24 tracked 13F filers disclose a position in IBIG as of the latest SEC 13F filings, a combined $62.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TRUE Private Wealth Advisors | $34.4M | 1.3M | ▼−6.1% Reduced · −85K sh | Q2 2026 | |
| 2 | Quantum Financial Advisors, LLC | $7.4M | 281K | ▲+1.0% Added · +3K sh | Q2 2026 | |
| 3 | D.A. DAVIDSON & CO. | $4.3M | 163K | ▲+7.5% Added · +11K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.1M | 155K | ▲New +155K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $2.6M | 100K | ▲+24% Added · +19K sh | Q1 2026 | |
| 6 | CENTRAL TRUST Co | $1.8M | 70K | ▲+53% Added · +24K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $1.3M | 48K | —Held | Q1 2026 | |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | $761K | 29K | ▲+15% Added · +4K sh | Q2 2026 | |
| 9 | Tower Research Capital LLC (TRC) | $750K | 29K | ▲New +29K sh | Q1 2026 | |
| 10 | Bradley & Co. Private Wealth Management, LLC | $744K | 28K | ▲+0.1% Added · +29 sh | Q2 2026 | |
| 11 | MKT Advisors LLC | $622K | 24K | ▲+7.0% Added · +2K sh | Q2 2026 | |
| 12 | ARK & TLK INVESTMENTS, LLC | $494K | 19K | —Held | Q2 2026 | |
| 13 | NewEdge Advisors, LLC | $470K | 18K | ▼−0.1% Reduced · −26 sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $442K | 17K | ▲+14% Added · +2K sh | Q1 2026 | |
| 15 | BlackDiamond Wealth Management, LLC | $425K | 17K | ▲New +17K sh | Q2 2026 | |
| 16 | 4Thought Financial Group Inc. | $363K | 14K | ▲+3.4% Added · +455 sh | Q2 2026 | |
| 17 | LPL Financial LLC | $353K | 13K | ▲+39% Added · +4K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $352K | 13K | ▼−2.7% Reduced · −371 sh | Q1 2026 | |
| 19 | Creative Planning | $311K | 12K | —Held | Q1 2026 | |
| 20 | McIlrath & Eck, LLC | $48K | 2K | ▲New +2K sh | Q1 2026 | |
| 21 | Parallel Advisors, LLC | $30K | 1K | —Held | Q1 2026 | |
| 22 | Asset Dedication, LLC | $20K | 769 | —Held | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $17K | 665 | ▼−15% Reduced · −120 sh | Q2 2026 | |
| 24 | UBS Group AG | $2K | 63 | ▲New +63 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in IBIG and 4 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 10 funds | $2.2B |
| VANGUARD VALUE ETFVTV | 10 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $474.9M |
| NVIDIA CORPNVDA | 9 funds | $3.8B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $3.5B |
| AMAZON.COM INCAMZN | 9 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.7B |
| MICROSOFT CORPMSFT | 9 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 9 funds | $926.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $360.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 9 funds | $306.5M |
| ISHARES RUSSELL 1000 GROWTHIWF | 9 funds | $214.6M |
Ranked by how many of IBIG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 155 funds | $1.6B |
| IBDZmc | 116 funds | $593.1M |
| IBMSmc | 106 funds | $224.8M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 81 funds | $192.4M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.7M |
| MAXJmc | 48 funds | $74.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IBIG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IBIG/capital-change-brief"
Use Arkolith's capital_change_brief for IBIG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IBIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.