IBTM

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$22.48

+0.00 (+0.00%)

USD · as of 2026-07-30 · marketstack

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

114 holders

FUNDISHARES TRA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

14,974,522

Reporting holders

114

% of shares outstanding is not shown for IBTM: 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.

Active share of register100.0%111 active filers

Index / screened out0.0%3 filers

Reporting holders1142026-Q1

Top-10 concentration55.0%

HHI0.0511

Effective holders19.6

Crowding percentile—

Crowding percentile withheld — no market cap for IBTM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 114 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Krilogy Financial LLC	2,448,3132.4M	$56M	—	TRIM -9%
2	UBS Group AG	995,710995,710	$23M	—	ADD 4%
3	Parcion Private Wealth LLC	893,909893,909	$20M	—	NEW
4	MORGAN STANLEY	848,984848,984	$19M	—	ADD 3%
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	804,094804,094	$18M	—	ADD 102%
6	Janney Montgomery Scott LLC	551,409551,409	$13M	—	ADD 13%
7	RAYMOND JAMES FINANCIAL INC	527,222527,222	$12M	—	ADD 7%
8	D.A. DAVIDSON & CO.	421,783421,783	$10M	—	ADD 3%
9	TRUIST FINANCIAL CORP	373,676373,676	$9M	—	ADD 4%
10	Snowden Capital Advisors LLC	369,187369,187	$8M	—	—
11	ENVESTNET ASSET MANAGEMENT INC	352,822352,822	$8M	—	NEW
12	WELLS FARGO & COMPANY/MN	351,071351,071	$8M	—	ADD 7%
13	Legacy Private Trust Co.	340,080340,080	$8M	—	ADD 13%
14	Probity Advisors, Inc.	318,937318,937	$7M	—	ADD 110%
15	UNITED CAPITAL FINANCIAL ADVISORS, LLC	304,411304,411	$7M	—	ADD 22%
16	AMERIPRISE FINANCIAL INC	282,765282,765	$6M	—	TRIM -25%
17	HighTower Advisors, LLC	279,945279,945	$6M	—	ADD 4%
18	Atlantic Private Wealth, LLC	234,626234,626	$5M	—	ADD 6%
19	Stockman Wealth Management, Inc.	200,616200,616	$5M	—	ADD 35%
20	MERCER GLOBAL ADVISORS INC /ADV	199,069199,069	$5M	—	ADD 7%
21	CITADEL ADVISORS LLC	192,879192,879	$4M	—	ADD 96%
22	Asset Dedication, LLC	189,016189,016	$4M	—	ADD 74%
23	BANK OF AMERICA CORP /DE/	187,988187,988	$4M	—	—
24	LPL Financial LLC	182,760182,760	$4M	—	ADD 8%
25	PARK AVENUE SECURITIES LLC	167,713167,713	$4M	—	ADD 3%
26	Parallel Advisors, LLC	162,870162,870	$4M	—	ADD 147%
27	JAMES INVESTMENT RESEARCH, INC.	155,795155,795	$4M	—	TRIM -3%
28	Yoder Wealth Management, Inc.	155,330155,330	$4M	—	ADD 55%
29	Accretive Wealth Partners, LLC	147,762147,762	$3M	—	—
30	ROYAL BANK OF CANADA	145,272145,272	$3M	—	—
31	STIFEL FINANCIAL CORP	128,214128,214	$3M	—	ADD 24%
32	Cambridge Investment Research Advisors, Inc.	125,867125,867	$3M	—	NEW
33	THOROUGHBRED FINANCIAL SERVICES, LLC	108,602108,602	$2M	—	ADD 10%
34	CENTRAL TRUST Co	106,501106,501	$2M	—	ADD 110%
35	Sanctuary Advisors, LLC	96,82496,824	$2M	—	ADD 4%
36	TITLEIST ASSET MANAGEMENT, LLC	91,66891,668	$2M	—	NEW
37	GOLDMAN SACHS GROUP INC	83,53583,535	$2M	—	—
38	Tower Research Capital LLC (TRC)	83,12383,123	$2M	—	ADD 36%
39	Cetera Investment Advisers	78,49878,498	$2M	—	TRIM -60%
40	BOSTON FAMILY OFFICE LLC	74,67974,679	$2M	—	ADD 3%
41	CWM, LLC	53,03453,034	$1M	—	—
42	JANE STREET GROUP, LLC	52,37352,373	$1M	—	NEW
43	FIRST NATIONAL BANK OF OMAHA	50,42450,424	$1M	—	TRIM -25%
44	Private Advisor Group, LLC	49,37749,377	$1M	—	ADD 3%
45	Cushing Capital Partners, LLC	47,12347,123	$1M	—	ADD 4%
