IBTO(IBTO)
IBTO
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Krilogy Financial LLC | 1.21M | Jun 30, 26 | +84.23K | 6.10% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 988.43K | Jun 30, 26 | -93.47K | 5.00% |
| CHATHAM CAPITAL GROUP, INC. | 701.22K | Jun 30, 26 | +32.33K | 3.55% |
| Mechanics Bank Trust Department | 34.77K | Jun 30, 26 | +1.77K | 0.18% |
| BENJAMIN EDWARDS INC | 30.22K | Jun 30, 26 | +906 | 0.15% |
| Greater Midwest Financial Group, LLC | 23.86K | Jun 30, 26 | +309 | 0.12% |
| PFG Advisors | 20.93K | Jun 30, 26 | -66.84K | 0.11% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18.07K | Jun 30, 26 | -- | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 15.94K | Jun 30, 26 | +81 | 0.08% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 14.28K | Jun 30, 26 | +1.24K | 0.07% |
| Single Point Partners, LLC | 13.72K | Jun 30, 26 | +13.72K | 0.07% |
| IFP Advisors, Inc | 10.48K | Jun 30, 26 | +5.23K | 0.05% |
| SIGNATUREFD, LLC | 10.42K | Jun 30, 26 | +2.07K | 0.05% |
| Private Advisor Group, LLC | 8.92K | Jun 30, 26 | -- | 0.05% |
| JAMES INVESTMENT RESEARCH INC | 8.53K | Jun 30, 26 | -- | 0.04% |
| Physician Wealth Advisors, Inc. | 7.58K | Jun 30, 26 | +3.40K | 0.04% |
| Noble Wealth Management PBC | 800 | Jun 30, 26 | -1.20K | 0.00% |
| CoreCap Advisors, LLC | 484 | Jun 30, 26 | -- | 0.00% |
| First PREMIER Bank | 195 | Jun 30, 26 | +195 | 0.00% |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -145 | -- |
| Clayton Financial Group LLC | -- | Jun 30, 26 | -2.71K | -- |
| PFG Private Wealth Management, LLC | -- | Jun 30, 26 | -492.75K | -- |
| GLOBALT Investments LLC / GA | 2.41M | Mar 31, 26 | +146.57K | 12.19% |
| Atlantic Union Bankshares Corp | 1.46M | Mar 31, 26 | +137.18K | 7.38% |
| Krilogy Financial LLC | 1.12M | Mar 31, 26 | -22.18K | 5.67% |
| MORGAN STANLEY | 988.80K | Mar 31, 26 | +65.71K | 5.00% |
| ENVESTNET ASSET MANAGEMENT INC | 603.29K | Mar 31, 26 | +189.59K | 3.05% |
| Cetera Investment Advisers | 403.31K | Mar 31, 26 | +7.37K | 2.04% |
| AMERIPRISE FINANCIAL INC | 339.19K | Mar 31, 26 | +205.35K | 1.71% |
| WELLS FARGO & COMPANY/MN | 323.43K | Mar 31, 26 | +16.09K | 1.64% |
| Headland Capital, LLC | 312.60K | Mar 31, 26 | +8.71K | 1.58% |
| HighTower Advisors, LLC | 267.45K | Mar 31, 26 | +18.17K | 1.35% |
| Probity Advisors, Inc. | 197.07K | Mar 31, 26 | +54.87K | 1.00% |
| UBS Group AG | 178.42K | Mar 31, 26 | +7.90K | 0.90% |
| TRUIST FINANCIAL CORP | 156.33K | Mar 31, 26 | +21.97K | 0.79% |
| Accretive Wealth Partners, LLC | 138.53K | Mar 31, 26 | -499 | 0.70% |
| BANK OF AMERICA CORP /DE/ | 136.25K | Mar 31, 26 | +54.52K | 0.69% |
| MERCER GLOBAL ADVISORS INC /ADV | 136.12K | Mar 31, 26 | +11.76K | 0.69% |
| STIFEL FINANCIAL CORP | 135.38K | Mar 31, 26 | +27.63K | 0.68% |
| ROYAL BANK OF CANADA | 127.17K | Mar 31, 26 | +22 | 0.64% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 100.10K | Mar 31, 26 | +20.02K | 0.51% |
| FAGAN ASSOCIATES, INC. | 97.68K | Mar 31, 26 | +9.81K | 0.49% |
| SEI INVESTMENTS CO | 97.58K | Mar 31, 26 | +97.58K | 0.49% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 93.58K | Mar 31, 26 | +23.23K | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 92.91K | Mar 31, 26 | +1.67K | 0.47% |
| Snowden Capital Advisors LLC | 84.82K | Mar 31, 26 | +2.03K | 0.43% |
| Janney Montgomery Scott LLC | 65.38K | Mar 31, 26 | +65.38K | 0.33% |
| L2 Asset Management, LLC | 54.10K | Mar 31, 26 | +4.46K | 0.27% |
| Lido Advisors, LLC | 50.21K | Mar 31, 26 | -- | 0.25% |
| LPL Financial LLC | 46.00K | Mar 31, 26 | +1.75K | 0.23% |
| CWM, LLC | 34.83K | Mar 31, 26 | -13 | 0.18% |
