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No 8-K filings in the last 30 days.
13 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
175 filers reported a long position in IBTK for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $61.5M | 3.1M | -15.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $55.9M | 2.9M | +7.9% |
| BANK OF AMERICA CORP /DE/ | $39.7M | 2M | +10.7% |
| ENVESTNET ASSET MANAGEMENT INC | $27M | 1.4M | +9.5% |
| TITLEIST ASSET MANAGEMENT, LLC | $26.8M | 1.4M | +11.7% |
| BlackRock, Inc. | $26.4M | 1.4M | +77.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.2M | 1.3M | +8.5% |
| HM PAYSON & CO | $23.5M | 1.2M | +71.3% |
| MML INVESTORS SERVICES, LLC | $20.7M | 1.1M | +49.6% |
| D.A. DAVIDSON & CO. | $19.7M | 1M | +9.5% |
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