46	VERUS CAPITAL PARTNERS, LLC	46,65246,652	$1M	—	ADD 46%
47	IFP Advisors, Inc	46,12146,121	$1M	—	ADD 8%
48	Visionary Wealth Advisors	45,70445,704	$1M	—	—
49	Reliant Wealth Planning	40,75340,753	$934,483	—	—
50	HARMONY ASSET MANAGEMENT LLC	38,52738,527	$883,432	—	—
51	COMMONWEALTH EQUITY SERVICES, LLC	35,95035,950	$824,361	—	ADD 6%
52	BENJAMIN EDWARDS INC	30,94030,940	$709,480	—	—
53	Integrated Wealth Concepts LLC	30,66630,666	$703,175	—	ADD 49%
54	CAPTRUST FINANCIAL ADVISORS	29,52029,520	$676,911	—	—
55	EVEXIA WEALTH LLC	28,26328,263	$647,656	—	ADD 17%
56	L2 Asset Management, LLC	27,86227,862	$638,894	—	—
57	Kestra Advisory Services, LLC	26,73626,736	$613,067	—	ADD 18%
58	Financial Engines Advisors L.L.C.	26,65826,658	$611,279	—	ADD 3%
59	4WEALTH ADVISORS, INC.	24,32524,325	$556,436	—	ADD 18%
60	Associated Banc-Corp	23,94323,943	$549,022	—	ADD 37%
61	LEAVELL INVESTMENT MANAGEMENT, INC.	23,87023,870	$547,349	—	NEW
62	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22,46722,467	$515,177	—	ADD 17%
63	HEADINVEST, LLC	20,77920,779	$476,471	—	TRIM -9%
64	AQR CAPITAL MANAGEMENT LLC	18,95218,952	$434,577	—	—
65	MML INVESTORS SERVICES, LLC	18,77518,775	$430,526	—	TRIM -7%
66	Jacobi Capital Management LLC	17,45617,456	$400,279	—	ADD 2%
67	Leo Wealth, LLC	17,22517,225	$394,967	—	—
68	Brookstone Capital Management	15,42815,428	$353,770	—	TRIM -3%
69	Hyposwiss Advisors SA	15,19015,190	$348,313	—	—
70	Kestra Investment Management, LLC	14,97414,974	$343,357	—	—
71	Guidance Point Advisors, LLC	14,61514,615	$335,128	—	ADD 7%
72	CARY STREET PARTNERS FINANCIAL LLC	14,61314,613	$335,082	—	TRIM -6%
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,36414,364	$329,372	—	NEW
74	OSAIC HOLDINGS, INC.	13,60213,602	$311,811	—	TRIM -14%
75	Greater Midwest Financial Group, LLC	13,47613,476	$309,016	—	TRIM -4%
76	Keeler Thomas Management LLC	12,75512,755	$292,483	—	TRIM -75%
77	Jaffetilchin Investment Partners, LLC	12,05412,054	$276,401	—	—
78	MBA Advisors LLC	12,03012,030	$275,853	—	NEW
79	MOULTON WEALTH MANAGEMENT, INC	11,89211,892	$272,053	—	NEW
80	Gladstone Institutional Advisory LLC	11,46411,464	$262,874	—	ADD 6%
81	Compass Ion Advisors, LLC	11,20011,200	$256,821	—	—
82	COLDSTREAM CAPITAL MANAGEMENT INC	10,14910,149	$232,721	—	ADD 6%
83	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10,07310,073	$230,978	—	—
84	Lido Advisors, LLC	10,02510,025	$229,877	—	ADD 3%
85	JIM SAULNIER & ASSOCIATES, LLC	9,6139,613	$220,423	—	NEW
86	Strait & Sound Wealth Management LLC	9,5549,554	$219,077	—	NEW
87	STAR Financial Bank	9,0029,002	$206,419	—	TRIM -26%
88	HRT FINANCIAL LP	8,8268,826	$202,000	—	NEW
89	SIGNATUREFD, LLC	8,8078,807	$201,948	—	—
90	Atlantic Union Bankshares Corp	6,7296,729	$154,299	—	—
91	JPL Wealth Management, LLC	6,6536,653	$152,556	—	NEW
92	Clayton Financial Group LLC	5,7635,763	$132,148	—	TRIM -11%
93	Physician Wealth Advisors, Inc.	4,4704,470	$102,499	—	—
94	CNB Bank	3,4263,426	$78,559	—	—
95	McIlrath & Eck, LLC	3,1623,162	$72,517	—	NEW
96	FIFTH THIRD BANCORP	2,7752,775	$63,632	—	NEW
97	Cherry Tree Wealth Management, LLC	2,3652,365	$54,231	—	—
98	Clearstead Trust, LLC	1,9541,954	$44,806	—	NEW
99	Bogart Wealth, LLC	1,7751,775	$40,701	—	—
100	HARBOUR INVESTMENTS, INC.	1,7741,774	$40,698	—	ADD 15%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 77 bought / 24 sold · net +2,404,314 shares · 25.6d of ADV

