115 tracked 13F filers disclose a position in IBDZ as of the latest SEC 13F filings, a combined $585.8M 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 | $61.3M | 2.4M | ▲+71% Added · +977K sh | Q2 2026 | |
| 2 | Sarver Vrooman Wealth Advisors | $43.6M | 1.7M | ▲+1.6% Added · +26K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $39.0M | 1.5M | ▲+16% Added · +211K sh | Q1 2026 | |
| 4 | SIGMA INVESTMENT COUNSELORS INC | $34.0M | 1.3M | ▲+21% Added · +222K sh | Q2 2026 | |
| 5 | SUMMITRY LLC | $33.6M | 1.3M | ▲+1.9% Added · +24K sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $31.6M | 1.2M | ▲+14% Added · +150K sh | Q1 2026 | |
| 7 | Summit Financial, LLC | $27.5M | 1.1M | ▼−40% Reduced · −701K sh | Q2 2026 | |
| 8 | MV CAPITAL MANAGEMENT, INC. | $19.1M | 732K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $18.3M | 701K | ▲+4.6% Added · +31K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $16.3M | 625K | ▲+220% Added · +430K sh | Q1 2026 | |
| 11 | Seneca House Advisors | $14.3M | 547K | ▲+10% Added · +50K sh | Q2 2026 | |
| 12 | MB, LEVIS & ASSOCIATES, LLC | $13.4M | 516K | ▲+0.9% Added · +5K sh | Q2 2026 | |
| 13 | ARROW FINANCIAL CORP | $13.3M | 512K | ▲+16% Added · +71K sh | Q2 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $13.1M | 504K | ▲15× Added · +471K sh | Q1 2026 | |
| 15 | PFG Private Wealth Management, LLC | $12.8M | 491K | ▼−7.7% Reduced · −41K sh | Q2 2026 | |
| 16 | NESTEGG ADVISORS, INC. | $10.2M | 392K | ▲+23% Added · +73K sh | Q2 2026 | |
| 17 | Parkway Wealth Management Group, LLC | $10.1M | 389K | ▲+1.2% Added · +4K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $10.1M | 387K | ▲+69% Added · +158K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $10.0M | 385K | ▲+15% Added · +49K sh | Q1 2026 | |
| 20 | UBS Group AG | $9.6M | 370K | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 21 | US BANCORP \DE\ | $9.1M | 350K | ▲+13% Added · +39K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 329K | ▲+77% Added · +143K sh | Q1 2026 | |
| 23 | Guidance Point Advisors, LLC | $7.6M | 293K | ▲+4.0% Added · +11K sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $7.6M | 290K | ▲+8.8% Added · +24K sh | Q2 2026 | |
| 25 | Lido Advisors, LLC | $6.9M | 266K | ▲+2.1% Added · +6K 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, 8 funds opened a new position in IBDZ and 32 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 | 54 funds | $5.0B |
| MICROSOFT CORPMSFT | 53 funds | $4.0B |
| AMAZON.COM INCAMZN | 52 funds | $2.9B |
| NVIDIA CORPNVDA | 51 funds | $4.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 50 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 50 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 50 funds | $1.5B |
| ELI LILLY & COLLY | 50 funds | $1.1B |
| WALMART INCWMT | 50 funds | $745.8M |
| BROADCOM INCAVGO | 49 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $1.3B |
Ranked by how many of IBDZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 154 funds | $1.6B |
| IBDZthis pagemc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.1M |
| MAXJmc | 48 funds | $74.1M |
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 IBDZ
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/IBDZ/capital-change-brief"
Use Arkolith's capital_change_brief for IBDZ. 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 IBDZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.