353 tracked 13F filers disclose a position in IBDU as of the latest SEC 13F filings, a combined $2.8B 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 | SHUFRO ROSE & CO LLC | $200.8M | 8.7M | ▲+118% Added · +4.7M sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $170.1M | 7.3M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $155.7M | 6.7M | ▲+22% Added · +1.2M sh | Q1 2026 | |
| 4 | Aptus Capital Advisors, LLC | $150.5M | 6.5M | ▲+1.8% Added · +116K sh | Q2 2026 | |
| 5 | CAPITAL ADVISORS INC/OK | $119.0M | 5.1M | ▲+1.1% Added · +57K sh | Q2 2026 | |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $117.1M | 5.0M | ▼−10% Reduced · −578K sh | Q1 2026 | |
| 7 | UBS Group AG | $85.6M | 3.7M | ▲+4.8% Added · +169K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $73.8M | 3.2M | ▲+7.5% Added · +221K sh | Q1 2026 | |
| 9 | Lido Advisors, LLC | $66.1M | 2.9M | ▼−13% Reduced · −414K sh | Q2 2026 | |
| 10 | HM PAYSON & CO | $65.8M | 2.8M | ▲+31% Added · +665K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $55.4M | 2.4M | ▲+12% Added · +249K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $54.4M | 2.3M | ▲+7.3% Added · +159K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $49.4M | 2.1M | ▲+1.1% Added · +23K sh | Q1 2026 | |
| 14 | SUMMITRY LLC | $46.8M | 2.0M | ▲+6.1% Added · +117K sh | Q2 2026 | |
| 15 | Sound View Wealth Advisors Group, LLC | $43.9M | 1.9M | ▲+7.3% Added · +129K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $43.4M | 1.9M | ▲+5.3% Added · +93K sh | Q1 2026 | |
| 17 | WOODMONT INVESTMENT COUNSEL LLC | $41.0M | 1.8M | ▲+1.1% Added · +20K sh | Q2 2026 | |
| 18 | Klingman & Associates, LLC | $37.6M | 1.6M | ▲+2.6% Added · +42K sh | Q2 2026 | |
| 19 | SIGMA INVESTMENT COUNSELORS INC | $36.2M | 1.6M | ▲+1.2% Added · +18K sh | Q2 2026 | |
| 20 | Gratus Wealth Advisors, LLC | $35.9M | 1.6M | ▲+2.7% Added · +41K sh | Q2 2026 | |
| 21 | Venture Visionary Partners LLC | $34.5M | 1.5M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 22 | Summit Financial, LLC | $28.5M | 1.2M | ▲+10% Added · +116K sh | Q2 2026 | |
| 23 | Kathmere Capital Management, LLC | $28.3M | 1.2M | ▲+6.0% Added · +70K sh | Q2 2026 | |
| 24 | Wealthcare Advisory Partners LLC | $28.3M | 1.2M | ▲+3.5% Added · +41K sh | Q2 2026 | |
| 25 | RVW Wealth, LLC | $28.0M | 1.2M | ▲+5.4% Added · +62K 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, 0 funds opened a new position in IBDU and 46 added to an existing one, while 6 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 | 193 funds | $19.6B |
| MICROSOFT CORPMSFT | 189 funds | $14.6B |
| NVIDIA CORPNVDA | 185 funds | $19.5B |
| AMAZON.COM INCAMZN | 184 funds | $12.3B |
| ALPHABET INC-CL AGOOGL | 183 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 183 funds | $7.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 182 funds | $5.2B |
| ISHARES CORE S&P 500 ETFIVV | 177 funds | $16.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 177 funds | $7.7B |
| BROADCOM INCAVGO | 174 funds | $7.4B |
| ELI LILLY & COLLY | 174 funds | $4.9B |
| JOHNSON & JOHNSONJNJ | 174 funds | $3.9B |
Ranked by how many of IBDU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1166 funds | $19.5B |
| IBDUthis pagemc | 353 funds | $2.8B |
| IBDVmc | 316 funds | $2.2B |
| IBTGmc | 291 funds | $1.8B |
| IBTHmc | 285 funds | $1.7B |
| USXFmc | 273 funds | $859.0M |
| IBDWmc | 264 funds | $1.7B |
| DMXFmc | 241 funds | $621.2M |
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 IBDU
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/IBDU/capital-change-brief"
Use Arkolith's capital_change_brief for IBDU. 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 IBDU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.