IBTL(IBTL)
IBTL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 2.54M | Jun 30, 26 | -414.77K | 8.81% |
| TRUE Private Wealth Advisors | 1.69M | Jun 30, 26 | -173.61K | 5.85% |
| BlackRock, Inc. | 1.31M | Jun 30, 26 | +1.31M | 4.53% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.10M | Jun 30, 26 | -104.31K | 3.81% |
| TITLEIST ASSET MANAGEMENT, LLC | 990.42K | Jun 30, 26 | +35.34K | 3.43% |
| BANK OF AMERICA CORP /DE/ | 913.63K | Jun 30, 26 | +124.77K | 3.17% |
| ENVESTNET ASSET MANAGEMENT INC | 892.70K | Jun 30, 26 | +34.83K | 3.09% |
| Krilogy Financial LLC | 753.03K | Jun 30, 26 | +47.59K | 2.61% |
| MORGAN STANLEY | 730.85K | Jun 30, 26 | +13.76K | 2.53% |
| NewEdge Advisors, LLC | 676.78K | Jun 30, 26 | +38.21K | 2.34% |
| AMERIPRISE FINANCIAL INC | 655.98K | Jun 30, 26 | +3.51K | 2.27% |
| Probity Advisors, Inc. | 558.79K | Jun 30, 26 | +55.65K | 1.94% |
| SHELTON WEALTH MANAGEMENT, LLC | 536.80K | Jun 30, 26 | +40.98K | 1.86% |
| MERCER GLOBAL ADVISORS INC /ADV | 484.81K | Jun 30, 26 | +251.98K | 1.68% |
| PARK AVENUE SECURITIES LLC | 470.14K | Jun 30, 26 | -71.17K | 1.63% |
| Legacy Private Trust Co. | 455.75K | Jun 30, 26 | +27.54K | 1.58% |
| RAYMOND JAMES FINANCIAL INC | 445.25K | Jun 30, 26 | +78.27K | 1.54% |
| Snowden Capital Advisors LLC | 406.66K | Jun 30, 26 | +6.27K | 1.41% |
| Headland Capital, LLC | 405.44K | Jun 30, 26 | +30.51K | 1.40% |
| HighTower Advisors, LLC | 399.03K | Jun 30, 26 | +41.05K | 1.38% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 396.11K | Jun 30, 26 | +32.93K | 1.37% |
| FORONJY FINANCIAL LLC | 337.59K | Jun 30, 26 | +21.09K | 1.17% |
| SPRENG CAPITAL MANAGEMENT, INC. | 314.83K | Jun 30, 26 | +9.41K | 1.09% |
| FAGAN ASSOCIATES, INC. | 277.46K | Jun 30, 26 | +5.25K | 0.96% |
| Stockman Wealth Management, Inc. | 264.77K | Jun 30, 26 | +12.58K | 0.92% |
| ROYAL BANK OF CANADA | 253.35K | Jun 30, 26 | -39.91K | 0.88% |
| Asset Dedication, LLC | 242.01K | Jun 30, 26 | +31.50K | 0.84% |
| Yoder Wealth Management, Inc. | 226.17K | Jun 30, 26 | +2.54K | 0.78% |
| UBS Group AG | 224.31K | Jun 30, 26 | +13.58K | 0.78% |
| Parallel Advisors, LLC | 215.15K | Jun 30, 26 | +14.45K | 0.75% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 209.39K | Jun 30, 26 | -602 | 0.73% |
| Accretive Wealth Partners, LLC | 205.09K | Jun 30, 26 | +39.47K | 0.71% |
| Whalen Wealth Management Inc. | 201.86K | Jun 30, 26 | +1.30K | 0.70% |
| CENTRAL TRUST Co | 187.04K | Jun 30, 26 | +13.56K | 0.65% |
| GOLDMAN SACHS GROUP INC | 169.61K | Jun 30, 26 | +59.20K | 0.59% |
| Resources Investment Advisors, LLC. | 168.33K | Jun 30, 26 | -13.17K | 0.58% |
| STIFEL FINANCIAL CORP | 158.39K | Jun 30, 26 | -3.17K | 0.55% |
| Janney Montgomery Scott LLC | 157.22K | Jun 30, 26 | +7.31K | 0.54% |
| BOSTON FAMILY OFFICE LLC | 139.40K | Jun 30, 26 | +16.05K | 0.48% |
