399 tracked 13F filers disclose a position in IBDS as of the latest SEC 13F filings, a combined $2.6B 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/ | $224.6M | 9.3M | ▲+3.5% Added · +313K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $126.1M | 5.2M | ▲+0.5% Added · +25K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $106.7M | 4.4M | ▲+6.3% Added · +260K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | $105.8M | 4.4M | ▼−6.1% Reduced · −284K sh | Q2 2026 | |
| 5 | UBS Group AG | $103.3M | 4.3M | ▲+9.2% Added · +361K sh | Q1 2026 | |
| 6 | HM PAYSON & CO | $100.2M | 4.1M | ▼−2.5% Reduced · −105K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $83.3M | 3.4M | ▲+5.8% Added · +189K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $81.8M | 3.4M | ▲+0.8% Added · +28K sh | Q1 2026 | |
| 9 | Sound View Wealth Advisors Group, LLC | $52.1M | 2.2M | ▲+5.0% Added · +102K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $44.0M | 1.8M | ▲+5.8% Added · +99K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $44.0M | 1.8M | ▲+0.9% Added · +16K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $41.5M | 1.7M | ▲+4.5% Added · +73K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $39.5M | 1.6M | ▼−17% Reduced · −338K sh | Q1 2026 | |
| 14 | Gratus Wealth Advisors, LLC | $36.4M | 1.5M | ▲+2.5% Added · +36K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $36.0M | 1.5M | ▼−3.5% Reduced · −54K sh | Q1 2026 | |
| 16 | Kathmere Capital Management, LLC | $35.5M | 1.5M | ▲+6.8% Added · +93K sh | Q2 2026 | |
| 17 | HOWLAND CAPITAL MANAGEMENT LLC | $32.4M | 1.3M | ▲+5.3% Added · +67K sh | Q2 2026 | |
| 18 | SIGMA INVESTMENT COUNSELORS INC | $32.2M | 1.3M | ▲+2.8% Added · +36K sh | Q2 2026 | |
| 19 | RVW Wealth, LLC | $30.8M | 1.3M | ▲+4.5% Added · +54K sh | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $28.2M | 1.2M | ▲+16% Added · +160K sh | Q2 2026 | |
| 21 | TRUIST FINANCIAL CORP | $27.9M | 1.2M | ▲+1.5% Added · +17K sh | Q1 2026 | |
| 22 | WOODMONT INVESTMENT COUNSEL LLC | $25.7M | 1.1M | ▼−22% Reduced · −297K sh | Q2 2026 | |
| 23 | STIFEL FINANCIAL CORP | $24.7M | 1.0M | ▼−8.6% Reduced · −96K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.9M | 987K | ▲+6.7% Added · +62K sh | Q1 2026 | |
| 25 | Klingman & Associates, LLC | $23.2M | 960K | ▼−2.6% Reduced · −26K sh | Q2 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 IBDS and 33 added to an existing one, while 12 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 | 225 funds | $18.6B |
| MICROSOFT CORPMSFT | 220 funds | $13.9B |
| NVIDIA CORPNVDA | 217 funds | $16.8B |
| AMAZON.COM INCAMZN | 215 funds | $10.8B |
| ALPHABET INC-CL AGOOGL | 212 funds | $9.1B |
| JPMORGAN CHASE & COJPM | 208 funds | $7.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 208 funds | $4.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 207 funds | $8.8B |
| ISHARES CORE S&P 500 ETFIVV | 202 funds | $18.6B |
| ALPHABET INC-CL CGOOG | 202 funds | $7.4B |
| ELI LILLY & COLLY | 202 funds | $4.8B |
| JOHNSON & JOHNSONJNJ | 201 funds | $3.4B |
Ranked by how many of IBDS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 593 funds | $21.5B |
| EAGGmc | 433 funds | $3.8B |
| ESMLmc | 425 funds | $1.6B |
| IFRAmc | 403 funds | $1.8B |
| IBDSthis pagemc | 399 funds | $2.6B |
| IBDTmc | 396 funds | $2.7B |
| ARTYmc | 350 funds | $996.9M |
| SYSBmc | 255 funds | $980.2M |
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 IBDS
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/IBDS/capital-change-brief"
Use Arkolith's capital_change_brief for IBDS. 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 IBDS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.