16 tracked 13F filers disclose a position in IBIH as of the latest SEC 13F filings, a combined $17.9M 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 | Quantum Financial Advisors, LLC | $6.2M | 234K | ▲+3.8% Added · +8K sh | Q2 2026 | |
| 2 | Yoder Wealth Management, Inc. | $4.3M | 165K | ▲+15% Added · +22K sh | Q2 2026 | |
| 3 | CENTRAL TRUST Co | $1.7M | 67K | ▲+60% Added · +25K sh | Q1 2026 | |
| 4 | Tower Research Capital LLC (TRC) | $848K | 32K | ▲New +32K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $780K | 30K | ▲+172% Added · +19K sh | Q2 2026 | |
| 6 | JANE STREET GROUP, LLC | $622K | 24K | ▼−44% Reduced · −19K sh | Q1 2026 | |
| 7 | Bradley & Co. Private Wealth Management, LLC | $599K | 23K | ▲+0.1% Added · +36 sh | Q2 2026 | |
| 8 | ARK & TLK INVESTMENTS, LLC | $504K | 19K | —Held | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $493K | 19K | ▲New +19K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $455K | 17K | ▲+8.2% Added · +1K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $448K | 17K | ▲+103% Added · +9K sh | Q1 2026 | |
| 12 | JIM SAULNIER & ASSOCIATES, LLC | $406K | 15K | ▲+9.8% Added · +1K sh | Q2 2026 | |
| 13 | 4Thought Financial Group Inc. | $364K | 14K | ▲+3.5% Added · +469 sh | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $83K | 3K | ▲+5.7% Added · +170 sh | Q2 2026 | |
| 15 | Asset Dedication, LLC | $20K | 759 | —Held | Q2 2026 | |
| 16 | Bullock Wealth Management Group | $10K | 386 | ▲New +386 sh | Q2 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, 1 fund opened a new position in IBIH and 3 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 | 6 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $333.3M |
| VANGUARD REAL ESTATE ETFVNQ | 6 funds | $31.9M |
| VANGUARD VALUE ETFVTV | 6 funds | $31.4M |
| ISHRS IBNDS OCT 2033 TRMIBIJ | 6 funds | $5.2M |
| ISHARES IBONDS OCT 2030 TTIBIG | 6 funds | $3.5M |
| ISHARES IBONDS OCT 2029 TTIBIF | 6 funds | $3.0M |
| ISHARES IBONDS OCT 2028 TTIBIE | 6 funds | $2.6M |
| ISHARES IBONDS OCT 2026 TTIBIC | 6 funds | $2.3M |
| NVIDIA CORPNVDA | 5 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $2.7B |
| AMAZON.COM INCAMZN | 5 funds | $1.7B |
Ranked by how many of IBIH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 156 funds | $1.6B |
| IBDZmc | 116 funds | $593.3M |
| IBMSmc | 106 funds | $224.8M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $192.6M |
| 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 IBIH
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/IBIH/capital-change-brief"
Use Arkolith's capital_change_brief for IBIH. 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 IBIH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.