1M	—	—
55	Valmark Advisers, Inc.	57,50957,509	$1M	—	ADD 4%
56	Financial Engines Advisors L.L.C.	57,44457,444	$1M	—	—
57	Associated Banc-Corp	41,15441,154	$839,496	—	ADD 6%
58	SIGNATUREFD, LLC	37,83437,834	$771,772	—	ADD 9%
59	LEAVELL INVESTMENT MANAGEMENT, INC.	36,31036,310	$740,684	—	ADD 69%
60	BENJAMIN EDWARDS INC	35,01335,013	$714,223	—	—
61	COMMONWEALTH EQUITY SERVICES, LLC	34,20834,208	$697,819	—	ADD 22%
62	NBC SECURITIES, INC.	33,75933,759	$688,646	—	TRIM -12%
63	Cerity Partners LLC	33,22233,222	$677,692	—	ADD 34%
64	JANE STREET GROUP, LLC	31,59931,599	$644,585	—	NEW
65	JIM SAULNIER & ASSOCIATES, LLC	31,44631,446	$641,466	—	ADD 45%
66	Kestra Advisory Services, LLC	31,41031,410	$640,722	—	TRIM -6%
67	Montecito Bank & Trust	29,60129,601	$603,828	—	ADD 14%
68	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,96327,963	$570,414	—	NEW
69	Compass Ion Advisors, LLC	26,18126,181	$534,064	—	—
70	Atlantic Private Wealth, LLC	25,71025,710	$524,455	—	—
71	Leo Wealth, LLC	24,94724,947	$508,894	—	—
72	National Philanthropic Trust	24,60624,606	$501,935	—	—
73	AQR CAPITAL MANAGEMENT LLC	23,63723,637	$482,169	—	—
74	Old Port Advisors	23,32123,321	$475,723	—	NEW
75	IFP Advisors, Inc	21,85821,858	$445,879	—	ADD 4%
76	Visionary Wealth Advisors	20,67920,679	$421,829	—	ADD 4%
77	Granite Harbor Advisors, Inc.	20,59020,590	$420,013	—	NEW
78	Summit Wealth Partners, LLC	20,41620,416	$416,464	—	—
79	CARY STREET PARTNERS FINANCIAL LLC	20,01920,019	$408,366	—	TRIM -5%
80	Jacobi Capital Management LLC	19,67019,670	$401,254	—	ADD 2%
81	CGN Advisors LLC	18,89618,896	$385,458	—	ADD 20%
82	OSAIC HOLDINGS, INC.	17,92517,925	$365,616	—	—
83	Kestra Investment Management, LLC	16,96616,966	$346,095	—	—
84	Reliant Wealth Planning	16,89816,898	$344,701	—	—
85	DecisionMap Wealth Management, LLC	16,72116,721	$341,090	—	—
86	HARBOUR INVESTMENTS, INC.	16,63616,636	$339,373	—	TRIM -10%
87	STAR Financial Bank	16,56316,563	$337,867	—	TRIM -22%
88	BIP Wealth, LLC	16,10516,105	$328,524	—	ADD 34%
89	Capital Investment Advisors, LLC	14,76614,766	$301,216	—	ADD 21%
90	SMITHBRIDGE ASSET MANAGEMENT INC/DE	14,70014,700	$299,864	—	TRIM -50%
91	CAPTRUST FINANCIAL ADVISORS	14,59014,590	$297,619	—	TRIM -25%
92	Keeler Thomas Management LLC	14,22114,221	$290,088	—	TRIM -84%
93	Guidance Point Advisors, LLC	13,49113,491	$275,202	—	ADD 5%
94	Jaffetilchin Investment Partners, LLC	13,45013,450	$274,361	—	—
95	Great Diamond Partners, LLC	12,64912,649	$258,026	—	NEW
96	COLDSTREAM CAPITAL MANAGEMENT INC	11,36711,367	$231,875	—	ADD 6%
97	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	11,32711,327	$231,059	—	—
98	Koshinski Asset Management, Inc.	10,59510,595	$216,117	—	ADD 2%
99	Elevation Advisory Partners LLC	9,9309,930	$203,416	—	NEW
100	Lido Advisors, LLC	9,9489,948	$202,928	—	NEW

