264 tracked 13F filers disclose a position in IBDW as of the latest SEC 13F filings, a combined $1.7B 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 | Aptus Capital Advisors, LLC | $156.8M | 7.5M | ▲+1.8% Added · +133K sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $108.1M | 5.2M | ▲+24% Added · +984K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $105.9M | 5.1M | ▲+8.2% Added · +382K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $74.6M | 3.6M | ▲+40% Added · +1.0M sh | Q1 2026 | |
| 5 | CAPITAL ADVISORS INC/OK | $70.2M | 3.4M | ▲+1.5% Added · +49K sh | Q2 2026 | |
| 6 | Venture Visionary Partners LLC | $65.0M | 3.1M | ▲+9.3% Added · +265K sh | Q2 2026 | |
| 7 | Sarver Vrooman Wealth Advisors | $46.1M | 2.2M | ▲+1.2% Added · +26K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $43.5M | 2.1M | ▼−8.9% Reduced · −204K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $43.1M | 2.1M | ▲+5.6% Added · +109K sh | Q1 2026 | |
| 10 | SIGMA INVESTMENT COUNSELORS INC | $39.6M | 1.9M | ▲+4.6% Added · +84K sh | Q2 2026 | |
| 11 | UBS Group AG | $39.7M | 1.9M | ▲+14% Added · +229K sh | Q1 2026 | |
| 12 | Advisors Capital Management, LLC | $38.7M | 1.9M | ▲+6.3% Added · +110K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $37.1M | 1.8M | ▲+46% Added · +562K sh | Q1 2026 | |
| 14 | Klingman & Associates, LLC | $36.8M | 1.8M | ▲+3.9% Added · +67K sh | Q2 2026 | |
| 15 | SUMMITRY LLC | $34.6M | 1.7M | ▲+3.4% Added · +55K sh | Q2 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $33.7M | 1.6M | ▼−28% Reduced · −611K sh | Q1 2026 | |
| 17 | Summit Financial, LLC | $29.2M | 1.4M | ▼−26% Reduced · −500K sh | Q2 2026 | |
| 18 | Sound View Wealth Advisors Group, LLC | $27.6M | 1.3M | ▲+12% Added · +141K sh | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | $25.2M | 1.2M | ▲+3.4% Added · +40K sh | Q2 2026 | |
| 20 | WOODMONT INVESTMENT COUNSEL LLC | $23.5M | 1.1M | ▲+20% Added · +192K sh | Q2 2026 | |
| 21 | MV CAPITAL MANAGEMENT, INC. | $19.2M | 919K | ▲+0.8% Added · +7K sh | Q2 2026 | |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $19.0M | 910K | ▼−53% Reduced · −1.0M sh | Q1 2026 | |
| 23 | US BANCORP \DE\ | $18.7M | 891K | ▲+5.0% Added · +42K sh | Q1 2026 | |
| 24 | EP Wealth Advisors, LLC | $18.1M | 868K | ▲+19% Added · +137K sh | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $16.1M | 770K | ▼−9.8% Reduced · −83K 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 IBDW 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 | 145 funds | $17.6B |
| MICROSOFT CORPMSFT | 141 funds | $13.3B |
| AMAZON.COM INCAMZN | 138 funds | $11.1B |
| NVIDIA CORPNVDA | 137 funds | $17.6B |
| ALPHABET INC-CL AGOOGL | 136 funds | $8.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 136 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 135 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 135 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 133 funds | $7.8B |
| ELI LILLY & COLLY | 132 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 131 funds | $3.7B |
| WALMART INCWMT | 131 funds | $2.4B |
Ranked by how many of IBDW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1168 funds | $19.5B |
| IBDUmc | 352 funds | $2.8B |
| IBDVmc | 316 funds | $2.2B |
| IBTGmc | 292 funds | $1.8B |
| IBTHmc | 286 funds | $1.7B |
| USXFmc | 275 funds | $858.7M |
| IBDWthis pagemc | 264 funds | $1.7B |
| DMXFmc | 242 funds | $620.3M |
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 IBDW
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/IBDW/capital-change-brief"
Use Arkolith's capital_change_brief for IBDW. 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 IBDW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.