Who owns IBHL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBHL from SEC Form 13F filings across 14 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 14 institutions disclosed 416,833 shares of IBHL worth $10.6M; the largest disclosed holder is LBMC INVESTMENT ADVISORS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$10.6M
value, 2026 filers
416,833
shares disclosed
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBHL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 164,572 | $4.2M | 0.2% | — | +16.4% |
| 2 | First Western Trust Bank | 66,035 | $1.7M | 0.1% | — | +241.5% |
| 3 | Straight Path Wealth Management | 49,163 | $1.2M | 0.3% | — | +2.6% |
| 4 | BANK OF AMERICA CORP /DE/NEW | 39,462 | $1.0M | 0.0% | — | new |
| 5 | Integrated Wealth Concepts LLCNEW | 35,490 | $901,979 | 0.0% | — | new |
| 6 | MCF Advisors LLC | 20,934 | $532,038 | 0.0% | — | 0.0% |
| 7 | Bullock Wealth Management GroupNEW | 19,265 | $487,304 | 0.2% | — | new |
| 8 | MORGAN STANLEY | 12,211 | $310,343 | 0.0% | — | +8.7% |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,900 | $99,118 | 0.0% | — | 0.0% |
| 10 | CNB Bank | 2,563 | $65,139 | 0.0% | — | +5.0% |
| 11 | MERCER GLOBAL ADVISORS INC /ADVNEW | 1,562 | $39,698 | 0.0% | — | new |
| 12 | WELLS FARGO & COMPANY/MN | 664 | $16,876 | 0.0% | — | -1.9% |
| 13 | Bogart Wealth, LLC | 581 | $14,766 | 0.0% | — | 0.0% |
| 14 | AE Wealth Management LLC | 431 | $10,954 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.