| D.A. DAVIDSON & CO. | 133.68K | Jun 30, 26 | +27.13K | 0.46% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127.24K | Jun 30, 26 | +5.95K | 0.44% |
| Integrated Wealth Concepts LLC | 112.42K | Jun 30, 26 | +54.02K | 0.39% |
| LPL Financial LLC | 92.60K | Jun 30, 26 | -3.88K | 0.32% |
| HOWLAND CAPITAL MANAGEMENT LLC | 86.56K | Jun 30, 26 | +300 | 0.30% |
| Valmark Advisers, Inc. | 83.71K | Jun 30, 26 | +26.20K | 0.29% |
| Cetera Investment Advisers | 82.94K | Jun 30, 26 | +3.14K | 0.29% |
| Smartleaf Asset Management LLC | 72.24K | Jun 30, 26 | -- | 0.25% |
| EIGHT 31 FINANCIAL LLC | 68.56K | Jun 30, 26 | +3.38K | 0.24% |
| L2 Asset Management, LLC | 66.16K | Jun 30, 26 | +1.47K | 0.23% |
| Allworth Financial LP | 61.66K | Jun 30, 26 | +60.65K | 0.21% |
| FIRST NATIONAL BANK OF OMAHA | 60.87K | Jun 30, 26 | -2.71K | 0.21% |
| Financial Engines Advisors L.L.C. | 58.45K | Jun 30, 26 | +1.01K | 0.20% |
| Creative Planning | 58.43K | Jun 30, 26 | -20.09K | 0.20% |
| SIGNATUREFD, LLC | 57.65K | Jun 30, 26 | +19.82K | 0.20% |
| SHELTON CAPITAL MANAGEMENT | 56.77K | Jun 30, 26 | -1.15K | 0.20% |
| MOULTON WEALTH MANAGEMENT, INC | 49.51K | Jun 30, 26 | -57.16K | 0.17% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 46.90K | Jun 30, 26 | +10.59K | 0.16% |
| JANE STREET GROUP, LLC | 45.66K | Jun 30, 26 | +14.06K | 0.16% |
| MONECO Advisors, LLC | 41.32K | Jun 30, 26 | +41.32K | 0.14% |
| Community Financial Services Group, LLC | 41.07K | Jun 30, 26 | +41.07K | 0.14% |
| ASSOCIATED BANC-CORP | 38.09K | Jun 30, 26 | -3.06K | 0.13% |
| BENJAMIN EDWARDS INC | 36.10K | Jun 30, 26 | +1.09K | 0.13% |
| Montecito Bank & Trust | 35.53K | Jun 30, 26 | +5.93K | 0.12% |
| Kestra Advisory Services, LLC | 33.67K | Jun 30, 26 | +2.26K | 0.12% |
| JIM SAULNIER & ASSOCIATES, LLC | 33.51K | Jun 30, 26 | +2.06K | 0.12% |
| NBC SECURITIES, INC. | 33.34K | Jun 30, 26 | -415 | 0.12% |
| Cerity Partners LLC | 32.47K | Jun 30, 26 | -755 | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.63K | Jun 30, 26 | -2.58K | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 29.64K | Jun 30, 26 | +6.00K | 0.10% |
| Old Port Advisors | 28.83K | Jun 30, 26 | +5.51K | 0.10% |
| Summit Wealth Partners, LLC | 28.64K | Jun 30, 26 | +8.22K | 0.10% |
| CITADEL ADVISORS LLC | 28.39K | Jun 30, 26 | +28.39K | 0.10% |
| Modern Wealth Management, LLC | 26.95K | Jun 30, 26 | +26.95K | 0.09% |
| Compass Ion Advisors, LLC | 26.18K | Jun 30, 26 | -- | 0.09% |
| IFP Advisors, Inc | 25.41K | Jun 30, 26 | +3.55K | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 25.37K | Jun 30, 26 | +7.45K | 0.09% |
| Visionary Wealth Advisors | 24.83K | Jun 30, 26 | +4.16K | 0.09% |
| National Philanthropic Trust | 24.61K | Jun 30, 26 | -- | 0.09% |
| Atlantic Private Wealth, LLC | 21.94K | Jun 30, 26 | -3.77K | 0.08% |
