10 tracked 13F filers disclose a position in IBHL as of the latest SEC 13F filings, a combined $7.9M 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 | $3.6M | 141K | ▲+18% Added · +21K sh | Q1 2026 | |
| 2 | First Western Trust Bank | $1.7M | 66K | ▲+241% Added · +47K sh | Q2 2026 | |
| 3 | Straight Path Wealth Management | $1.2M | 49K | ▲+2.5% Added · +1K sh | Q2 2026 | |
| 4 | MCF Advisors LLC | $529K | 21K | ▲New +21K sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $500K | 20K | ▲+85% Added · +9K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $284K | 11K | ▲+13% Added · +1K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98K | 4K | —Held | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $17K | 677 | ▲New +677 sh | Q1 2026 | |
| 9 | Bogart Wealth, LLC | $15K | 581 | —Held | Q1 2026 | |
| 10 | AE Wealth Management LLC | $11K | 431 | ▲New +431 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, 1 fund opened a new position in IBHL and 1 added to an existing one, while 0 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 | 4 funds | $875.1M |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $817.6M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $736.9M |
| NVIDIA CORPNVDA | 4 funds | $568.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $540.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $482.1M |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 4 funds | $437.5M |
| MICROSOFT CORPMSFT | 4 funds | $434.3M |
| AMAZON.COM INCAMZN | 4 funds | $357.6M |
| ISHARES RUSSELL 2000 ETFIWM | 4 funds | $298.8M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $287.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $249.6M |
Ranked by how many of IBHL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/IBHL/capital-change-brief"
Use Arkolith's capital_change_brief for IBHL. 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 IBHL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.