IBUF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $31.45
52W Range $31–$32

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 40 filers · $69.2M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 40
Value held $69.2M
New positions 7
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-1 vs prior Q) 4 (+1 vs prior Q) 13 (-3 vs prior Q) 15 (+6 vs prior Q) +84K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
NewEdge Advisors, LLC $12,438,818 395,134 17.98% Shares
CAPTRUST FINANCIAL ADVISORS $7,798,824 247,739 11.28% Shares
D.B. Root & Company, LLC $7,265,017 230,782 10.50% Shares
RAYMOND JAMES FINANCIAL INC $6,278,970 199,459 9.08% Shares
OSAIC HOLDINGS, INC. $6,069,336 192,800 8.77% Shares
CreativeOne Wealth, LLC $4,723,637 150,052 6.83% Shares
Cetera Investment Advisers $4,238,436 134,639 6.13% Shares
Mutual Advisors, LLC $3,721,282 118,211 5.38% Shares
BLVD Private Wealth, LLC $3,627,787 115,241 5.24% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,755,766 55,774 2.54% Shares
BFI Wealth Solutions, LLC $1,327,480 42,169 1.92% Shares
Kestra Advisory Services, LLC $1,026,594 32,611 1.48% Shares
Pitti Group Wealth Management, LLC $918,209 29,168 1.33% Shares
HARBOUR INVESTMENTS, INC. $759,990 24,142 1.10% Shares
Bright Futures Wealth Management, LLC. $750,326 23,835 1.08% Shares
ARQ WEALTH ADVISORS, LLC $619,715 19,605 0.90% Shares
AE Wealth Management LLC $575,580 18,284 0.83% Shares
WEALTHGARDEN F.S. LLC $522,844 16,609 0.76% Shares
Ameritas Advisory Services, LLC $472,200 15,000 0.68% Shares
Sugar Maple Asset Management, LLC $381,538 12,120 0.55% Shares
NewEdge Wealth, LLC $368,883 11,718 0.53% Shares
Belpointe Asset Management LLC $334,223 10,617 0.48% Shares
ENVESTNET ASSET MANAGEMENT INC $326,920 10,385 0.47% Shares
OneDigital Investment Advisors LLC $314,800 10,000 0.46% Shares
Summit Wealth Partners, LLC $290,372 9,224 0.42% Shares
COMMONWEALTH EQUITY SERVICES, LLC $288,170 9,154 0.42% Shares
Baker Avenue Asset Management, LP $287,475 9,132 0.42% Shares
LPL Financial LLC $284,327 9,032 0.41% Shares
JANE STREET GROUP, LLC $283,131 8,994 0.41% Shares
RED CRANE WEALTH MANAGEMENT, LLC $240,318 7,634 0.35% Shares
Ausdal Financial Partners, Inc. $227,128 7,215 0.33% Shares
Disciplined Investments, LLC $219,762 6,981 0.32% Shares
Alaska Wealth Advisors, LLC $216,771 6,886 0.31% Shares
Blue Trust, Inc. $99,319 3,155 0.14% Shares
Farther Finance Advisors, LLC $62,173 1,975 0.09% Shares
Caitlin John, LLC $21,847 694 0.03% Shares
Sunbelt Securities, Inc. $18,155 615 0.03% Shares
IFP Advisors, Inc $7,240 230 0.01% Shares
Cambridge Investment Research Advisors, Inc. $2,240 71,172 0.00% Shares
CENTAURUS FINANCIAL, INC. $1,790 56,847 0.00% Shares

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