CAPITAL ADVISORS INC/OK has opened a new $48.9M position in $IBDY, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IBDY.
$IBDY Hedge Fund Activity
We have seen 117 institutional investors add shares of $IBDY stock to their portfolio, and 26 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL ADVISORS INC/OK added 1,901,100 shares (+inf%) to their portfolio in Q2 2026, for an estimated $48,943,819
- PFG PRIVATE WEALTH MANAGEMENT, LLC removed 463,084 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $11,970,721
- JANE STREET GROUP, LLC added 333,588 shares (+inf%) to their portfolio in Q1 2026, for an estimated $8,623,249
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 275,594 shares (+inf%) to their portfolio in Q1 2026, for an estimated $7,124,104
- MORGAN STANLEY added 269,846 shares (+13.5%) to their portfolio in Q1 2026, for an estimated $6,975,519
- LPL FINANCIAL LLC added 258,924 shares (+249.3%) to their portfolio in Q1 2026, for an estimated $6,693,185
- IRONWOOD FINANCIAL, LLC added 193,532 shares (+1158.4%) to their portfolio in Q2 2026, for an estimated $4,982,481
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
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 $IBDY ticker page for more data.
