121 tracked 13F filers disclose a position in IBHG as of the latest SEC 13F filings, a combined $279.3M 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 | LBMC INVESTMENT ADVISORS, LLC | $39.1M | 1.8M | ▲+9.6% Added · +156K sh | Q2 2026 | |
| 2 | ARROW FINANCIAL CORP | $32.9M | 1.5M | ▲New +1.5M sh | Q2 2026 | |
| 3 | LPL Financial LLC | $25.3M | 1.1M | ▲+25% Added · +229K sh | Q1 2026 | |
| 4 | Federation des caisses Desjardins du Quebec | $19.8M | 893K | ▼−3.1% Reduced · −28K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $17.7M | 800K | ▼−2.7% Reduced · −22K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $8.9M | 401K | ▲New +401K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $8.8M | 397K | ▲+3.3% Added · +13K sh | Q1 2026 | |
| 8 | UBS Group AG | $7.4M | 335K | ▲+59% Added · +124K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $7.2M | 325K | ▲+18% Added · +49K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $5.8M | 263K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $5.5M | 249K | ▼−0.2% Reduced · −479 sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $4.8M | 217K | ▲+13% Added · +25K sh | Q1 2026 | |
| 13 | J.W. COLE ADVISORS, INC. | $4.7M | 214K | ▼−4.1% Reduced · −9K sh | Q2 2026 | |
| 14 | Concurrent Investment Advisors, LLC | $4.5M | 203K | ▲New +203K sh | Q2 2026 | |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.3M | 196K | ▲+44% Added · +60K sh | Q2 2026 | |
| 16 | Mid-American Wealth Advisory Group, Inc. | $4.3M | 196K | ▼−6.2% Reduced · −13K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $4.1M | 186K | ▲+11% Added · +19K sh | Q2 2026 | |
| 18 | Carr Financial Group Corp | $3.3M | 151K | ▲+26% Added · +31K sh | Q2 2026 | |
| 19 | OLD MISSION CAPITAL LLC | $3.0M | 136K | ▼−57% Reduced · −177K sh | Q1 2026 | |
| 20 | Straight Path Wealth Management | $3.0M | 135K | ▲+6.1% Added · +8K sh | Q2 2026 | |
| 21 | Commonwealth Financial Services, LLC | $2.7M | 120K | ▼−69% Reduced · −268K sh | Q2 2026 | |
| 22 | Penobscot Investment Management Company, Inc. | $2.5M | 113K | ▲+27% Added · +24K sh | Q2 2026 | |
| 23 | EIGHT 31 FINANCIAL, LLC | $2.4M | 107K | ▲+2.7% Added · +3K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $2.2M | 100K | ▲+189% Added · +65K sh | Q2 2026 | |
| 25 | ROYAL BANK OF CANADA | $2.0M | 92K | ▼−63% Reduced · −160K 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, 8 funds opened a new position in IBHG and 22 added to an existing one, while 14 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 | 55 funds | $10.1B |
| APPLE INCAAPL | 55 funds | $8.2B |
| AMAZON.COM INCAMZN | 54 funds | $4.5B |
| MICROSOFT CORPMSFT | 54 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 53 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $2.9B |
| VANGUARD S&P 500 ETFVOO | 50 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 50 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $1.9B |
| COSTCO WHOLESALE CORPCOST | 50 funds | $1.3B |
| ISHARES CORE S&P 500 ETFIVV | 49 funds | $6.6B |
| BROADCOM INCAVGO | 49 funds | $2.7B |
Ranked by how many of IBHG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1166 funds | $19.5B |
| IBDUmc | 353 funds | $2.8B |
| IBDVmc | 316 funds | $2.2B |
| IBTGmc | 291 funds | $1.8B |
| IBTHmc | 285 funds | $1.7B |
| USXFmc | 273 funds | $859.0M |
| IBDWmc | 264 funds | $1.7B |
| DMXFmc | 241 funds | $621.2M |
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 IBHG
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/IBHG/capital-change-brief"
Use Arkolith's capital_change_brief for IBHG. 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 IBHG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.