Who owns IBLC?
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33 institutions reported holding IBLC, worth $26.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBLC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foguth Wealth Management, LLC. | Brighton, MI | $11.2M | 251,149 | New position |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $2.1M | 43,108 | −6,495 shares |
| Vise Technologies, Inc. | New York, NY | $1.8M | 37,087 | +21,024 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $1.8M | 38,501 | +179 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $1.7M | 35,802 | +15,833 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.5M | 31,482 | +9,022 shares |
| WCG Wealth Advisors LLC | Las Vegas, NV | $1.0M | 21,620 | −84 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.0M | 21,432 | No change |
| James Investment Research, Inc. | Alpha, OH | $644K | 13,375 | +1,787 shares |
| Bison Wealth, LLC | Atlanta, GA | $570K | 12,000 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBLC?
33 institutional managers reported holding IBLC in Form 13F filings for June 30, 2026, worth $26.5M in total. The largest reported position was held by Foguth Wealth Management, LLC., at $11.2M.
Did institutions buy or sell IBLC last quarter?
Reported 13F value rose 78.7% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBLC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.