409 tracked 13F filers disclose a position in IBDR as of the latest SEC 13F filings, a combined $2.4B 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/ | $237.2M | 9.8M | ▲+0.2% Added · +19K sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | $106.2M | 4.4M | ▼−6.2% Reduced · −290K sh | Q2 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $103.6M | 4.3M | ▲+3.3% Added · +137K sh | Q1 2026 | |
| 4 | HM PAYSON & CO | $101.6M | 4.2M | ▼−2.2% Reduced · −93K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $98.0M | 4.0M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $90.9M | 3.8M | ▼−3.3% Reduced · −128K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $64.6M | 2.7M | ▼−18% Reduced · −574K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $40.8M | 1.7M | ▲+20% Added · +275K sh | Q1 2026 | |
| 9 | Gratus Wealth Advisors, LLC | $37.0M | 1.5M | ▲+2.1% Added · +31K sh | Q2 2026 | |
| 10 | Kathmere Capital Management, LLC | $36.4M | 1.5M | ▲+7.8% Added · +109K sh | Q2 2026 | |
| 11 | HOWLAND CAPITAL MANAGEMENT LLC | $36.2M | 1.5M | ▲+13% Added · +168K sh | Q2 2026 | |
| 12 | Sound View Wealth Advisors Group, LLC | $35.7M | 1.5M | ▼−26% Reduced · −509K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $35.3M | 1.5M | ▼−2.0% Reduced · −29K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $35.0M | 1.4M | ▼−2.7% Reduced · −40K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $31.9M | 1.3M | ▼−5.9% Reduced · −82K sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $29.9M | 1.2M | ▼−5.2% Reduced · −67K sh | Q1 2026 | |
| 17 | Stratos Wealth Partners, LTD. | $28.5M | 1.2M | ▲+5.6% Added · +62K sh | Q2 2026 | |
| 18 | RVW Wealth, LLC | $28.2M | 1.2M | ▲+2.1% Added · +25K sh | Q2 2026 | |
| 19 | Kestra Advisory Services, LLC | $28.2M | 1.2M | ▲+13% Added · +130K sh | Q2 2026 | |
| 20 | SIGMA INVESTMENT COUNSELORS INC | $27.8M | 1.1M | ▼−0.9% Reduced · −10K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $27.5M | 1.1M | ▲+2.0% Added · +22K sh | Q2 2026 | |
| 22 | COWA, LLC | $26.4M | 1.1M | ▲+7.3% Added · +75K sh | Q2 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $24.8M | 1.0M | ▼−16% Reduced · −192K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.7M | 1.0M | ▼−5.5% Reduced · −59K sh | Q1 2026 | |
| 25 | Mariner, LLC | $24.5M | 1.0M | ▲+3.0% Added · +29K 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, 1 fund opened a new position in IBDR and 25 added to an existing one, while 22 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 | 226 funds | $20.2B |
| MICROSOFT CORPMSFT | 223 funds | $15.3B |
| NVIDIA CORPNVDA | 221 funds | $20.3B |
| AMAZON.COM INCAMZN | 218 funds | $12.8B |
| ALPHABET INC-CL AGOOGL | 217 funds | $11.1B |
| JPMORGAN CHASE & COJPM | 214 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 213 funds | $5.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 211 funds | $7.7B |
| ISHARES CORE S&P 500 ETFIVV | 207 funds | $20.6B |
| META PLATFORMS INC-CLASS AMETA | 206 funds | $5.8B |
| ELI LILLY & COLLY | 206 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 205 funds | $7.8B |
Ranked by how many of IBDR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IBDR
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/IBDR/capital-change-brief"
Use Arkolith's capital_change_brief for IBDR. 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 IBDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.