153 tracked 13F filers disclose a position in IBDY as of the latest SEC 13F filings, a combined $689.1M 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 | MORGAN STANLEY | $58.5M | 2.3M | ▲+14% Added · +270K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $50.0M | 1.9M | ▲+8.1% Added · +145K sh | Q1 2026 | |
| 3 | CAPITAL ADVISORS INC/OK | $48.9M | 1.9M | ▲New +1.9M sh | Q2 2026 | |
| 4 | SIGMA INVESTMENT COUNSELORS INC | $38.1M | 1.5M | ▲+6.7% Added · +93K sh | Q2 2026 | |
| 5 | Summit Financial, LLC | $29.4M | 1.1M | ▼−44% Reduced · −895K sh | Q2 2026 | |
| 6 | SUMMITRY LLC | $26.8M | 1.0M | ▲+1.7% Added · +17K sh | Q2 2026 | |
| 7 | MV CAPITAL MANAGEMENT, INC. | $24.3M | 945K | ▲+0.8% Added · +8K sh | Q2 2026 | |
| 8 | Envision Financial Planning, LLC | $21.7M | 839K | ▲+6.3% Added · +50K sh | Q1 2026 | |
| 9 | US BANCORP \DE\ | $20.8M | 804K | ▲+4.8% Added · +37K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $17.3M | 669K | ▲+13% Added · +75K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $16.7M | 646K | ▼−12% Reduced · −91K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $16.1M | 623K | ▲+16% Added · +84K sh | Q1 2026 | |
| 13 | ARROW FINANCIAL CORP | $15.7M | 610K | ▲+3.4% Added · +20K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $14.4M | 556K | ▲+15% Added · +73K sh | Q1 2026 | |
| 15 | UBS Group AG | $13.8M | 534K | ▲+6.9% Added · +35K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $13.2M | 509K | ▲+1.4% Added · +7K sh | Q1 2026 | |
| 17 | MB, LEVIS & ASSOCIATES, LLC | $12.8M | 495K | ▲+1.1% Added · +5K sh | Q2 2026 | |
| 18 | Sound View Wealth Advisors Group, LLC | $12.6M | 491K | ▲13× Added · +453K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 423K | ▲+8.8% Added · +34K sh | Q1 2026 | |
| 20 | INSTRUMENTAL WEALTH, LLC | $10.8M | 419K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $9.4M | 363K | ▲+249% Added · +259K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $8.6M | 335K | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $8.6M | 334K | ▲New +334K sh | Q1 2026 | |
| 24 | Mariner, LLC | $7.7M | 296K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 25 | Guidance Point Advisors, LLC | $7.4M | 289K | ▲+3.9% Added · +11K 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, 6 funds opened a new position in IBDY and 31 added to an existing one, while 10 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 | 78 funds | $9.4B |
| MICROSOFT CORPMSFT | 77 funds | $6.7B |
| AMAZON.COM INCAMZN | 76 funds | $5.9B |
| NVIDIA CORPNVDA | 75 funds | $9.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $4.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 73 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 73 funds | $3.1B |
| WALMART INCWMT | 73 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 72 funds | $9.6B |
| JOHNSON & JOHNSONJNJ | 72 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 71 funds | $3.8B |
Ranked by how many of IBDY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1167 funds | $19.5B |
| IBDUmc | 353 funds | $2.8B |
| IBDVmc | 316 funds | $2.2B |
| IBTGmc | 291 funds | $1.8B |
| IBTHmc | 285 funds | $1.7B |
| USXFmc | 274 funds | $859.5M |
| IBDWmc | 264 funds | $1.7B |
| DMXFmc | 242 funds | $621.5M |
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 IBDY
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/IBDY/capital-change-brief"
Use Arkolith's capital_change_brief for IBDY. 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 IBDY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.