208 tracked 13F filers disclose a position in IBDX as of the latest SEC 13F filings, a combined $1.2B 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 | Aptus Capital Advisors, LLC | $162.6M | 6.5M | ▲+1.8% Added · +114K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $73.5M | 2.9M | ▲+12% Added · +306K sh | Q1 2026 | |
| 3 | CAPITAL ADVISORS INC/OK | $71.1M | 2.8M | ▲+1.1% Added · +32K sh | Q2 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $71.1M | 2.8M | ▼−7.1% Reduced · −216K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $61.7M | 2.4M | ▲+5.2% Added · +121K sh | Q1 2026 | |
| 6 | SIGMA INVESTMENT COUNSELORS INC | $39.9M | 1.6M | ▲+4.9% Added · +74K sh | Q2 2026 | |
| 7 | Klingman & Associates, LLC | $29.6M | 1.2M | ▲+8.7% Added · +94K sh | Q2 2026 | |
| 8 | UBS Group AG | $29.6M | 1.2M | ▲+21% Added · +206K sh | Q1 2026 | |
| 9 | Summit Financial, LLC | $29.2M | 1.2M | ▼−27% Reduced · −424K sh | Q2 2026 | |
| 10 | Seven Springs Wealth Group, LLC | $26.8M | 1.1M | ▲+0.3% Added · +3K sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $25.7M | 1.0M | ▲+2.7% Added · +27K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $25.5M | 1.0M | ▼−43% Reduced · −773K sh | Q1 2026 | |
| 13 | Sound View Wealth Advisors Group, LLC | $25.3M | 1.0M | ▲+11% Added · +100K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | $22.1M | 876K | ▲+5.6% Added · +47K sh | Q2 2026 | |
| 15 | US BANCORP \DE\ | $21.9M | 869K | ▲+13% Added · +102K sh | Q1 2026 | |
| 16 | Advisors Capital Management, LLC | $21.7M | 860K | ▲+2.3% Added · +20K sh | Q2 2026 | |
| 17 | HighTower Advisors, LLC | $21.6M | 854K | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 18 | COWA, LLC | $19.5M | 774K | ▲+6.2% Added · +45K sh | Q2 2026 | |
| 19 | MV CAPITAL MANAGEMENT, INC. | $19.5M | 774K | ▲+0.1% Added · +661 sh | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $18.3M | 725K | ▲+21% Added · +123K sh | Q1 2026 | |
| 21 | ARROW FINANCIAL CORP | $15.9M | 631K | ▲+2.7% Added · +16K sh | Q2 2026 | |
| 22 | MB, LEVIS & ASSOCIATES, LLC | $13.3M | 528K | ▲+1.2% Added · +6K sh | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | $13.1M | 520K | ▲+1.3% Added · +7K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 510K | ▼−11% Reduced · −60K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $12.9M | 510K | ▲+39% Added · +142K 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 IBDX and 36 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 | 108 funds | $15.6B |
| MICROSOFT CORPMSFT | 106 funds | $12.4B |
| NVIDIA CORPNVDA | 105 funds | $16.6B |
| AMAZON.COM INCAMZN | 105 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 103 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 103 funds | $6.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 101 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 101 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 100 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 100 funds | $5.5B |
| WALMART INCWMT | 100 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 99 funds | $5.1B |
Ranked by how many of IBDX'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 IBDX
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/IBDX/capital-change-brief"
Use Arkolith's capital_change_brief for IBDX. 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 IBDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.