Bought77 filers

Shares: 3,129,589
Value: $72M
Opened: 21 · 1,626,411 sh
Days of ADV: 33.4d

Sold24 filers

Shares: 725,275
Value: $17M
Closed: 5 · 208,867 sh
Days of ADV: 7.7d

Net (all filers) +2,404,314 sh · $55M · 19.1% of the prior register

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

Krilogy Financial LLC

1.6M

2.0M

2.5M

2.7M

2.4M

$56M

UBS Group AG

1.6M

808K

830K

955K

996K

$23M

Parcion Private Wealth LLC

—

937K

—

902K

—

894K

$20M

MORGAN STANLEY

374K

398K

417K

828K

826K

849K

$19M

CONFLUENCE INVESTMENT MANAGEMENT LLC

426K

428K

419K

397K

804K

$18M

Janney Montgomery Scott LLC

—

469K

486K

551K

$13M

RAYMOND JAMES FINANCIAL INC

343K

423K

436K

474K

492K

527K

$12M

D.A. DAVIDSON & CO.

—

348K

401K

410K

422K

$10M

TRUIST FINANCIAL CORP

327K

330K

348K

360K

359K

374K

$9M

Snowden Capital Advisors LLC

47K

49K

351K

365K

369K

$8M

ENVESTNET ASSET MANAGEMENT INC

43K

60K

93K

110K

—

353K

$8M

WELLS FARGO & COMPANY/MN

139K

171K

176K

296K

327K

351K

$8M

Legacy Private Trust Co.

—

302K

340K

$8M

Probity Advisors, Inc.

134K

146K

155K

156K

152K

319K

$7M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

—

19K

46K

67K

249K

304K

$7M

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	114	14,974,522	—	$343M
2025-Q4	98	12,570,208	—	$290M
2025-Q3	96	11,930,476	—	$276M
2025-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.

