Brookstone Capital Management has opened a new $37.9M position in $IBTJ, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IBTJ.
$IBTJ Hedge Fund Activity
We have seen 127 institutional investors add shares of $IBTJ stock to their portfolio, and 33 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BROOKSTONE CAPITAL MANAGEMENT added 1,728,453 shares (+inf%) to their portfolio in Q4 2025, for an estimated $37,930,901
- MERCER GLOBAL ADVISORS INC /ADV added 447,238 shares (+74.6%) to their portfolio in Q3 2025, for an estimated $9,819,110
- CONFLUENCE INVESTMENT MANAGEMENT LLC removed 340,468 shares (-65.3%) from their portfolio in Q4 2025, for an estimated $7,471,570
- NEWEDGE ADVISORS, LLC added 338,814 shares (+713.5%) to their portfolio in Q3 2025, for an estimated $7,438,661
- UNITED CAPITAL FINANCIAL ADVISORS, LLC added 318,717 shares (+65.5%) to their portfolio in Q3 2025, for an estimated $6,997,431
- ASSET ADVISORS INVESTMENT MANAGEMENT, LLC added 255,925 shares (+inf%) to their portfolio in Q3 2025, for an estimated $5,618,833
- WEALTH MANAGEMENT STRATEGIES, INC. added 175,638 shares (+59.1%) to their portfolio in Q3 2025, for an estimated $3,856,132
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $IBTJ ticker page for more data.