| Reliant Wealth Planning | 30.64K | Mar 31, 26 | -- | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 26.97K | Mar 31, 26 | +1.28K | 0.14% |
| Tower Research Capital LLC (TRC) | 25.66K | Mar 31, 26 | +25.66K | 0.13% |
| CAPTRUST FINANCIAL ADVISORS | 23.77K | Mar 31, 26 | +170 | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.19K | Mar 31, 26 | +23.19K | 0.12% |
| Visionary Wealth Advisors | 19.30K | Mar 31, 26 | -32 | 0.10% |
| Financial Engines Advisors L.L.C. | 18.98K | Mar 31, 26 | -3.38K | 0.10% |
| Keeler THomas Management LLC | 18.61K | Mar 31, 26 | -37.04K | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 17.83K | Mar 31, 26 | -1.07K | 0.09% |
| JPL Wealth Management, LLC | 17.40K | Mar 31, 26 | +56 | 0.09% |
| Simplicity Wealth,LLC | 17.23K | Mar 31, 26 | -185 | 0.09% |
| Kestra Advisory Services, LLC | 16.78K | Mar 31, 26 | +640 | 0.08% |
| Jacobi Capital Management LLC | 16.34K | Mar 31, 26 | +329 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 15.86K | Mar 31, 26 | +1.82K | 0.08% |
| Integrated Wealth Concepts LLC | 14.66K | Mar 31, 26 | +14.66K | 0.07% |
| JIM SAULNIER & ASSOCIATES, LLC | 13.94K | Mar 31, 26 | +13.94K | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.58K | Mar 31, 26 | +357 | 0.07% |
| Jaffetilchin Investment Partners, LLC | 11.42K | Mar 31, 26 | +75 | 0.06% |
| Private Advisor Group, LLC | 8.92K | Mar 31, 26 | -- | 0.05% |
| Guidance Point Advisors, LLC | 8.52K | Mar 31, 26 | +8.52K | 0.04% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 8.42K | Mar 31, 26 | +8.42K | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 5.10K | Mar 31, 26 | -1.20K | 0.03% |
| Atlantic Private Wealth, LLC | 3.90K | Mar 31, 26 | -112 | 0.02% |
| FIFTH THIRD BANCORP | 3.65K | Mar 31, 26 | +3.65K | 0.02% |
| CNB Bank | 3.21K | Mar 31, 26 | -15 | 0.02% |
| Asset Dedication, LLC | 2.72K | Mar 31, 26 | +932 | 0.01% |
| Advisory Services Network, LLC | 1.99K | Mar 31, 26 | +1.99K | 0.01% |
| Cherry Tree Wealth Management, LLC | 1.61K | Mar 31, 26 | -- | 0.01% |
| CENTRAL TRUST Co | 1.43K | Mar 31, 26 | -272 | 0.01% |
| Rockefeller Capital Management L.P. | 1.37K | Mar 31, 26 | +9 | 0.01% |
| Allworth Financial LP | 846 | Mar 31, 26 | +846 | 0.00% |
| Federation des caisses Desjardins du Quebec | 626 | Mar 31, 26 | -1.33M | 0.00% |
| Aptus Capital Advisors, LLC | 414 | Mar 31, 26 | +414 | 0.00% |
| AE Wealth Management LLC | 297 | Mar 31, 26 | -373 | 0.00% |
| Root Financial Partners, LLC | 283 | Mar 31, 26 | +283 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 162 | Mar 31, 26 | +1 | 0.00% |
| NovaPoint Capital, LLC | -- | Mar 31, 26 | -48.82K | -- |
| NewEdge Advisors, LLC | -- | Mar 31, 26 | -6 | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -49.47K | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Mar 31, 26 | -8.03K | -- |
| BANK OF MONTREAL /CAN/ | -- | Mar 31, 26 | -463 | -- |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -28.85K | -- |
| COMERICA BANK | 2.07K | Dec 31, 25 | -1.22K | 0.01% |
| SYNOVUS FINANCIAL CORP | 65.06K | Sep 30, 25 | -6.16K | 0.33% |
| Exchange Capital Management, Inc. | 49.15K | Jun 30, 25 | -- | 0.25% |
| Centricity Wealth Management, LLC | 210 | Jun 30, 25 | -- | 0.00% |
| Spectrum Wealth Counsel, LLC | 2.04K | Mar 31, 25 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 112.08K | Sep 30, 24 | +3.56K | 0.57% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 16.43K | Jun 30, 24 | +627 | 0.08% |
| Cetera Advisor Networks LLC | 251.58K | Mar 31, 24 | +75.87K | 1.27% |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 48.72K | Mar 31, 24 | +48.72K | 0.25% |