82 tracked 13F filers disclose a position in IBCA as of the latest SEC 13F filings, a combined $194.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $20.7M | 806K | ▲+8.3% Added · +62K sh | Q1 2026 | |
| 2 | ARROW FINANCIAL CORP | $15.8M | 616K | ▲+4.9% Added · +29K sh | Q2 2026 | |
| 3 | MB, LEVIS & ASSOCIATES, LLC | $13.9M | 542K | ▲+1.2% Added · +6K sh | Q2 2026 | |
| 4 | MV CAPITAL MANAGEMENT, INC. | $12.1M | 473K | ▲+3.1% Added · +14K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $11.4M | 446K | ▲+99% Added · +222K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $9.8M | 383K | ▲New +383K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $8.9M | 347K | ▲+886% Added · +312K sh | Q1 2026 | |
| 8 | Guidance Point Advisors, LLC | $7.1M | 278K | ▲+5.4% Added · +14K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.8M | 266K | ▲+38% Added · +74K sh | Q1 2026 | |
| 10 | Lido Advisors, LLC | $6.4M | 249K | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 11 | Krilogy Financial LLC | $5.3M | 206K | ▲+28% Added · +44K sh | Q1 2026 | |
| 12 | Paradigm, Strategies in Wealth Management, LLC | $5.0M | 194K | ▲+31% Added · +46K sh | Q2 2026 | |
| 13 | UBS Group AG | $4.9M | 193K | ▲+22% Added · +34K sh | Q1 2026 | |
| 14 | 4Thought Financial Group Inc. | $4.8M | 187K | ▲+4.2% Added · +8K sh | Q2 2026 | |
| 15 | Probity Advisors, Inc. | $4.6M | 179K | ▲+28% Added · +39K sh | Q2 2026 | |
| 16 | BENJAMIN EDWARDS INC | $4.0M | 157K | ▼−14% Reduced · −25K sh | Q2 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 112K | ▲+49% Added · +37K sh | Q2 2026 | |
| 18 | HANCOCK WHITNEY CORP | $2.7M | 105K | ▲+240% Added · +74K sh | Q1 2026 | |
| 19 | Addison Advisors LLC | $2.6M | 101K | ▼−46% Reduced · −85K sh | Q2 2026 | |
| 20 | Stonebrook Private Inc. | $2.4M | 94K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 21 | ADIRONDACK TRUST CO | $2.4M | 92K | ▲+12% Added · +10K sh | Q2 2026 | |
| 22 | INSTRUMENTAL WEALTH, LLC | $2.4M | 92K | ▲+0.4% Added · +390 sh | Q2 2026 | |
| 23 | US BANCORP \DE\ | $2.3M | 89K | ▲+48% Added · +29K sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $2.2M | 86K | ▲+93% Added · +41K sh | Q2 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 83K | ▲+22% Added · +15K 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, 9 funds opened a new position in IBCA and 20 added to an existing one, while 5 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 | 37 funds | $4.4B |
| MICROSOFT CORPMSFT | 36 funds | $3.1B |
| NVIDIA CORPNVDA | 35 funds | $5.6B |
| AMAZON.COM INCAMZN | 35 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 35 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $1.5B |
| ISHARES IBONDS DEC 2028 ETFIBDT | 35 funds | $167.2M |
| ISHARES IBONDS DEC 2032 TCIBDX | 35 funds | $154.6M |
| ISHARES IBONDS DEC 2031 CORPIBDW | 35 funds | $135.9M |
| JPMORGAN CHASE & COJPM | 34 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 34 funds | $935.0M |
| WALMART INCWMT | 34 funds | $688.4M |
Ranked by how many of IBCA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 155 funds | $1.6B |
| IBDZmc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAthis pagemc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.1M |
| 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.
Connected entities for IBCA
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/IBCA/capital-change-brief"
Use Arkolith's capital_change_brief for IBCA. 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 IBCA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.