14 tracked 13F filers disclose a position in IBII as of the latest SEC 13F filings, a combined $16.7M 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 | $5.6M | 214K | ▲+604% Added · +184K sh | Q2 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $3.2M | 125K | ▲New +125K sh | Q1 2026 | |
| 3 | Tower Research Capital LLC (TRC) | $1.9M | 75K | ▲New +75K sh | Q1 2026 | |
| 4 | CENTRAL TRUST Co | $1.7M | 67K | ▲+79% Added · +30K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $735K | 28K | ▼−8.1% Reduced · −3K sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $730K | 28K | ▲+191% Added · +19K sh | Q1 2026 | |
| 7 | Bradley & Co. Private Wealth Management, LLC | $655K | 25K | ▲+1.3% Added · +312 sh | Q2 2026 | |
| 8 | ARK & TLK INVESTMENTS, LLC | $503K | 19K | —Held | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $382K | 15K | ▲New +15K sh | Q1 2026 | |
| 10 | Yoder Wealth Management, Inc. | $380K | 15K | —Held | Q2 2026 | |
| 11 | JANE STREET GROUP, LLC | $371K | 14K | ▲+47% Added · +5K sh | Q1 2026 | |
| 12 | 4Thought Financial Group Inc. | $364K | 14K | ▲+3.4% Added · +458 sh | Q2 2026 | |
| 13 | Asset Dedication, LLC | $81K | 3K | ▲+309% Added · +2K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $17K | 671 | ▼−48% Reduced · −625 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, 1 fund opened a new position in IBII and 2 added to an existing one, while 1 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 | 5 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $332.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $193.0M |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $92.1M |
| VANGUARD REAL ESTATE ETFVNQ | 5 funds | $30.6M |
| VANGUARD VALUE ETFVTV | 5 funds | $27.3M |
| ISHARES MSCI EAFE ETFEFA | 5 funds | $19.6M |
| ISHARESIBONDSOCT2034TMTIPSIBIK | 5 funds | $4.4M |
| ISHARES JP MORGAN USD EMERGIEMB | 5 funds | $4.3M |
| ISHRS IBNDS OCT 2033 TRMIBIJ | 5 funds | $4.0M |
| ISHARES IBONDS OCT 2035 TIPSIBIL | 5 funds | $3.6M |
| ISHARES IBONDS OCT 2030 TTIBIG | 5 funds | $2.7M |
Ranked by how many of IBII'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 | $593.0M |
| IBMSmc | 106 funds | $224.5M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 81 funds | $192.3M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.4M |
| 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.
Connected entities for IBII
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/IBII/capital-change-brief"
Use Arkolith's capital_change_brief for IBII. 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 IBII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.