97 tracked 13F filers disclose a position in IBHH as of the latest SEC 13F filings, a combined $276.7M 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 | LBMC INVESTMENT ADVISORS, LLC | $45.5M | 1.9M | ▲+11% Added · +196K sh | Q2 2026 | |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $30.6M | 1.3M | ▲+4.2% Added · +52K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $25.8M | 1.1M | ▲+20% Added · +181K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.8M | 887K | ▲+1.5% Added · +13K sh | Q1 2026 | |
| 5 | Federation des caisses Desjardins du Quebec | $19.9M | 849K | ▼−2.8% Reduced · −25K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $18.7M | 795K | ▲+4.8% Added · +36K sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $11.7M | 498K | ▼−14% Reduced · −83K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $8.5M | 360K | ▲+3.6% Added · +13K sh | Q1 2026 | |
| 9 | Mutual Advisors, LLC | $7.8M | 333K | ▲+7.0% Added · +22K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $6.1M | 258K | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.8M | 247K | ▲+33% Added · +62K sh | Q1 2026 | |
| 12 | LITTLEJOHN FINANCIAL SERVICES, INC. | $5.1M | 215K | ▲+1.3% Added · +3K sh | Q2 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $4.9M | 210K | ▲+45% Added · +66K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $4.9M | 210K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $4.0M | 169K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 155K | ▼−23% Reduced · −45K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $3.6M | 152K | ▲+0.1% Added · +204 sh | Q1 2026 | |
| 18 | Straight Path Wealth Management | $3.2M | 136K | ▲+6.5% Added · +8K sh | Q2 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 127K | ▲+81% Added · +57K sh | Q2 2026 | |
| 20 | Robertson Stephens Wealth Management, LLC | $2.5M | 107K | ▼−13% Reduced · −16K sh | Q2 2026 | |
| 21 | Rialto Wealth Management, LLC | $2.5M | 107K | ▼−0.2% Reduced · −175 sh | Q2 2026 | |
| 22 | Commonwealth Financial Services, LLC | $2.5M | 106K | ▼−71% Reduced · −255K sh | Q2 2026 | |
| 23 | Penobscot Investment Management Company, Inc. | $2.3M | 98K | ▲+37% Added · +26K sh | Q2 2026 | |
| 24 | First Western Trust Bank | $1.7M | 71K | ▲+242% Added · +50K sh | Q2 2026 | |
| 25 | JANE STREET GROUP, LLC | $1.6M | 69K | ▲New +69K 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, 10 funds opened a new position in IBHH and 20 added to an existing one, while 11 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 | 45 funds | $6.5B |
| APPLE INCAAPL | 45 funds | $5.4B |
| AMAZON.COM INCAMZN | 44 funds | $3.6B |
| MICROSOFT CORPMSFT | 44 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 44 funds | $2.4B |
| VANGUARD S&P 500 ETFVOO | 43 funds | $2.1B |
| BROADCOM INCAVGO | 42 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 42 funds | $1.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 42 funds | $1.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 42 funds | $1.1B |
| ELI LILLY & COLLY | 42 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $6.5B |
Ranked by how many of IBHH'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 IBHH
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/IBHH/capital-change-brief"
Use Arkolith's capital_change_brief for IBHH. 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 IBHH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.