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

WELLS FARGO & COMPANY/MN

2.1M

2.2M

2.3M

2.4M

3.0M

$60M

TRUE Private Wealth Advisors

—

1.7M

1.9M

$38M

CONFLUENCE INVESTMENT MANAGEMENT LLC

—

307K

305K

297K

470K

1.2M

$25M

TITLEIST ASSET MANAGEMENT, LLC

—

15K

955K

$19M

ENVESTNET ASSET MANAGEMENT INC

33K

91K

160K

245K

405K

858K

$17M

BANK OF AMERICA CORP /DE/

632K

790K

874K

806K

773K

789K

$16M

MORGAN STANLEY

373K

402K

408K

721K

661K

717K

$15M

Krilogy Financial LLC

490K

576K

572K

649K

678K

705K

$14M

AMERIPRISE FINANCIAL INC

517K

527K

353K

495K

475K

652K

$13M

PARK AVENUE SECURITIES LLC

188K

279K

332K

400K

295K

541K

$11M

Probity Advisors, Inc.

184K

285K

355K

407K

452K

503K

$10M

SHELTON WEALTH MANAGEMENT, LLC

—

496K

$10M

Legacy Private Trust Co.

—

374K

428K

$9M

Snowden Capital Advisors LLC

342K

375K

376K

381K

397K

400K

$8M

Headland Capital, LLC

—

327K

343K

356K

366K

375K

$8M

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	127	21,118,537	—	$431M
2025-Q4	120	17,080,111	—	$351M
2025-Q3	109	16,402,670	—	$337M
2025-Q2	95	14,620,328	—	$300M
2025-Q1	88	13,869,849	—	$282M
2024-Q4	76	9,769,594	—	$193M
2024-Q3	71	8,186,406	—	$170M
2024-Q2	57	7,562,886	—	$151M
2024-Q1	49	7,442,792	—	$150M
2023-Q4	45	7,134,430	—	$147M
2023-Q3	34	5,202,211	—	$102M
2023-Q2	25	3,017,406	—	$62M
2023-Q1	22	1,477,404

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 IBTL · 2026-Q1 methodology → sources →

127 holders

% of shares outstanding held

—

Shares held (13F)

