ISHRS IBNDS DEC 27 CORP ETF IBDS
$24.14
+0.1% 52w: $23.15 – $24.16
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data23.1523.6624.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
428
+12 QoQ
13F value
$2.61B
-2.0% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.3M | $224.6M | 0.0% | +3.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 5.2M | $126.1M | 0.2% | +0.5% |
| MORGAN STANLEY | Bank broker | 4.4M | $106.7M | 0.0% | +6.3% |
| UBS Group AG | Bank broker | 4.3M | $103.3M | 0.0% | +9.2% |
| HM PAYSON & CO | Diversified mechanical | 4.1M | $100.2M | 1.4% | -2.5% |
| LPL Financial LLC | Bank broker | 3.4M | $83.3M | 0.0% | +5.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.4M | $81.8M | 0.0% | +0.8% |
| Sound View Wealth Advisors Group, LLC | Other | 2.0M | $49.7M | 3.4% | +3.3% |
| CAPITAL ADVISORS INC/OK | Other | 1.9M | $46.9M | 0.8% | +5.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.8M | $44.0M | 0.0% | +5.8% |
| Capital Investment Advisors, LLC | Wealth advisor | 1.8M | $42.7M | 0.6% | +8.7% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $41.5M | 0.0% | +4.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $39.5M | 0.0% | -17.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.5M | $36.0M | 0.1% | -3.5% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 1.5M | $35.5M | 5.1% | +4.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.5M | $35.3M | 0.1% | +7.0% |
| THREADGILL FINANCIAL, LLC | Wealth advisor | 1.4M | $34.4M | 10.0% | +64.0% |
| Kathmere Capital Management, LLC | Wealth advisor | 1.4M | $33.2M | 2.1% | +8.9% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 1.4M | $33.0M | 2.0% | -0.2% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.3M | $31.4M | 1.7% | +1.5% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 1.3M | $30.8M | 1.2% | +2.6% |
| RVW Wealth, LLC | Wealth advisor | 1.2M | $29.5M | 2.3% | +4.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.2M | $27.9M | 0.0% | +1.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.0M | $24.7M | 0.0% | -8.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.0M | $24.3M | 0.1% | +25.2% |
| TABR Capital Management, LLC | Wealth advisor | 990.5K | $24.0M | 22.1% | +3.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 986.6K | $23.9M | 0.0% | +6.7% |
| Wick Capital Partners, LLC | Wealth advisor | 894.0K | $21.7M | 4.0% | +10.6% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 857.6K | $20.8M | 2.0% | +6.7% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 788.0K | $19.1M | 0.2% | +7.9% |
| Summit Asset Management, LLC | Wealth advisor | 772.2K | $18.7M | 2.6% | +1.2% |
| REBALANCE, LLC | Wealth advisor | 759.4K | $18.4M | 1.1% | -1.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 757.1K | $18.4M | 0.1% | +4.6% |
| Focus Partners Wealth | Wealth advisor | 756.1K | $18.3M | 0.0% | +3.3% |
| Meiji Yasuda Life Insurance Co | Wealth advisor | 755.0K | $18.3M | 0.6% | +32.9% |
| Glenview Trust Co | Other | 739.7K | $17.9M | 0.3% | -0.3% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 739.4K | $17.9M | 0.3% | +90.2% |
| US BANCORP \DE\ | Wealth advisor | 701.4K | $17.0M | 0.0% | +4.8% |
| SPINNAKER TRUST | Wealth advisor | 680.9K | $16.5M | 0.9% | +16.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 666.2K | $16.1M | 0.1% | +4.6% |
| Strid Group, LLC | Wealth advisor | 614.1K | $14.9M | 1.8% | +16.3% |
| CENTRAL TRUST Co | Diversified mechanical | 613.0K | $14.9M | 0.3% | +1.9% |
| BlackRock, Inc. | Index provider | 591.2K | $14.3M | 0.0% | +59.5% |
| CWM, LLC | Wealth advisor | 582.2K | $14.1M | 0.0% | +16.5% |
| First National Trust Co | Other | 579.7K | $14.1M | 0.5% | +32.3% |
| Venture Visionary Partners LLC | Other | 572.9K | $13.9M | 0.5% | -50.7% |
| LYELL WEALTH MANAGEMENT, LP | Other | 556.7K | $13.5M | 1.0% | +6.7% |
| NOVEM GROUP | Wealth advisor | 520.5K | $12.6M | 1.5% | +26.7% |
| EP Wealth Advisors, LLC | Wealth advisor | 511.3K | $12.4M | 0.1% | -0.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 483.8K | $11.7M | 0.1% | +10.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.