61 tracked 13F filers disclose a position in IMTB as of the latest SEC 13F filings, a combined $207.9M 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 | Mariner, LLC | $57.2M | 1.3M | ▲+11% Added · +133K sh | Q1 2026 | |
| 2 | Destination Wealth Management | $22.6M | 516K | ▲+3.3% Added · +16K sh | Q1 2026 | |
| 3 | Octavia Wealth Advisors, LLC | $21.6M | 495K | ▲+6.3% Added · +29K sh | Q2 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M | 247K | ▼−11% Reduced · −30K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $10.2M | 233K | ▲+116% Added · +125K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $9.9M | 226K | ▲+1.9% Added · +4K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $9.7M | 222K | ▲+124% Added · +123K sh | Q2 2026 | |
| 8 | Global Retirement Partners, LLC | $8.7M | 199K | ▲+3.3% Added · +6K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $7.6M | 173K | ▲+91% Added · +82K sh | Q1 2026 | |
| 10 | UBS Group AG | $7.0M | 160K | ▼−0.3% Reduced · −526 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $5.2M | 118K | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $4.0M | 91K | ▲+6.8% Added · +6K sh | Q1 2026 | |
| 13 | Summit Financial, LLC | $3.5M | 79K | ▲+9.1% Added · +7K sh | Q2 2026 | |
| 14 | Cannon Financial Strategists, Inc. | $3.2M | 72K | ▲+167% Added · +45K sh | Q2 2026 | |
| 15 | PFG Advisors | $2.6M | 60K | ▼−63% Reduced · −101K sh | Q2 2026 | |
| 16 | Ethos Capital Management, Inc. | $2.6M | 59K | ▼−73% Reduced · −162K sh | Q2 2026 | |
| 17 | IFP Advisors, Inc | $2.2M | 51K | ▲New +51K sh | Q2 2026 | |
| 18 | JANE STREET GROUP, LLC | $2.1M | 48K | ▼−28% Reduced · −19K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $2.0M | 47K | ▲New +47K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $2.0M | 46K | ▼−3.6% Reduced · −2K sh | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $1.9M | 44K | ▲+38% Added · +12K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1.5M | 35K | ▲+9.2% Added · +3K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 30K | ▲+29% Added · +7K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 25K | ▲+13% Added · +3K sh | Q1 2026 | |
| 25 | Revisor Wealth Management LLC | $832K | 19K | ▲New +19K 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, 3 funds opened a new position in IMTB and 6 added to an existing one, while 4 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 24 funds | $1.9B |
| APPLE INCAAPL | 23 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 23 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $1.0B |
| NVIDIA CORPNVDA | 22 funds | $4.8B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $4.1B |
| AMAZON.COM INCAMZN | 22 funds | $2.6B |
| BROADCOM INCAVGO | 22 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 22 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $943.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 22 funds | $904.0M |
| ELI LILLY & COLLY | 22 funds | $571.3M |
Ranked by how many of IMTB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IMTB
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/IMTB/capital-change-brief"
Use Arkolith's capital_change_brief for IMTB. 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 IMTB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.