▸Register gapwho owns your peers and not you

13F

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

114 holders

% of shares outstanding held

—

Shares held (13F)

14,974,522

Reporting holders

114

Active share of register100.0%111 active filers

Index / screened out0.0%3 filers

Reporting holders1142026-Q1

Top-10 concentration55.0%

HHI0.0511

Effective holders19.6

Crowding percentile—

Crowding percentile withheld — no market cap for IBTM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 114 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Krilogy Financial LLC	2,448,3132.4M	$56M	—	TRIM -9%
2	UBS Group AG	995,710995,710	$23M	—	ADD 4%
3	Parcion Private Wealth LLC	893,909893,909	$20M	—	NEW
4	MORGAN STANLEY	848,984848,984	$19M	—	ADD 3%
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	804,094804,094	$18M	—	ADD 102%
6	Janney Montgomery Scott LLC	551,409551,409	$13M	—	ADD 13%
7	RAYMOND JAMES FINANCIAL INC	527,222527,222	$12M	—	ADD 7%
8	D.A. DAVIDSON & CO.	421,783421,783	$10M	—	ADD 3%
9	TRUIST FINANCIAL CORP	373,676373,676	$9M	—	ADD 4%
10	Snowden Capital Advisors LLC	369,187369,187	$8M	—	—
11	ENVESTNET ASSET MANAGEMENT INC	352,822352,822	$8M	—	NEW
12	WELLS FARGO & COMPANY/MN	351,071351,071	$8M	—	ADD 7%
13	Legacy Private Trust Co.	340,080340,080	$8M	—	ADD 13%
14	Probity Advisors, Inc.	318,937318,937	$7M	—	ADD 110%
15	UNITED CAPITAL FINANCIAL ADVISORS, LLC	304,411304,411	$7M	—	ADD 22%
16	AMERIPRISE FINANCIAL INC	282,765282,765	$6M	—	TRIM -25%
17	HighTower Advisors, LLC	279,945279,945	$6M	—	ADD 4%
18	Atlantic Private Wealth, LLC	234,626234,626	$5M	—	ADD 6%
19	Stockman Wealth Management, Inc.	200,616200,616	$5M	—	ADD 35%
20	MERCER GLOBAL ADVISORS INC /ADV	199,069199,069	$5M	—	ADD 7%
21	CITADEL ADVISORS LLC	192,879192,879	$4M	—	ADD 96%
22	Asset Dedication, LLC	189,016189,016	$4M	—	ADD 74%
23	BANK OF AMERICA CORP /DE/	187,988187,988	$4M	—	—
24	LPL Financial LLC	182,760182,760	$4M	—	ADD 8%
25	PARK AVENUE SECURITIES LLC	167,713167,713	$4M	—	ADD 3%
26	Parallel Advisors, LLC	162,870162,870	$4M	—	ADD 147%
27	JAMES INVESTMENT RESEARCH, INC.	155,795155,795	$4M	—	TRIM -3%
28	Yoder Wealth Management, Inc.	155,330155,330	$4M	—	ADD 55%
29	Accretive Wealth Partners, LLC	147,762147,762	$3M	—	—
30	ROYAL BANK OF CANADA	145,272145,272	$3M	—	—
31	STIFEL FINANCIAL CORP	128,214128,214	$3M	—	ADD 24%
32	Cambridge Investment Research Advisors, Inc.	125,867125,867	$3M	—	NEW
33	THOROUGHBRED FINANCIAL SERVICES, LLC	108,602108,602	$2M	—	ADD 10%
34	CENTRAL TRUST Co	106,501106,501	$2M	—	ADD 110%
35	Sanctuary Advisors, LLC	96,82496,824	$2M	—	ADD 4%
36	TITLEIST ASSET MANAGEMENT, LLC	91,66891,668	$2M	—	NEW
37	GOLDMAN SACHS GROUP INC	83,53583,535	$2M	—	—
38	Tower Research Capital LLC (TRC)	83,12383,123	$2M	—	ADD 36%
39	Cetera Investment Advisers	78,49878,498	$2M	—	TRIM -60%
40	BOSTON FAMILY OFFICE LLC	74,67974,679	$2M	—	ADD 3%
41	CWM, LLC	53,03453,034	$1M	—	—
42	JANE STREET GROUP, LLC	52,37352,373	$1M	—	NEW
43	FIRST NATIONAL BANK OF OMAHA	50,42450,424	$1M	—	TRIM -25%
44	Private Advisor Group, LLC	49,37749,377	$1M	—	ADD 3%
45	Cushing Capital Partners, LLC	47,12347,123	$1M	—	ADD 4%
46	VERUS CAPITAL PARTNERS, LLC	46,65246,652	$1M	—	ADD 46%
47	IFP Advisors, Inc	46,12146,121	$1M	—	ADD 8%
