6 tracked 13F filers disclose a position in IBDQ as of the latest SEC 13F filings, a combined $32.7M 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 | Summit Asset Management, LLC | $16.9M | 671K | ▲+1.4% Added · +9K sh | Q3 2025 | |
| 2 | Scissortail Wealth Management, LLC | $8.0M | 316K | ▲+2.6% Added · +8K sh | Q2 2025 | |
| 3 | Madden Advisory Services, Inc. | $7.7M | 307K | ▲+3.4% Added · +10K sh | Q1 2025 | |
| 4 | CVA Family Office, LLC | $97K | 4K | —Held | Q2 2025 | |
| 5 | Financial Gravity Companies, Inc. | $28K | 1K | ▲+21% Added · +203 sh | Q1 2018 | |
| 6 | HUNTINGTON NATIONAL BANK | $25 | 1 | —Held | 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, 0 funds opened a new position in IBDQ and 3 added to an existing one, while 0 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 2 funds | $15.9M |
| VANGUARD VALUE ETFVTV | 2 funds | $12.8M |
| STATE STREET SPDR S&P MIDCAPMDY | 2 funds | $7.5M |
| ISHARES MSCI EAFE ETFEFA | 2 funds | $7.3M |
| MICROSOFT CORPMSFT | 2 funds | $5.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 2 funds | $3.3M |
| ISHARES 0-5 YEAR TIPS BOND ESTIP | 2 funds | $3.2M |
| VANGUARD S/T CORP BOND ETFVCSH | 2 funds | $3.1M |
| VANGUARD REAL ESTATE ETFVNQ | 2 funds | $3.1M |
| VANECK IG FLOATING RATE ETFFLTR | 2 funds | $2.9M |
| ISHARES TIPS BOND ETFTIP | 2 funds | $2.5M |
| VANGUARD UTILITIES ETFVPU | 2 funds | $2.3M |
Ranked by how many of IBDQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DGROmc | 1050 funds | $20.4B |
| IUSBmc | 690 funds | $34.5B |
| IQLTmc | 502 funds | $9.9B |
| SHYGmc | 445 funds | $5.1B |
| ICSHmc | 440 funds | $3.2B |
| IEURmc | 362 funds | $5.6B |
| HEFAmc | 361 funds | $5.7B |
| TFLOmc | 342 funds | $3.4B |
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 IBDQ
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/IBDQ/capital-change-brief"
Use Arkolith's capital_change_brief for IBDQ. 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 IBDQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.