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No 8-K filings in the last 30 days.
29 top institutions tracked
Last 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
293 filers reported a long position in IBDW for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Aptus Capital Advisors, LLC | $156.8M | 7.5M | +1.8% |
| BANK OF AMERICA CORP /DE/ | $114M | 5.5M | +5.8% |
| MORGAN STANLEY | $101.5M | 4.9M | -3.7% |
| Capital Investment Advisors, LLC | $84M | 4M | +5% |
| RAYMOND JAMES FINANCIAL INC | $72.8M | 3.5M | -2% |
| CAPITAL ADVISORS INC/OK | $70.2M | 3.4M | +1.5% |
| Venture Visionary Partners LLC | $65M | 3.1M | +9.3% |
| HighTower Advisors, LLC | $63.6M | 3.1M | +72.2% |
| WELLS FARGO & COMPANY/MN | $48.6M | 2.3M | +12% |
| Sarver Vrooman Wealth Advisors | $46.1M | 2.2M | +1.2% |
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