88 tracked 13F filers disclose a position in IBHI as of the latest SEC 13F filings, a combined $244.1M 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 | $40.0M | 1.7M | ▲+16% Added · +242K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $32.6M | 1.4M | ▲+7.3% Added · +96K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.4M | 1.1M | ▲+2.0% Added · +22K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $21.2M | 908K | ▲+6.1% Added · +52K sh | Q2 2026 | |
| 5 | Baltimore-Washington Financial Advisors, Inc. | $16.6M | 710K | ▲+8.9% Added · +58K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 535K | ▼−7.3% Reduced · −42K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $9.6M | 414K | ▼−5.1% Reduced · −22K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $8.6M | 370K | ▲+35% Added · +96K sh | Q1 2026 | |
| 9 | LITTLEJOHN FINANCIAL SERVICES, INC. | $6.7M | 285K | ▲+13% Added · +33K sh | Q2 2026 | |
| 10 | Delta Wealth Advisors LLC | $5.4M | 232K | ▲+6.3% Added · +14K sh | Q2 2026 | |
| 11 | Stratos Wealth Partners, LTD. | $5.2M | 221K | ▲+5.0% Added · +10K sh | Q2 2026 | |
| 12 | Marathon Mission, Inc. | $5.1M | 220K | ▲New +220K sh | Q2 2026 | |
| 13 | Bradley & Co. Private Wealth Management, LLC | $3.4M | 145K | —Held | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $3.4M | 144K | ▲+57% Added · +52K sh | Q1 2026 | |
| 15 | Straight Path Wealth Management | $3.0M | 128K | ▲+10% Added · +12K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | $3.0M | 127K | ▲+26% Added · +26K sh | Q2 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $2.9M | 127K | ▲+40% Added · +36K sh | Q1 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 108K | ▲+306% Added · +82K sh | Q1 2026 | |
| 19 | Commonwealth Financial Services, LLC | $2.3M | 99K | ▼−72% Reduced · −253K sh | Q2 2026 | |
| 20 | Sigma Planning Corp | $1.9M | 82K | ▲+6.5% Added · +5K sh | Q2 2026 | |
| 21 | Penobscot Investment Management Company, Inc. | $1.8M | 78K | ▲+7.5% Added · +5K sh | Q2 2026 | |
| 22 | First Western Trust Bank | $1.7M | 72K | ▲+242% Added · +51K sh | Q2 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $1.6M | 69K | ▲+21% Added · +12K sh | Q2 2026 | |
| 24 | BlackRock, Inc. | $1.6M | 68K | ▲+33% Added · +17K sh | Q1 2026 | |
| 25 | Keeler Thomas Management LLC | $1.3M | 56K | ▼−53% Reduced · −62K 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, 6 funds opened a new position in IBHI and 16 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 | 41 funds | $5.5B |
| APPLE INCAAPL | 40 funds | $4.2B |
| AMAZON.COM INCAMZN | 40 funds | $3.1B |
| MICROSOFT CORPMSFT | 40 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 40 funds | $2.0B |
| BROADCOM INCAVGO | 39 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 38 funds | $1.6B |
| ELI LILLY & COLLY | 38 funds | $809.5M |
| WALMART INCWMT | 38 funds | $638.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.3B |
Ranked by how many of IBHI'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 IBHI
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/IBHI/capital-change-brief"
Use Arkolith's capital_change_brief for IBHI. 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 IBHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.