396 tracked 13F filers disclose a position in IBDT as of the latest SEC 13F filings, a combined $2.7B 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/ | $226.7M | 9.0M | ▲+3.2% Added · +279K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $133.9M | 5.3M | ▼−40% Reduced · −3.5M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $117.8M | 4.7M | ▲+1.3% Added · +62K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | $106.7M | 4.2M | ▼−5.6% Reduced · −251K sh | Q2 2026 | |
| 5 | CAPITAL ADVISORS INC/OK | $90.2M | 3.6M | ▲+1.1% Added · +39K sh | Q2 2026 | |
| 6 | UBS Group AG | $89.3M | 3.5M | ▲+16% Added · +491K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $79.0M | 3.1M | ▲+4.8% Added · +143K sh | Q1 2026 | |
| 8 | HM PAYSON & CO | $74.5M | 2.9M | ▲+28% Added · +650K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $63.7M | 2.5M | ▲+11% Added · +249K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $46.8M | 1.8M | ▼−0.4% Reduced · −7K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $44.9M | 1.8M | ▼−2.0% Reduced · −36K sh | Q1 2026 | |
| 12 | Sound View Wealth Advisors Group, LLC | $42.1M | 1.7M | ▲+6.7% Added · +104K sh | Q2 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $41.4M | 1.6M | ▲+1.7% Added · +28K sh | Q1 2026 | |
| 14 | HENGEHOLD CAPITAL MANAGEMENT LLC | $38.4M | 1.5M | ▲+5.9% Added · +85K sh | Q2 2026 | |
| 15 | SUMMITRY LLC | $38.1M | 1.5M | ▲+3.7% Added · +54K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $37.2M | 1.5M | ▲+16% Added · +206K sh | Q1 2026 | |
| 17 | WOODMONT INVESTMENT COUNSEL LLC | $36.7M | 1.5M | ▼−10% Reduced · −170K sh | Q2 2026 | |
| 18 | Gratus Wealth Advisors, LLC | $35.6M | 1.4M | ▲+2.8% Added · +38K sh | Q2 2026 | |
| 19 | Kathmere Capital Management, LLC | $35.1M | 1.4M | ▲+6.3% Added · +83K sh | Q2 2026 | |
| 20 | SIGMA INVESTMENT COUNSELORS INC | $33.8M | 1.3M | ▲+4.6% Added · +59K sh | Q2 2026 | |
| 21 | HOWLAND CAPITAL MANAGEMENT LLC | $33.1M | 1.3M | ▲+6.4% Added · +79K sh | Q2 2026 | |
| 22 | Klingman & Associates, LLC | $32.7M | 1.3M | ▼−0.7% Reduced · −9K sh | Q2 2026 | |
| 23 | RVW Wealth, LLC | $30.5M | 1.2M | ▲+4.1% Added · +47K sh | Q2 2026 | |
| 24 | Baltimore-Washington Financial Advisors, Inc. | $27.5M | 1.1M | ▲+3.4% Added · +36K sh | Q2 2026 | |
| 25 | Summit Financial, LLC | $27.5M | 1.1M | ▲+99% Added · +541K 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 IBDT and 38 added to an existing one, while 9 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 | 221 funds | $19.4B |
| MICROSOFT CORPMSFT | 217 funds | $15.2B |
| NVIDIA CORPNVDA | 213 funds | $19.1B |
| AMAZON.COM INCAMZN | 213 funds | $12.7B |
| ALPHABET INC-CL AGOOGL | 211 funds | $10.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 204 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 204 funds | $7.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 204 funds | $5.5B |
| ELI LILLY & COLLY | 202 funds | $4.8B |
| ISHARES CORE S&P 500 ETFIVV | 199 funds | $20.0B |
| JOHNSON & JOHNSONJNJ | 197 funds | $3.9B |
| WALMART INCWMT | 197 funds | $2.9B |
Ranked by how many of IBDT'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 IBDT
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/IBDT/capital-change-brief"
Use Arkolith's capital_change_brief for IBDT. 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 IBDT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.