Institutional Holders (2026 Q1)
37 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBUF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | BLVD Private Wealth, LLC | 2.70% | 105,099 | $3.1M |
| 2 | D.B. Root & Company, LLC | 1.51% | 214,139 | $6.3M |
| 3 | Optima Capital LLC | 1.01% | 73,435 | $2.2M |
| 4 | Pitti Group Wealth Management, LLC | 0.67% | 28,068 | $829K |
| 5 | Bright Futures Wealth Management, LLC. | 0.49% | 24,012 | $709K |
| 6 | Wealthgarden F.S. LLC | 0.34% | 16,819 | $496K |
| 7 | 3EDGE Asset Management, LP | 0.22% | 153,944 | $4.5M |
| 8 | Sugar Maple Asset Management, LLC | 0.22% | 12,120 | $358K |
| 9 | Arq Wealth Advisors, LLC | 0.09% | 17,750 | $524K |
| 10 | Disciplined Investments, LLC | 0.07% | 6,981 | $206K |
| 11 | Mutual Advisors, LLC | 0.07% | 116,745 | $3.4M |
| 12 | CreativeOne Wealth, LLC | 0.05% | 79,237 | $2.3M |
| 13 | Independent Financial Group, LLC | 0.05% | 56,075 | $1.7M |
| 14 | Summit Wealth Partners, LLC | 0.03% | 7,146 | $211K |
| 15 | Alaska Wealth Advisors, LLC | 0.02% | 6,886 | $203K |
| 16 | Caitlin John, LLC | 0.01% | 758 | $22K |
| 17 | Belpointe Asset Management LLC | 0.01% | 11,886 | $351K |
| 18 | Harbour Investments, INC. | 0.01% | 24,462 | $722K |
| 19 | Osaic Holdings, INC. | 0.01% | 221,802 | $6.5M |
| 20 | Baker Avenue Asset Management, LP | 0.01% | 14,345 | $423K |
| 21 | Captrust Financial Advisors | 0.01% | 174,374 | $5.1M |
| 22 | Centaurus Financial, INC. | 0.01% | 4,777 | $141K |
| 23 | Old Mission Capital LLC | 0.01% | 14,260 | $421K |
| 24 | NewEdge Wealth, LLC | 0.00% | 11,791 | $348K |
| 25 | Kestra Advisory Services, LLC | 0.00% | 29,727 | $878K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|