159 tracked 13F filers disclose a position in IBHF as of the latest SEC 13F filings, a combined $512.7M 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 | LPL Financial LLC | $46.9M | 2.0M | ▲+8.9% Added · +168K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $38.2M | 1.7M | ▲+1.0% Added · +16K sh | Q1 2026 | |
| 3 | COWA, LLC | $26.9M | 1.2M | ▲+7.0% Added · +77K sh | Q2 2026 | |
| 4 | LBMC INVESTMENT ADVISORS, LLC | $26.3M | 1.2M | ▲+3.4% Added · +38K sh | Q2 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.5M | 1.1M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $23.4M | 1.0M | ▼−8.6% Reduced · −96K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $19.3M | 841K | ▼−57% Reduced · −1.1M sh | Q1 2026 | |
| 8 | Federation des caisses Desjardins du Quebec | $18.8M | 821K | ▼−3.3% Reduced · −28K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $15.3M | 665K | ▼−8.9% Reduced · −65K sh | Q1 2026 | |
| 10 | Ruggaard & Associates LLC | $11.9M | 526K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 11 | Baltimore-Washington Financial Advisors, Inc. | $10.7M | 471K | ▼−1.1% Reduced · −5K sh | Q2 2026 | |
| 12 | Integrated Wealth Concepts LLC | $10.6M | 468K | ▲+47% Added · +150K sh | Q2 2026 | |
| 13 | Mid-American Wealth Advisory Group, Inc. | $10.5M | 464K | ▼−51% Reduced · −475K sh | Q2 2026 | |
| 14 | Cornerstone Planning, LLC | $9.7M | 429K | ▲+0.1% Added · +287 sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $9.6M | 418K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 16 | Stratos Wealth Partners, LTD. | $8.8M | 389K | ▼−0.1% Reduced · −278 sh | Q2 2026 | |
| 17 | Sequoia Financial Advisors, LLC | $7.8M | 338K | ▼−65% Reduced · −625K sh | Q1 2026 | |
| 18 | Mutual Advisors, LLC | $7.6M | 331K | ▲+8.8% Added · +27K sh | Q1 2026 | |
| 19 | LITTLEJOHN FINANCIAL SERVICES, INC. | $7.4M | 327K | ▼−45% Reduced · −271K sh | Q2 2026 | |
| 20 | Delta Wealth Advisors LLC | $6.8M | 302K | ▲+6.4% Added · +18K sh | Q2 2026 | |
| 21 | BIP Wealth, LLC | $6.1M | 268K | ▼−33% Reduced · −130K sh | Q2 2026 | |
| 22 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.9M | 259K | ▼~0% Reduced · −48 sh | Q2 2026 | |
| 23 | TABR Capital Management, LLC | $5.7M | 250K | ▲+2.4% Added · +6K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $5.6M | 249K | ▲+4.5% Added · +11K sh | Q2 2026 | |
| 25 | EVEXIA WEALTH LLC | $5.5M | 243K | ▲+49% Added · +80K 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, 3 funds opened a new position in IBHF and 26 added to an existing one, while 22 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 |
|---|---|---|
| NVIDIA CORPNVDA | 79 funds | $8.7B |
| APPLE INCAAPL | 79 funds | $7.4B |
| AMAZON.COM INCAMZN | 77 funds | $4.5B |
| MICROSOFT CORPMSFT | 77 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 76 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $1.9B |
| ELI LILLY & COLLY | 74 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $3.5B |
| BROADCOM INCAVGO | 73 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 73 funds | $2.2B |
| ISHARES CORE S&P 500 ETFIVV | 72 funds | $8.4B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $2.3B |
Ranked by how many of IBHF'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 IBHF
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/IBHF/capital-change-brief"
Use Arkolith's capital_change_brief for IBHF. 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 IBHF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.