Among active 13F managers last quarter, 4 opened and 7 added, while 4 reduced; the largest holder to move was Two Sigma Investments, LP (+77%).
36 tracked 13F filers disclose a position in IBBQ as of the latest SEC 13F filings, a combined $20.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 151K | $4.4M | ▲+252% Added · +108K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 110K | $3.2M | ▲+844% Added · +98K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 91K | $2.6M | ▼−12% Reduced · −13K sh | Q1 2026 | |
| 4 | Two Sigma Investments, LP | 51K | $1.5M | ▲+77% Added · +22K sh | Q1 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 33K | $963K | ▲New +33K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 32K | $939K | ▲New +32K sh | Q1 2026 | |
| 7 | Knightsbridge Asset Management, LLC | 29K | $957K | —Held | Q2 2026 | |
| 8 | Advisory Services Network, LLC | 21K | $608K | ▲New +21K sh | Q1 2026 | |
| 9 | Churchill Financial Advisors, LLC | 20K | $664K | ▲New +20K sh | Q2 2026 | |
| 10 | Orion Porfolio Solutions, LLC | 20K | $646K | ▲+44% Added · +6K sh | Q2 2026 | |
| 11 | Clearstead Advisors, LLC | 19K | $635K | ▼−50% Reduced · −19K sh | Q2 2026 | |
| 12 | Concurrent Investment Advisors, LLC | 14K | $464K | ▼−3.4% Reduced · −499 sh | Q2 2026 | |
| 13 | Raffa Wealth Management, LLC | 13K | $411K | —Held | Q2 2026 | |
| 14 | Beckerman Institutional, LLC | 11K | $374K | ▲+3.9% Added · +426 sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 10K | $292K | ▲+26% Added · +2K sh | Q1 2026 | |
| 16 | CreativeOne Wealth, LLC | 9K | $289K | ▲+12% Added · +925 sh | Q2 2026 | |
| 17 | Susquehanna International Group, LLP | 8K | $233K | ▼−49% Reduced · −8K sh | Q1 2026 | |
| 18 | Ignite Planners, LLC | 8K | $260K | ▲+3.3% Added · +252 sh | Q2 2026 | |
| 19 | Breakwater Capital Group | 7K | $231K | ▲+2.3% Added · +157 sh | Q2 2026 | |
| 20 | Lauer Wealth, LLC | 6K | $201K | ▲New +6K sh | Q2 2026 | |
| 21 | UBS Group AG | 1K | $38K | ▲27× Added · +1K sh | Q1 2026 | |
| 22 | Royal Bank Of Canada | 1K | $38K | —Held | Q1 2026 | |
| 23 | Signature Equity Partners, LLC | 654 | $21K | ▲+0.1% Added · +1 sh | Q2 2026 | |
| 24 | Princeton Global Asset Management LLC | 601 | $20K | ▲+201% Added · +401 sh | Q2 2026 | |
| 25 | Morgan Stanley | 551 | $16K | ▲551× Added · +550 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, 4 funds opened a new position in IBBQ and 7 added to an existing one, while 4 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 |
|---|---|---|
| Apple IncAAPL | 17 funds | $4.4B |
| Nvidia CorpNVDA | 17 funds | $4.1B |
| Amazon.com IncAMZN | 17 funds | $2.5B |
| Alphabet Inc-CL AGOOGL | 17 funds | $2.4B |
| Vanguard S&P 500 ETFVOO | 17 funds | $2.1B |
| Microsoft CorpMSFT | 17 funds | $2.0B |
| JPMorgan Chase & CoJPM | 17 funds | $1.6B |
| Micron Technology IncMU | 17 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 17 funds | $970.5M |
Ranked by how many of IBBQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBBQ.
No filings captured for this ticker in the live stream yet.
Connected entities for IBBQ
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/IBBQ/capital-change-brief"
Use Arkolith's capital_change_brief for IBBQ. 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 IBBQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.