316 tracked 13F filers disclose a position in IBDV as of the latest SEC 13F filings, a combined $2.2B 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/ | $198.5M | 9.1M | ▲+11% Added · +928K sh | Q1 2026 | |
| 2 | Aptus Capital Advisors, LLC | $134.1M | 6.2M | ▲+1.8% Added · +108K sh | Q2 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $117.6M | 5.4M | ▼−13% Reduced · −815K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $103.7M | 4.7M | ▲+33% Added · +1.2M sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $94.2M | 4.3M | ▲+21% Added · +755K sh | Q1 2026 | |
| 6 | CAPITAL ADVISORS INC/OK | $70.9M | 3.3M | ▲+1.2% Added · +38K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $64.1M | 2.9M | ▼−3.4% Reduced · −103K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $55.0M | 2.5M | ▲+7.2% Added · +170K sh | Q1 2026 | |
| 9 | HM PAYSON & CO | $53.7M | 2.5M | ▲+48% Added · +801K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $51.6M | 2.4M | ▲+2.8% Added · +64K sh | Q1 2026 | |
| 11 | UBS Group AG | $46.3M | 2.1M | ▲+13% Added · +244K sh | Q1 2026 | |
| 12 | Sound View Wealth Advisors Group, LLC | $41.0M | 1.9M | ▲+7.7% Added · +134K sh | Q2 2026 | |
| 13 | Klingman & Associates, LLC | $37.4M | 1.7M | ▲+4.0% Added · +65K sh | Q2 2026 | |
| 14 | SIGMA INVESTMENT COUNSELORS INC | $36.2M | 1.7M | ▲+1.1% Added · +17K sh | Q2 2026 | |
| 15 | Gratus Wealth Advisors, LLC | $35.8M | 1.6M | ▲+2.6% Added · +42K sh | Q2 2026 | |
| 16 | Lido Advisors, LLC | $34.9M | 1.6M | ▼−19% Reduced · −380K sh | Q2 2026 | |
| 17 | Summit Financial, LLC | $33.6M | 1.5M | ▼−4.3% Reduced · −69K sh | Q2 2026 | |
| 18 | Kathmere Capital Management, LLC | $29.4M | 1.3M | ▼−10% Reduced · −153K sh | Q2 2026 | |
| 19 | RVW Wealth, LLC | $28.5M | 1.3M | ▲+8.6% Added · +103K sh | Q2 2026 | |
| 20 | Venture Visionary Partners LLC | $27.8M | 1.3M | ▲+9.0% Added · +106K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $26.6M | 1.2M | ▲+6.1% Added · +70K sh | Q2 2026 | |
| 22 | WOODMONT INVESTMENT COUNSEL LLC | $26.3M | 1.2M | ▲+13% Added · +143K sh | Q2 2026 | |
| 23 | US BANCORP \DE\ | $25.5M | 1.2M | ▲+4.1% Added · +46K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $23.2M | 1.1M | ▲+11% Added · +103K sh | Q1 2026 | |
| 25 | Advisors Capital Management, LLC | $22.6M | 1.0M | ▲+6.1% Added · +60K 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 IBDV and 43 added to an existing one, while 5 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 | 169 funds | $18.1B |
| MICROSOFT CORPMSFT | 166 funds | $13.6B |
| NVIDIA CORPNVDA | 165 funds | $18.8B |
| AMAZON.COM INCAMZN | 164 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 161 funds | $9.1B |
| JPMORGAN CHASE & COJPM | 161 funds | $7.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 160 funds | $13.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 160 funds | $4.6B |
| ISHARES CORE S&P 500 ETFIVV | 157 funds | $15.8B |
| JOHNSON & JOHNSONJNJ | 156 funds | $3.7B |
| ISHARES IBONDS DEC 2029 TERMIBDU | 156 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 155 funds | $7.6B |
Ranked by how many of IBDV'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 IBDV
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/IBDV/capital-change-brief"
Use Arkolith's capital_change_brief for IBDV. 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 IBDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.