102 tracked 13F filers disclose a position in IBD as of the latest SEC 13F filings, a combined $357.0M 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 | Inspire Advisors, LLC | $103.2M | 4.3M | ▲+28% Added · +956K sh | Q1 2026 | |
| 2 | Faithward Advisors, LLC | $40.8M | 1.7M | ▲+3.3% Added · +54K sh | Q2 2026 | |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $23.0M | 968K | ▼−8.3% Reduced · −88K sh | Q2 2026 | |
| 4 | Bare Financial Services, Inc | $18.9M | 795K | ▲+3.3% Added · +25K sh | Q2 2026 | |
| 5 | Inspire Investing, LLC | $18.3M | 769K | ▼−22% Reduced · −220K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $14.7M | 615K | ▲+46% Added · +195K sh | Q1 2026 | |
| 7 | OneAscent Financial Services LLC | $13.0M | 549K | ▼−17% Reduced · −115K sh | Q2 2026 | |
| 8 | PAX Financial Group, LLC | $8.3M | 349K | ▲+1.4% Added · +5K sh | Q2 2026 | |
| 9 | Plan A Wealth LLC | $7.7M | 322K | ▲+8.3% Added · +25K sh | Q2 2026 | |
| 10 | CITADEL ADVISORS LLC | $5.5M | 229K | ▲+364% Added · +180K sh | Q1 2026 | |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.4M | 226K | ▲+14% Added · +28K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $5.3M | 223K | ▲+5.1% Added · +11K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $4.8M | 200K | ▲+896% Added · +180K sh | Q1 2026 | |
| 14 | LVZ, Inc. | $4.7M | 198K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 15 | Valmark Advisers, Inc. | $4.5M | 187K | ▲+0.5% Added · +926 sh | Q2 2026 | |
| 16 | Legacy Wealth Asset Management, LLC | $4.4M | 185K | ▲+8.3% Added · +14K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | $4.3M | 179K | ▲+16% Added · +24K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 156K | ▲+0.1% Added · +184 sh | Q1 2026 | |
| 19 | WorthPointe, LLC | $3.7M | 154K | ▼−26% Reduced · −53K sh | Q2 2026 | |
| 20 | Range Financial Group LLC | $3.6M | 153K | ▲+15% Added · +20K sh | Q2 2026 | |
| 21 | OneAscent Investment Solutions LLC | $3.5M | 148K | ▼−4.0% Reduced · −6K sh | Q2 2026 | |
| 22 | Allworth Financial LP | $3.5M | 147K | ▲+19% Added · +23K sh | Q1 2026 | |
| 23 | TrueWealth Advisors, LLC | $2.9M | 124K | ▲+12% Added · +13K sh | Q2 2026 | |
| 24 | Belpointe Asset Management LLC | $2.5M | 106K | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $2.2M | 92K | ▼−18% Reduced · −20K 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, 8 funds opened a new position in IBD and 29 added to an existing one, while 15 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 |
|---|---|---|
| NVIDIA CORPNVDA | 61 funds | $7.0B |
| AMAZON.COM INCAMZN | 60 funds | $3.8B |
| MICROSOFT CORPMSFT | 60 funds | $3.7B |
| APPLE INCAAPL | 59 funds | $6.3B |
| BROADCOM INCAVGO | 59 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 59 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 58 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 57 funds | $1.8B |
| TESLA INCTSLA | 57 funds | $1.5B |
| ELI LILLY & COLLY | 57 funds | $1.5B |
| ADVANCED MICRO DEVICESAMD | 56 funds | $707.9M |
Ranked by how many of IBD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BIBLmc | 136 funds | $261.1M |
| SECTmc | 110 funds | $2.2B |
| WWJDmc | 107 funds | $354.8M |
| IBDthis pagemc | 102 funds | $357.0M |
| ISMDmc | 97 funds | $187.0M |
| BLESmc | 73 funds | $73.8M |
| BUYWmc | 67 funds | $866.5M |
| TMATmc | 51 funds | $114.3M |
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 IBD
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/IBD/capital-change-brief"
Use Arkolith's capital_change_brief for IBD. 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 IBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.