11 tracked 13F filers disclose a position in IBIK as of the latest SEC 13F filings, a combined $28.1M 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 | HighTower Advisors, LLC | $15.2M | 589K | ▼−34% Reduced · −302K sh | Q1 2026 | |
| 2 | D.A. DAVIDSON & CO. | $4.5M | 174K | ▲+6.4% Added · +10K sh | Q2 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $4.0M | 154K | ▲+203% Added · +103K sh | Q1 2026 | |
| 4 | Tower Research Capital LLC (TRC) | $2.4M | 94K | ▲New +94K sh | Q1 2026 | |
| 5 | Bradley & Co. Private Wealth Management, LLC | $661K | 26K | ▲+16% Added · +3K sh | Q2 2026 | |
| 6 | 4Thought Financial Group Inc. | $364K | 14K | ▲+3.5% Added · +472 sh | Q2 2026 | |
| 7 | Quantum Financial Advisors, LLC | $322K | 12K | ▲+7.3% Added · +851 sh | Q2 2026 | |
| 8 | ARK & TLK INVESTMENTS, LLC | $298K | 12K | —Held | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $231K | 9K | ▲New +9K sh | Q1 2026 | |
| 10 | Asset Dedication, LLC | $143K | 6K | ▲New +6K sh | Q2 2026 | |
| 11 | CENTRAL TRUST Co | $31K | 1K | ▲+26% Added · +250 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 IBIK and 2 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 | $1.9B |
| VANGUARD VALUE ETFVTV | 6 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $404.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $312.6M |
| ISHARES CORE MSCI EMERGINGIEMG | 6 funds | $101.4M |
| ISHARES MSCI EAFE ETFEFA | 6 funds | $48.7M |
| VANGUARD REAL ESTATE ETFVNQ | 6 funds | $32.6M |
| ISHARES IBONDS OCT 2030 TTIBIG | 6 funds | $7.0M |
| ISHARES JP MORGAN USD EMERGIEMB | 6 funds | $5.1M |
| NVIDIA CORPNVDA | 5 funds | $3.6B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $2.8B |
| AMAZON.COM INCAMZN | 5 funds | $1.9B |
Ranked by how many of IBIK'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 IBIK
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/IBIK/capital-change-brief"
Use Arkolith's capital_change_brief for IBIK. 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 IBIK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.