21,118,537

Reporting holders

127

Top holders

largest 100 of 127 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WELLS FARGO & COMPANY/MN	2,958,8263.0M	$60M	—	ADD 21%
2	TRUE Private Wealth Advisors	1,862,2841.9M	$38M	—	TRIM -4%
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	1,202,8141.2M	$25M	—	ADD 156%
4	TITLEIST ASSET MANAGEMENT, LLC	955,082955,082	$19M	—	ADD 6356%
5	ENVESTNET ASSET MANAGEMENT INC	857,874857,874	$17M	—	ADD 112%
6	BANK OF AMERICA CORP /DE/	788,860788,860	$16M	—	—
7	MORGAN STANLEY	717,089717,089	$15M	—	ADD 8%
8	Krilogy Financial LLC	705,440705,440	$14M	—	ADD 4%
9	AMERIPRISE FINANCIAL INC	652,473652,473	$13M	—	ADD 37%
10	PARK AVENUE SECURITIES LLC	541,312541,312	$11M	—	ADD 83%
11	Probity Advisors, Inc.	503,140503,140	$10M	—	ADD 11%
12	SHELTON WEALTH MANAGEMENT, LLC	495,824495,824	$10M	—	NEW
13	Legacy Private Trust Co.	428,215428,215	$9M	—	ADD 14%
14	Snowden Capital Advisors LLC	400,392400,392	$8M	—	—
15	Headland Capital, LLC	374,930374,930	$8M	—	ADD 2%
16	RAYMOND JAMES FINANCIAL INC	366,986366,986	$7M	—	TRIM -2%
17	UNITED CAPITAL FINANCIAL ADVISORS, LLC	363,176363,176	$7M	—	ADD 14%
18	HighTower Advisors, LLC	357,981357,981	$7M	—	ADD 5%
19	FORONJY FINANCIAL LLC	316,496316,496	$6M	—	ADD 3%
20	SPRENG CAPITAL MANAGEMENT, INC.	305,422305,422	$6M	—	ADD 13%
21	ROYAL BANK OF CANADA	293,263293,263	$6M	—	TRIM -15%
22	FAGAN ASSOCIATES, INC.	272,203272,203	$6M	—	—
23	Stockman Wealth Management, Inc.	252,186252,186	$5M	—	ADD 16%
24	MERCER GLOBAL ADVISORS INC /ADV	232,834232,834	$5M	—	ADD 6%
25	Yoder Wealth Management, Inc.	223,634223,634	$5M	—	ADD 3%
26	UBS Group AG	210,729210,729	$4M	—	ADD 5%
27	Asset Dedication, LLC	210,507210,507	$4M	—	ADD 47%
28	THOROUGHBRED FINANCIAL SERVICES, LLC	209,989209,989	$4M	—	ADD 12%
29	Parallel Advisors, LLC	200,701200,701	$4M	—	ADD 18%
30	Whalen Wealth Management Inc.	200,556200,556	$4M	—	—
31	Signature Wealth Management Group	181,499181,499	$4M	—	NEW
32	OneDigital Investment Advisors LLC	181,499181,499	$4M	—	NEW
33	CENTRAL TRUST Co	173,481173,481	$4M	—	ADD 5%
34	Accretive Wealth Partners, LLC	165,612165,612	$3M	—	—
35	STIFEL FINANCIAL CORP	161,562161,562	$3M	—	ADD 34%
36	Janney Montgomery Scott LLC	149,914149,914	$3M	—	ADD 68%
37	BOSTON FAMILY OFFICE LLC	123,346123,346	$3M	—	ADD 17%
38	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	121,290121,290	$2M	—	ADD 104%
39	GOLDMAN SACHS GROUP INC	110,412110,412	$2M	—	TRIM -18%
40	D.A. DAVIDSON & CO.	106,550106,550	$2M	—	ADD 250%
41	MOULTON WEALTH MANAGEMENT, INC	106,671106,671	$2M	—	NEW
42	LPL Financial LLC	96,47596,475	$2M	—	ADD 46%
43	HOWLAND CAPITAL MANAGEMENT LLC	86,26186,261	$2M	—	ADD 4%
44	Cetera Investment Advisers	79,80179,801	$2M	—	ADD 74%
45	Creative Planning	78,51978,519	$2M	—	ADD 3%
46	Tower Research Capital LLC (TRC)	75,88475,884	$2M	—	TRIM -45%
47	Private Advisor Group, LLC	72,23672,236	$1M	—	—
48	Smartleaf Asset Management LLC	72,23672,236	$1M	—	—
49	EIGHT 31 FINANCIAL, LLC	65,17865,178	$1M	—	—
50	L2 Asset Management, LLC	64,68864,688	$1M	—	ADD 9%
51	FIRST NATIONAL BANK OF OMAHA	63,58463,584	$1M	—	TRIM -25%
52	Integrated Wealth Concepts LLC	58,40258,402	$1M	—	ADD 126%
53	SHELTON CAPITAL MANAGEMENT	57,92157,921	$1M	—	NEW
54	CWM, LLC	57,68457,684	$1M	—	—
55	Valmark Advisers, Inc.	57,50957,509	$1M	—	ADD 4%
56	Financial Engines Advisors L.L.C.	57,44457,444	$1M	—	—
57	Associated Banc-Corp	41,15441,154	$839,496	—	ADD 6%
58	SIGNATUREFD, LLC	37,83437,834	$771,772	—	ADD 9%
59	LEAVELL INVESTMENT MANAGEMENT, INC.	36,31036,310	$740,684	—	ADD 69%
60	BENJAMIN EDWARDS INC	35,01335,013	$714,223	—	—
61	COMMONWEALTH EQUITY SERVICES, LLC	34,20834,208	$697,819	—	ADD 22%
62	NBC SECURITIES, INC.	33,75933,759	$688,646	—	TRIM -12%
63	Cerity Partners LLC	33,22233,222	$677,692	—	ADD 34%
64	JANE STREET GROUP, LLC	31,59931,599	$644,585	—	NEW
65	JIM SAULNIER & ASSOCIATES, LLC	31,44631,446	$641,466	—	ADD 45%
66	Kestra Advisory Services, LLC	31,41031,410	$640,722	—	TRIM -6%
67	Montecito Bank & Trust	29,60129,601	$603,828	—	ADD 14%
68	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,96327,963	$570,414	—	NEW
69	Compass Ion Advisors, LLC	26,18126,181	$534,064	—	—
70	Atlantic Private Wealth, LLC	25,71025,710	$524,455	—	—
71	Leo Wealth, LLC	24,94724,947	$508,894	—	—
72	National Philanthropic Trust	24,60624,606	$501,935	—	—
73	AQR CAPITAL MANAGEMENT LLC	23,63723,637	$482,169	—	—
74	Old Port Advisors	23,32123,321	$475,723	—	NEW
75	IFP Advisors, Inc	21,85821,858	$445,879	—	ADD 4%
76	Visionary Wealth Advisors	20,67920,679	$421,829	—	ADD 4%
77	Granite Harbor Advisors, Inc.	20,59020,590	$420,013	—	NEW
78	Summit Wealth Partners, LLC	20,41620,416	$416,464	—	—
79	CARY STREET PARTNERS FINANCIAL LLC	20,01920,019	$408,366	—	TRIM -5%
80	Jacobi Capital Management LLC	19,67019,670	$401,254	—	ADD 2%
81	CGN Advisors LLC	18,89618,896	$385,458	—	ADD 20%
82	OSAIC HOLDINGS, INC.	17,92517,925	$365,616	—	—
83	Kestra Investment Management, LLC	16,96616,966	$346,095	—	—
84	Reliant Wealth Planning	16,89816,898	$344,701	—	—
85	DecisionMap Wealth Management, LLC	16,72116,721	$341,090	—	—
86	HARBOUR INVESTMENTS, INC.	16,63616,636	$339,373	—	TRIM -10%
87	STAR Financial Bank	16,56316,563	$337,867	—	TRIM -22%
88	BIP Wealth, LLC	16,10516,105	$328,524	—	ADD 34%
89	Capital Investment Advisors, LLC	14,76614,766	$301,216	—	ADD 21%
90	SMITHBRIDGE ASSET MANAGEMENT INC/DE	14,70014,700	$299,864	—	TRIM -50%
91	CAPTRUST FINANCIAL ADVISORS	14,59014,590	$297,619	—	TRIM -25%
92	Keeler Thomas Management LLC	14,22114,221	$290,088	—	TRIM -84%
93	Guidance Point Advisors, LLC	13,49113,491	$275,202	—	ADD 5%
94	Jaffetilchin Investment Partners, LLC	13,45013,450	$274,361	—	—
95	Great Diamond Partners, LLC	12,64912,649	$258,026	—	NEW
96	COLDSTREAM CAPITAL MANAGEMENT INC	11,36711,367	$231,875	—	ADD 6%
97	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	11,32711,327	$231,059	—	—
98	Koshinski Asset Management, Inc.	10,59510,595	$216,117	—	ADD 2%
99	Elevation Advisory Partners LLC	9,9309,930	$203,416	—	NEW
100	Lido Advisors, LLC	9,9489,948	$202,928	—	NEW