| DecisionMap Wealth Management, LLC | 21.58K | Jun 30, 26 | +4.86K | 0.07% |
| Granite Harbor Advisors, Inc. | 20.59K | Jun 30, 26 | -- | 0.07% |
| Wealth Management Strategies, Inc. | 19.96K | Jun 30, 26 | +19.96K | 0.07% |
| Jacobi Capital Management LLC | 19.80K | Jun 30, 26 | +133 | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 19.47K | Jun 30, 26 | -553 | 0.07% |
| XY Planning Network, Inc. | 18.96K | Jun 30, 26 | +18.96K | 0.07% |
| CGN Advisors LLC | 18.96K | Jun 30, 26 | +68 | 0.07% |
| HARBOUR INVESTMENTS, INC. | 18.63K | Jun 30, 26 | +2.00K | 0.06% |
| Great Diamond Partners, LLC | 18.42K | Jun 30, 26 | +5.77K | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 18.11K | Jun 30, 26 | +3.52K | 0.06% |
| Kestra Investment Management, LLC | 17.92K | Jun 30, 26 | +951 | 0.06% |
| Prosperity Planning, Inc. | 17.43K | Jun 30, 26 | +17.43K | 0.06% |
| Reliant Wealth Planning | 16.90K | Jun 30, 26 | -- | 0.06% |
| Single Point Partners, LLC | 16.39K | Jun 30, 26 | +16.39K | 0.06% |
| STAR Financial Bank | 15.86K | Jun 30, 26 | -703 | 0.05% |
| BIP Wealth, LLC | 15.61K | Jun 30, 26 | -500 | 0.05% |
| Capital Investment Advisors, LLC | 14.78K | Jun 30, 26 | +12 | 0.05% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 14.70K | Jun 30, 26 | -- | 0.05% |
| Physician Wealth Advisors, Inc. | 14.10K | Jun 30, 26 | +9.08K | 0.05% |
| Guidance Point Advisors, LLC | 13.81K | Jun 30, 26 | +324 | 0.05% |
| Vestmark Advisory Solutions, Inc. | 13.11K | Jun 30, 26 | +13.11K | 0.05% |
| HM PAYSON & CO | 12.42K | Jun 30, 26 | +12.42K | 0.04% |
| Lido Advisors, LLC | 11.89K | Jun 30, 26 | +1.94K | 0.04% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11.33K | Jun 30, 26 | -- | 0.04% |
| Koshinski Asset Management, Inc. | 11.13K | Jun 30, 26 | +534 | 0.04% |
| Mariner, LLC | 11.07K | Jun 30, 26 | +11.07K | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 10.76K | Jun 30, 26 | +10.76K | 0.04% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 10.25K | Jun 30, 26 | -1.12K | 0.04% |
| Trust Co | 8.39K | Jun 30, 26 | -- | 0.03% |
| Atlantic Union Bankshares Corp | 7.58K | Jun 30, 26 | -- | 0.03% |
| Bellecapital International Ltd. | 6.99K | Jun 30, 26 | +6.99K | 0.02% |
| BARRETT & COMPANY, INC. | 5.54K | Jun 30, 26 | +5.54K | 0.02% |
| Key FInancial Inc | 5.37K | Jun 30, 26 | +5.37K | 0.02% |
| FIFTH THIRD BANCORP | 5.23K | Jun 30, 26 | +2 | 0.02% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 4.89K | Jun 30, 26 | +4.89K | 0.02% |
| Cherry Tree Wealth Management, LLC | 4.40K | Jun 30, 26 | -- | 0.02% |
| JPL Wealth Management, LLC | 4.23K | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 4.15K | Jun 30, 26 | +4.15K | 0.01% |
| CNB Bank | 4.05K | Jun 30, 26 | +194 | 0.01% |
| Bogart Wealth, LLC | 3.59K | Jun 30, 26 | -- | 0.01% |
| TD Capital Management LLC | 2.48K | Jun 30, 26 | +25 | 0.01% |
