2 tracked 13F filers disclose a position in IBHE as of the latest SEC 13F filings, a combined $9.3M 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 | Scissortail Wealth Management, LLC | $8.9M | 383K | ▲+1.3% Added · +5K sh | Q2 2025 | |
| 2 | Madden Advisory Services, Inc. | $352K | 15K | ▲+0.2% Added · +25 sh | Q1 2025 |
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, 0 funds opened a new position in IBHE and 1 added to an existing one, while 0 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 23 funds | $167.8B |
| APPLE INCAAPL | 23 funds | $138.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $91.1B |
| AMAZON.COM INCAMZN | 23 funds | $84.9B |
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $61.6B |
| NVIDIA CORPNVDA | 23 funds | $61.1B |
| ALPHABET INC-CL AGOOGL | 23 funds | $45.8B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $43.9B |
| UNITEDHEALTH GROUP INCUNH | 23 funds | $41.0B |
| ALPHABET INC-CL CGOOG | 23 funds | $38.4B |
| JPMORGAN CHASE & COJPM | 23 funds | $34.9B |
| VISA INC-CLASS A SHARESV | 23 funds | $33.4B |
Ranked by how many of IBHE'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 IBHE
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/IBHE/capital-change-brief"
Use Arkolith's capital_change_brief for IBHE. 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 IBHE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.