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No 8-K filings in the last 30 days.
21 top institutions tracked
Last 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
229 filers reported a long position in IBDX 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 | $162.6M | 6.5M | +1.8% |
| Capital Investment Advisors, LLC | $88.3M | 3.5M | +5.3% |
| WELLS FARGO & COMPANY/MN | $77.8M | 3.1M | +9.7% |
| CAPITAL ADVISORS INC/OK | $71.1M | 2.8M | +1.2% |
| MORGAN STANLEY | $65.3M | 2.6M | -10.8% |
| BANK OF AMERICA CORP /DE/ | $64.6M | 2.6M | +5% |
| SIGMA INVESTMENT COUNSELORS INC | $39.9M | 1.6M | +4.9% |
| ROYAL BANK OF CANADA | $33.9M | 1.3M | +32.2% |
| UBS Group AG | $30.5M | 1.2M | +3.2% |
| Klingman & Associates, LLC | $29.6M | 1.2M | +8.7% |
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