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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
22 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
320 filers reported a long position in IBTG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| HM PAYSON & CO | $129.5M | 5.7M | -4.2% |
| BANK OF AMERICA CORP /DE/ | $98.5M | 4.3M | +3.6% |
| MORGAN STANLEY | $91.4M | 4M | -2.2% |
| NorthCoast Asset Management LLC | $79.2M | 3.5M | -23.9% |
| NewEdge Advisors, LLC | $61.8M | 2.7M | +39.9% |
| LPL Financial LLC | $57.3M | 2.5M | +4.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $55.8M | 2.4M | -3.4% |
| WELLS FARGO & COMPANY/MN | $54.8M | 2.4M | +1.3% |
| Capital Investment Advisors, LLC | $53.5M | 2.3M | -5.9% |
| Connecticut Wealth Management, LLC | $44.1M | 1.9M | +7% |
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