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

WELLS FARGO & COMPANY/MN

2.1M

2.2M

2.3M

2.4M

3.0M

$60M

TRUE Private Wealth Advisors

—

1.7M

1.9M

$38M

CONFLUENCE INVESTMENT MANAGEMENT LLC

—

307K

305K

297K

470K

1.2M

$25M

TITLEIST ASSET MANAGEMENT, LLC

—

15K

955K

$19M

ENVESTNET ASSET MANAGEMENT INC

33K

91K

160K

245K

405K

858K

$17M

BANK OF AMERICA CORP /DE/

632K

790K

874K

806K

773K

789K

$16M

MORGAN STANLEY

373K

402K

408K

721K

661K

717K

$15M

Krilogy Financial LLC

490K

576K

572K

649K

678K

705K

$14M

AMERIPRISE FINANCIAL INC

517K

527K

353K

495K

475K

652K

$13M

PARK AVENUE SECURITIES LLC

188K

279K

332K

400K

295K

541K

$11M

Probity Advisors, Inc.

184K

285K

355K

407K

452K

503K

$10M

SHELTON WEALTH MANAGEMENT, LLC

—

496K

$10M

Legacy Private Trust Co.

—

374K

428K

$9M

Snowden Capital Advisors LLC

342K

375K

376K

381K

397K

400K

$8M

Headland Capital, LLC

—

327K

343K

356K

366K

375K

$8M

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	127	21,118,537	—	$431M
2025-Q4	120	17,080,111	—	$351M
2025-Q3	109	16,402,670	—	$337M
2025-Q2	95	14,620,328	—	$300M
2025-Q1	88	13,869,849	—	$282M
2024-Q4	76	9,769,594	—	$193M
2024-Q3	71	8,186,406	—	$170M
2024-Q2	57	7,562,886	—	$151M
2024-Q1	49	7,442,792	—	$150M
2023-Q4	45	7,134,430	—	$147M
2023-Q3	34	5,202,211	—	$102M
2023-Q2	25	3,017,406	—	$62M
2023-Q1	22	1,477,404

Short interest has its own tab now — open SI →

IBTL☆

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

Top holders

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

Institutional footprint by quarter

IBTL