48	Visionary Wealth Advisors	45,70445,704	$1M	—	—
49	Reliant Wealth Planning	40,75340,753	$934,483	—	—
50	HARMONY ASSET MANAGEMENT LLC	38,52738,527	$883,432	—	—
51	COMMONWEALTH EQUITY SERVICES, LLC	35,95035,950	$824,361	—	ADD 6%
52	BENJAMIN EDWARDS INC	30,94030,940	$709,480	—	—
53	Integrated Wealth Concepts LLC	30,66630,666	$703,175	—	ADD 49%
54	CAPTRUST FINANCIAL ADVISORS	29,52029,520	$676,911	—	—
55	EVEXIA WEALTH LLC	28,26328,263	$647,656	—	ADD 17%
56	L2 Asset Management, LLC	27,86227,862	$638,894	—	—
57	Kestra Advisory Services, LLC	26,73626,736	$613,067	—	ADD 18%
58	Financial Engines Advisors L.L.C.	26,65826,658	$611,279	—	ADD 3%
59	4WEALTH ADVISORS, INC.	24,32524,325	$556,436	—	ADD 18%
60	Associated Banc-Corp	23,94323,943	$549,022	—	ADD 37%
61	LEAVELL INVESTMENT MANAGEMENT, INC.	23,87023,870	$547,349	—	NEW
62	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22,46722,467	$515,177	—	ADD 17%
63	HEADINVEST, LLC	20,77920,779	$476,471	—	TRIM -9%
64	AQR CAPITAL MANAGEMENT LLC	18,95218,952	$434,577	—	—
65	MML INVESTORS SERVICES, LLC	18,77518,775	$430,526	—	TRIM -7%
66	Jacobi Capital Management LLC	17,45617,456	$400,279	—	ADD 2%
67	Leo Wealth, LLC	17,22517,225	$394,967	—	—
68	Brookstone Capital Management	15,42815,428	$353,770	—	TRIM -3%
69	Hyposwiss Advisors SA	15,19015,190	$348,313	—	—
70	Kestra Investment Management, LLC	14,97414,974	$343,357	—	—
71	Guidance Point Advisors, LLC	14,61514,615	$335,128	—	ADD 7%
72	CARY STREET PARTNERS FINANCIAL LLC	14,61314,613	$335,082	—	TRIM -6%
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,36414,364	$329,372	—	NEW
74	OSAIC HOLDINGS, INC.	13,60213,602	$311,811	—	TRIM -14%
75	Greater Midwest Financial Group, LLC	13,47613,476	$309,016	—	TRIM -4%
76	Keeler Thomas Management LLC	12,75512,755	$292,483	—	TRIM -75%
77	Jaffetilchin Investment Partners, LLC	12,05412,054	$276,401	—	—
78	MBA Advisors LLC	12,03012,030	$275,853	—	NEW
79	MOULTON WEALTH MANAGEMENT, INC	11,89211,892	$272,053	—	NEW
80	Gladstone Institutional Advisory LLC	11,46411,464	$262,874	—	ADD 6%
81	Compass Ion Advisors, LLC	11,20011,200	$256,821	—	—
82	COLDSTREAM CAPITAL MANAGEMENT INC	10,14910,149	$232,721	—	ADD 6%
83	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10,07310,073	$230,978	—	—
84	Lido Advisors, LLC	10,02510,025	$229,877	—	ADD 3%
85	JIM SAULNIER & ASSOCIATES, LLC	9,6139,613	$220,423	—	NEW
86	Strait & Sound Wealth Management LLC	9,5549,554	$219,077	—	NEW
87	STAR Financial Bank	9,0029,002	$206,419	—	TRIM -26%
88	HRT FINANCIAL LP	8,8268,826	$202,000	—	NEW
89	SIGNATUREFD, LLC	8,8078,807	$201,948	—	—
90	Atlantic Union Bankshares Corp	6,7296,729	$154,299	—	—
91	JPL Wealth Management, LLC	6,6536,653	$152,556	—	NEW
92	Clayton Financial Group LLC	5,7635,763	$132,148	—	TRIM -11%
93	Physician Wealth Advisors, Inc.	4,4704,470	$102,499	—	—
94	CNB Bank	3,4263,426	$78,559	—	—
95	McIlrath & Eck, LLC	3,1623,162	$72,517	—	NEW
96	FIFTH THIRD BANCORP	2,7752,775	$63,632	—	NEW
97	Cherry Tree Wealth Management, LLC	2,3652,365	$54,231	—	—
98	Clearstead Trust, LLC	1,9541,954	$44,806	—	NEW
99	Bogart Wealth, LLC	1,7751,775	$40,701	—	—
100	HARBOUR INVESTMENTS, INC.	1,7741,774	$40,698	—	ADD 15%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 77 bought / 24 sold · net +2,404,314 shares · 25.6d of ADV