| Clearstead Advisors, LLC | 2.45K | Jun 30, 26 | +2.45K | 0.01% |
| US BANCORP \DE\ | 1.72K | Jun 30, 26 | +500 | 0.01% |
| PRIVATE TRUST CO NA | 1.28K | Jun 30, 26 | -- | 0.00% |
| Longview Financial Advisors LLC | 1.24K | Jun 30, 26 | +1.24K | 0.00% |
| Hyposwiss Advisors SA | 1.16K | Jun 30, 26 | +1.16K | 0.00% |
| Crews Bank & Trust | 1.15K | Jun 30, 26 | -- | 0.00% |
| Pflug Koory, LLC | 884 | Jun 30, 26 | -- | 0.00% |
| First PREMIER Bank | 837 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 748 | Jun 30, 26 | -- | 0.00% |
| LOGAN CAPITAL MANAGEMENT INC | 682 | Jun 30, 26 | +682 | 0.00% |
| BANK OF MONTREAL /CAN/ | 620 | Jun 30, 26 | +620 | 0.00% |
| Farther Finance Advisors, LLC | 617 | Jun 30, 26 | -- | 0.00% |
| NBH Bank | 280 | Jun 30, 26 | +280 | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 142 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 96 | Jun 30, 26 | +96 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -27.96K | -- |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -693 | -- |
| Elevation Advisory Partners LLC | -- | Jun 30, 26 | -9.93K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.01K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -2.00K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -1.85K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -72.24K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -338 | -- |
| Clayton Financial Group LLC | -- | Jun 30, 26 | -1.14K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -75.88K | -- |
| HAZLETT, BURT & WATSON, INC. | -- | Jun 30, 26 | -195 | -- |
| Hills Bank & Trust Co | -- | Jun 30, 26 | -5.88K | -- |
| Keeler THomas Management LLC | -- | Jun 30, 26 | -14.22K | -- |
| Signature Wealth Management Group | 181.50K | Mar 31, 26 | +181.50K | 0.63% |
| CWM, LLC | 57.68K | Mar 31, 26 | +508 | 0.20% |
| Leo Wealth, LLC | 24.95K | Mar 31, 26 | +139 | 0.09% |
| Jaffetilchin Investment Partners, LLC | 13.45K | Mar 31, 26 | +82 | 0.05% |
| McIlrath & Eck, LLC | 2.57K | Mar 31, 26 | +2.57K | 0.01% |
| Bank of Jackson Hole Trust | 280 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 2.97K | Dec 31, 25 | +72 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -304 | -- |
| COUNTRY CLUB BANK /GFN | 91.83K | Sep 30, 25 | -3.35K | 0.32% |
| Lowe Wealth Advisors, LLC | 2.00K | Sep 30, 25 | -2.25K | 0.01% |
| AllSquare Wealth Management LLC | 1.07K | Sep 30, 25 | +1.07K | 0.00% |
| Spectrum Wealth Counsel, LLC | 2.45K | Mar 31, 25 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 32.85K | Sep 30, 24 | +9 | 0.11% |
| Raymond James Financial Services Advisors, Inc. | 11.25K | Sep 30, 24 | +11.25K | 0.04% |
| FinTrust Capital Advisors, LLC | 5.28K | Sep 30, 24 | -- | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 19.73K | Jun 30, 24 | +729 | 0.07% |