47 tracked 13F filers disclose a position in IBHJ as of the latest SEC 13F filings, a combined $67.6M 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 | $31.5M | 1.2M | ▲+27% Added · +256K sh | Q2 2026 | |
| 2 | Marathon Mission, Inc. | $5.3M | 201K | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 3 | Chicago Partners Investment Group LLC | $5.2M | 200K | ▲+5.6% Added · +11K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $2.5M | 96K | ▲+167% Added · +60K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.4M | 90K | ▲+33% Added · +22K sh | Q1 2026 | |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $2.2M | 85K | ▲+542% Added · +72K sh | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $2.0M | 75K | ▲+29% Added · +17K sh | Q2 2026 | |
| 8 | Straight Path Wealth Management | $2.0M | 74K | ▲+0.3% Added · +217 sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $1.8M | 69K | ▲+29% Added · +15K sh | Q1 2026 | |
| 10 | First Western Trust Bank | $1.6M | 61K | ▲+229% Added · +43K sh | Q2 2026 | |
| 11 | BlackRock, Inc. | $1.6M | 60K | ▲+33% Added · +15K sh | Q1 2026 | |
| 12 | WRAPMANAGER INC | $735K | 28K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 13 | Bullock Wealth Management Group | $680K | 26K | ▲New +26K sh | Q2 2026 | |
| 14 | FOCUSED ALPHA, LLC | $644K | 24K | ▲+1.6% Added · +396 sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $576K | 22K | ▲+15% Added · +3K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $551K | 21K | ▼−63% Reduced · −36K sh | Q1 2026 | |
| 17 | MTM FINANCIAL GROUP, LLC | $487K | 18K | ▲New +18K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $461K | 18K | ▲+2.8% Added · +478 sh | Q1 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $453K | 17K | ▲+30% Added · +4K sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $430K | 16K | ▼−0.5% Reduced · −85 sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $426K | 16K | ▼−73% Reduced · −44K sh | Q1 2026 | |
| 22 | Lido Advisors, LLC | $426K | 16K | ▲New +16K sh | Q2 2026 | |
| 23 | Segment Wealth Management, LLC | $365K | 14K | ▲+6.8% Added · +880 sh | Q2 2026 | |
| 24 | Aspen Wealth Management LLC | $299K | 11K | —Held | Q2 2026 | |
| 25 | Stockman Wealth Management, Inc. | $293K | 11K | —Held | 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, 4 funds opened a new position in IBHJ and 6 added to an existing one, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 19 funds | $1.5B |
| MICROSOFT CORPMSFT | 19 funds | $972.2M |
| NVIDIA CORPNVDA | 18 funds | $1.2B |
| AMAZON.COM INCAMZN | 18 funds | $676.9M |
| BROADCOM INCAVGO | 18 funds | $591.7M |
| ALPHABET INC-CL AGOOGL | 18 funds | $547.2M |
| JPMORGAN CHASE & COJPM | 18 funds | $493.7M |
| ELI LILLY & COLLY | 18 funds | $317.4M |
| JOHNSON & JOHNSONJNJ | 18 funds | $201.6M |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 17 funds | $682.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $437.0M |
Ranked by how many of IBHJ'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 IBHJ
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/IBHJ/capital-change-brief"
Use Arkolith's capital_change_brief for IBHJ. 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 IBHJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.