Among active 13F managers last quarter, 4 opened and 3 added, while 1 reduced; the largest holder to move was Midwest Financial Partners Investments, Inc. (+2.9%).
20 tracked 13F filers disclose a position in IBAT as of the latest SEC 13F filings, a combined $17.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | 95K | $4.2M | ▲New +95K sh | Q2 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | 75K | $3.4M | ▼−0.9% Reduced · −682 sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 73K | $2.5M | ▲New +73K sh | Q1 2026 | |
| 4 | Midwest Financial Partners Investments, Inc. | 57K | $2.6M | ▲+2.9% Added · +2K sh | Q2 2026 | |
| 5 | Old Mission Capital LLC | 28K | $971K | ▲New +28K sh | Q1 2026 | |
| 6 | Federation des caisses Desjardins du Quebec | 24K | $828K | ▲New +24K sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 18K | $816K | ▲+5.9% Added · +1K sh | Q2 2026 | |
| 8 | Sanctuary Advisors, LLC | 11K | $488K | ▲+61% Added · +4K sh | Q2 2026 | |
| 9 | Advisory Alpha, LLC | 8K | $353K | —Held | Q2 2026 | |
| 10 | LVW Advisors, LLC | 7K | $293K | ▼−17% Reduced · −1K sh | Q2 2026 | |
| 11 | Glassman Wealth Services | 6K | $288K | ▲+41% Added · +2K sh | Q2 2026 | |
| 12 | Morgan Stanley | 6K | $197K | ▲New +6K sh | Q1 2026 | |
| 13 | N.E.W. Advisory Services LLC | 1K | $65K | ▲+84% Added · +660 sh | Q2 2026 | |
| 14 | Manchester Capital Management LLC | 520 | $23K | —Held | Q2 2026 | |
| 15 | CoreCap Advisors, LLC | 406 | $14K | ▲New +406 sh | Q1 2026 | |
| 16 | Royal Bank Of Canada | 310 | $11K | —Held | Q1 2026 | |
| 17 | Lanark Financial, Inc. | 249 | $11K | ▲New +249 sh | Q2 2026 | |
| 18 | MAI Capital Management | 44 | $2K | —Held | Q1 2026 | |
| 19 | Advisory Services Network, LLC | 29 | $989 | ▲New +29 sh | Q1 2026 | |
| 20 | Quaker Wealth Management, LLC | 15 | $676 | ▲New +15 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, 4 funds opened a new position in IBAT and 3 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 10 funds | $3.6B |
| Taiwan Semiconductor-SP ADRTSM | 10 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $890.2M |
| Yum! Brands IncYUM | 10 funds | $447.1M |
| Vanguard Ftse Developed ETFVEA | 10 funds | $218.1M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $2.9B |
| Amazon.com IncAMZN | 9 funds | $1.9B |
| Apple IncAAPL | 9 funds | $1.8B |
| Microsoft CorpMSFT | 9 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 9 funds | $970.6M |
| Tesla IncTSLA | 9 funds | $896.2M |
| JPMorgan Chase & CoJPM | 9 funds | $814.7M |
Ranked by how many of IBAT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBAT.
| 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 IBAT
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/IBAT/capital-change-brief"
Use Arkolith's capital_change_brief for IBAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for IBAT. Filings are public domain, sourced to SEC EDGAR.