OneDigital Investment Advisors LLC has opened a new $6.6M position in $IBDS, 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 $IBDS.
$IBDS Hedge Fund Activity
We have seen 263 institutional investors add shares of $IBDS stock to their portfolio, and 104 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL ADVISORS INC/OK removed 2,567,321 shares (-58.2%) from their portfolio in Q4 2025, for an estimated $62,334,553
- TABR CAPITAL MANAGEMENT, LLC removed 1,058,518 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $25,700,817
- MERCER GLOBAL ADVISORS INC /ADV added 1,042,143 shares (+37.0%) to their portfolio in Q3 2025, for an estimated $25,365,760
- HENGEHOLD CAPITAL MANAGEMENT LLC removed 877,723 shares (-98.2%) from their portfolio in Q4 2025, for an estimated $21,311,114
- THREADGILL FINANCIAL, LLC added 866,444 shares (+inf%) to their portfolio in Q4 2025, for an estimated $21,037,260
- SEVEN SPRINGS WEALTH GROUP, LLC removed 808,173 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,670,930
- UBS GROUP AG added 663,893 shares (+20.5%) to their portfolio in Q4 2025, for an estimated $16,119,322
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 $IBDS ticker page for more data.