Bought77 filers

Shares: 3,129,589
Value: $72M
Opened: 21 · 1,626,411 sh
Days of ADV: 33.4d

Sold24 filers

Shares: 725,275
Value: $17M
Closed: 5 · 208,867 sh
Days of ADV: 7.7d

Net (all filers) +2,404,314 sh · $55M · 19.1% of the prior register

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

Krilogy Financial LLC

1.6M

2.0M

2.5M

2.7M

2.4M

$56M

UBS Group AG

1.6M

808K

830K

955K

996K

$23M

Parcion Private Wealth LLC

—

937K

—

902K

—

894K

$20M

MORGAN STANLEY

374K

398K

417K

828K

826K

849K

$19M

CONFLUENCE INVESTMENT MANAGEMENT LLC

426K

428K

419K

397K

804K

$18M

Janney Montgomery Scott LLC

—

469K

486K

551K

$13M

RAYMOND JAMES FINANCIAL INC

343K

423K

436K

474K

492K

527K

$12M

D.A. DAVIDSON & CO.

—

348K

401K

410K

422K

$10M

TRUIST FINANCIAL CORP

327K

330K

348K

360K

359K

374K

$9M

Snowden Capital Advisors LLC

47K

49K

351K

365K

369K

$8M

ENVESTNET ASSET MANAGEMENT INC

43K

60K

93K

110K

—

353K

$8M

WELLS FARGO & COMPANY/MN

139K

171K

176K

296K

327K

351K

$8M

Legacy Private Trust Co.

—

302K

340K

$8M

Probity Advisors, Inc.

134K

146K

155K

156K

152K

319K

$7M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

—

19K

46K

67K

249K

304K

$7M

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	114	14,974,522	—	$343M
2025-Q4	98	12,570,208	—	$290M
2025-Q3	96	11,930,476	—	$276M
2025-Q2

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13F

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

Top holders

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

Institutional footprint by quarter

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

Top holders

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

Institutional footprint by quarter

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