| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $2.6M | 76K | ▲New +76K sh | Q1 2026 | |
| 2 | JANE STREET GROUP, LLC | $2.5M | 73K | ▲New +73K sh | Q1 2026 | |
| 3 | Midwest Financial Partners Investments, Inc. | $2.6M | 57K | ▲+2.9% Added · +2K sh | Q2 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $971K | 28K | ▲New +28K sh | Q1 2026 | |
| 5 | Federation des caisses Desjardins du Quebec | $828K | 24K | ▲New +24K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $584K | 17K | ▼−16% Reduced · −3K sh | Q1 2026 | |
| 7 | Advisory Alpha, LLC | $267K | 8K | ▲New +8K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | $230K | 7K | ▲New +7K sh | Q1 2026 | |
| 9 | LVW Advisors, LLC | $293K | 7K | ▼−17% Reduced · −1K sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $197K | 6K | ▲New +6K sh | Q1 2026 | |
| 11 | CoreCap Advisors, LLC | $14K | 406 | ▲New +406 sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $11K | 310 | —Held | Q1 2026 | |
| 13 | MAI Capital Management | $2K | 44 | —Held | Q1 2026 | |
| 14 | Advisory Services Network, LLC | $989 | 29 | ▲New +29 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 6 funds | $5.4B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $4.7B |
| MICROSOFT CORPMSFT | 6 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 6 funds | $2.2B |
| ROYAL BANK OF CANADARY | 6 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.9B |
| SS SPDR DOW JONES INDUS AVGDIA | 6 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $1.4B |
Ranked by how many of IBAT's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for IBAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.