Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Compass Capital Corp /Ma (+4.6%).
7 tracked 13F filers disclose a position in IBFR as of the latest SEC 13F filings, a combined $4.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Jane Street Group, LLC | 27K | $1.3M | ▲New +27K sh | Q1 2026 | |
| 2 | Winnacle Wealth LLC | 24K | $1.2M | ▲+7.0% Added · +2K sh | Q2 2026 | |
| 3 | Compass Capital Corp /Ma | 19K | $970K | ▲+4.6% Added · +840 sh | Q2 2026 | |
| 4 | Daymark Wealth Partners, LLC | 14K | $680K | ▲+69% Added · +6K sh | Q2 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | 500 | $25K | ▲New +500 sh | Q2 2026 | |
| 6 | IFP Advisors, Inc | 170 | $9K | —Held | Q2 2026 | |
| 7 | Harbour Investments, Inc. | 62 | $3K | ▲New +62 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 IBFR and 1 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 3 funds | $280.9M |
| Apple IncAAPL | 3 funds | $266.5M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $263.8M |
| Nvidia CorpNVDA | 3 funds | $202.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $132.7M |
| Amazon.com IncAMZN | 3 funds | $124.6M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $122.8M |
| Microsoft CorpMSFT | 3 funds | $121.0M |
| Vanguard Growth ETFVUG | 3 funds | $119.5M |
| Ishares Core S&P Midcap ETFIJH | 3 funds | $102.7M |
| Ishares S&P 500 Growth ETFIVW | 3 funds | $97.6M |
| Ishares S&P 500 Value ETFIVE | 3 funds | $93.7M |
Ranked by how many of IBFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBFR.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
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 IBFR
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/IBFR/capital-change-brief"
Use Arkolith's capital_change_brief for IBFR. 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 IBFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.