Ibotta, Inc. (IBTA) — Institutional Holders, Q2 2026 (page 2)
147 institutional investment managers reported a IBTA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $477.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 147. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IBTA 13F holders ranked 101–147 of 147
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | State of Alaska, Department of Revenue#101 · 815 sh | 815 | $27.0K | — | 0.0% |
| 102 | Versant Capital Management#102 · 605 sh | 605 | $20.7K | — | +28.2% |
| 103 | Abound Wealth Management#103 · 604 sh | 604 | $20.6K | — | 0.0% |
| 104 | Silver Grove Financial Group#104 · 590 sh | 590 | $20.2K | 0.01% | New |
| 105 | Integrated Wealth Concepts#105 · 449 sh | 449 | $15.3K | <0.01% | New |
| 106 | Ronald Blue#106 · 336 sh | 336 | $11.5K | — | 0.0% |
| 107 | Rockefeller Capital Management L.P.#107 · 322 sh | 322 | $11.0K | 0.00% | 0.0% |
| 108 | Covestor Ltd#108 · 277 sh | 277 | $10.0K | <0.01% | -22.8% |
| 109 | BNP Paribas Asset Management Holding S.A.#109 · 288 sh | 288 | $9.8K | 0.00% | -48.3% |
| 110 | EverSource Wealth Advisors#110 · 288 sh | 288 | $9.8K | <0.01% | -61.7% |
| 111 | GAMMA Investing#111 · 283 sh | 283 | $9.7K | — | +49.7% |
| 112 | UMB Bank, n.a.#112 · 209 sh | 209 | $7.1K | <0.01% | 0.0% |
| 113 | Allworth Financial#113 · 207 sh | 207 | $7.1K | 0.00% | +8.9% |
| 114 | GROUP ONE TRADING, L.P.#114 · 163 sh | 163 | $5.6K | 0.00% | -76.7% |
| 115 | C M BIDWELL & ASSOCIATES LTD#115 · 124 sh | 124 | $4.2K | <0.01% | New |
| 116 | SBI Securities , Ltd.#116 · 124 sh | 124 | $4.2K | — | 0.0% |
| 117 | Parallel Advisors#117 · 117 sh | 117 | $4.0K | <0.01% | -97.1% |
| 118 | NISA INVESTMENT ADVISORS#118 · 114 sh | 114 | $3.9K | — | +2.7% |
| 119 | Caitong International Asset Management , Ltd#119 · 105 sh | 105 | $3.6K | <0.01% | -94.2% |
| 120 | HARBOR CAPITAL ADVISORS#120 · 90 sh | 90 | $3.0K | — | -4.3% |
| 121 | Sterling Capital Management#121 · 87 sh | 87 | $3.0K | — | +20.8% |
| 122 | Nykredit A/S#122 · 86 sh | 86 | $2.9K | 0.00% | — |
| 123 | US BANCORP \DE\#123 · 79 sh | 79 | $2.7K | 0.00% | -40.6% |
| 124 | Essential Partners#124 · 78 sh | 78 | $2.7K | — | -90.5% |
| 125 | Optiver Holding B.V.#125 · 76 sh | 76 | $2.6K | 0.00% | 0.0% |
| 126 | PICTON MAHONEY ASSET MANAGEMENT#126 · 66 sh | 66 | $2.3K | 0.00% | New |
| 127 | Fortitude Family Office#127 · 65 sh | 65 | $2.2K | — | New |
| 128 | ROTHSCHILD INVESTMENT#128 · 64 sh | 64 | $2.2K | <0.01% | +146.2% |
| 129 | LOS ANGELES CAPITAL MANAGEMENT#129 · 58 sh | 58 | $2.0K | 0.00% | 0.0% |
| 130 | Quarry#130 · 58 sh | 58 | $2.0K | <0.01% | New |
| 131 | Golden State Wealth Management#131 · 51 sh | 51 | $1.7K | <0.01% | 0.0% |
| 132 | Parkside Financial Bank#132 · 50 sh | 50 | $1.7K | — | +100.0% |
| 133 | Farther Finance Advisors#133 · 47 sh | 47 | $1.6K | — | +34.3% |
| 134 | JONES FINANCIAL COMPANIES LLLP#134 · 47 sh | 47 | $1.6K | 0.00% | New |
| 135 | SIGNATUREFD#135 · 39 sh | 39 | $1.3K | — | 0.0% |
| 136 | True Wealth Design#136 · 30 sh | 30 | $1.0K | — | +25.0% |
| 137 | LRI Investments#137 · 25 sh | 25 | $854.00 | <0.01% | 0.0% |
| 138 | SJS Investment Consulting#138 · 23 sh | 23 | $787.00 | — | +9.5% |
| 139 | PNC FINANCIAL SERVICES GROUP#139 · 21 sh | 21 | $717.00 | 0.00% | +31.2% |
| 140 | Stone House Investment Management#140 · 15 sh | 15 | $512.00 | — | 0.0% |
| 141 | NBC SECURITIES#141 · 10 sh | 10 | $341.00 | — | 0.0% |
| 142 | IFP Advisors#142 · 5 sh | 5 | $171.00 | — | 0.0% |
| 143 | Global Retirement Partners#143 · 4 sh | 4 | $137.00 | 0.00% | — |
| 144 | Smartleaf Asset Management#144 · 3 sh | 3 | $103.00 | 0.00% | 0.0% |
| 145 | Clearstead Advisors#145 · 3 sh | 3 | $103.00 | 0.00% | New |
| 146 | CVA Family Office#146 · 1 sh | 1 | $34.00 | 0.00% | 0.0% |
| 147 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#147 · 10,301 sh | 10,301 | — | — | +98.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.