Who owns IBMU?
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16 institutions reported holding IBMU, worth $7.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBMU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Quantum Financial Advisors, LLC | Santa Monica, CA | $2.3M | 91,626 | New position |
| LBMC Investment Advisors, LLC | Brentwood, TN | $1.3M | 49,365 | New position |
| Jane Street Group, LLC | New York, NY | $977K | 38,433 | +8,170 shares |
| Coldstream Capital Management Inc. | Bellevue, WA | $723K | 28,425 | New position |
| Hills Bank & Trust Co | North Liberty, IA | $603K | 23,716 | New position |
| Carnegie Investment Counsel | Pepper Pike, OH | $407K | 16,000 | New position |
| Rossmore Private Capital | Glastonbury, CT | $327K | 12,860 | New position |
| Heritage Family Offices, LLP | Scottsdale, AZ | $283K | 11,124 | New position |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek, CA | $283K | 11,124 | New position |
| Leavell Investment Management, Inc. | Mobile, AL | $256K | 10,060 | New position |
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 IBMU?
16 institutional managers reported holding IBMU in Form 13F filings for June 30, 2026, worth $7.9M in total. The largest reported position was held by Quantum Financial Advisors, LLC, at $2.3M.
Did institutions buy or sell IBMU last quarter?
Reported 13F value rose 142.3% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 0 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 IBMU 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.