32 tracked 13F filers disclose a position in IBHK as of the latest SEC 13F filings, a combined $31.4M 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 | $17.2M | 666K | ▲+37% Added · +180K sh | Q2 2026 | |
| 2 | Integrated Wealth Concepts LLC | $2.1M | 80K | ▲+49% Added · +26K sh | Q2 2026 | |
| 3 | First Western Trust Bank | $1.7M | 65K | ▲+242% Added · +46K sh | Q2 2026 | |
| 4 | Straight Path Wealth Management | $1.7M | 65K | ▲+0.7% Added · +479 sh | Q2 2026 | |
| 5 | LPL Financial LLC | $1.5M | 58K | ▲+511% Added · +49K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $950K | 37K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $731K | 29K | ▼−58% Reduced · −40K sh | Q1 2026 | |
| 8 | WRAPMANAGER INC | $735K | 29K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 9 | Bullock Wealth Management Group | $685K | 27K | ▲New +27K sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $568K | 22K | ▲+106% Added · +11K sh | Q1 2026 | |
| 11 | FOCUSED ALPHA, LLC | $458K | 18K | ▲+1.8% Added · +306 sh | Q2 2026 | |
| 12 | Lido Advisors, LLC | $432K | 17K | ▲New +17K sh | Q2 2026 | |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $432K | 17K | ▲+31% Added · +4K sh | Q2 2026 | |
| 14 | Keeler Thomas Management LLC | $344K | 13K | ▼−65% Reduced · −25K sh | Q2 2026 | |
| 15 | Aspen Wealth Management LLC | $299K | 12K | —Held | Q2 2026 | |
| 16 | Segment Wealth Management, LLC | $266K | 10K | ▲+13% Added · +1K sh | Q2 2026 | |
| 17 | Ellis Investment Partners, LLC | $263K | 10K | ▲+5.4% Added · +521 sh | Q2 2026 | |
| 18 | Reliant Wealth Planning | $259K | 10K | —Held | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $239K | 9K | ▲+4.8% Added · +432 sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $135K | 5K | ▼−3.3% Reduced · −181 sh | Q1 2026 | |
| 21 | CNB Bank | $88K | 3K | ▲+4.9% Added · +160 sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $85K | 3K | ▲+110% Added · +2K sh | Q1 2026 | |
| 23 | Orion Capital Management LLC | $77K | 3K | —Held | Q2 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $67K | 3K | ▲New +3K sh | Q1 2026 | |
| 25 | BARRETT & COMPANY, INC. | $64K | 2K | —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, 1 fund opened a new position in IBHK and 3 added to an existing one, while 2 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 | 9 funds | $349.6M |
| NVIDIA CORPNVDA | 9 funds | $244.7M |
| AMAZON.COM INCAMZN | 9 funds | $165.5M |
| MICROSOFT CORPMSFT | 9 funds | $156.7M |
| ALPHABET INC-CL AGOOGL | 9 funds | $125.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $70.2M |
| JPMORGAN CHASE & COJPM | 9 funds | $61.7M |
| BROADCOM INCAVGO | 9 funds | $61.1M |
| COSTCO WHOLESALE CORPCOST | 9 funds | $54.2M |
| ISHARES IBONDS 2028 TM HY INIBHH | 9 funds | $49.9M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $49.2M |
| ISHARES IBONDS 2029 TM HY INIBHI | 9 funds | $43.7M |
Ranked by how many of IBHK's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 154 funds | $1.6B |
| IBDZmc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.1M |
| MAXJmc | 48 funds | $74.1M |
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 IBHK
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/IBHK/capital-change-brief"
Use Arkolith's capital_change_brief for IBHK. 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 IBHK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.