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No 8-K filings in the last 30 days.
10 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
135 filers reported a long position in IBTL 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 | $51.4M | 2.5M | -14% |
| TRUE Private Wealth Advisors | $34.1M | 1.7M | -9.3% |
| BlackRock, Inc. | $26.4M | 1.3M | New |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $22.2M | 1.1M | -8.7% |
| TITLEIST ASSET MANAGEMENT, LLC | $20M | 990.4K | +3.7% |
| BANK OF AMERICA CORP /DE/ | $18.4M | 913.6K | +15.8% |
| ENVESTNET ASSET MANAGEMENT INC | $18M | 892.7K | +4.1% |
| Krilogy Financial LLC | $15.2M | 753K | +6.7% |
| MORGAN STANLEY | $14.8M | 730.8K | +1.9% |
| NewEdge Advisors, LLC | $13.7M | 676.8K | +6% |
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