Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was LBMC Investment Advisors, LLC (+16%).
13 tracked 13F filers disclose a position in IBHL as of the latest SEC 13F filings, a combined $10.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LBMC Investment Advisors, LLC | 165K | $4.2M | ▲+16% Added · +23K sh | Q2 2026 | |
| 2 | First Western Trust Bank | 66K | $1.7M | ▲+241% Added · +47K sh | Q2 2026 | |
| 3 | Straight Path Wealth Management | 49K | $1.2M | ▲+2.5% Added · +1K sh | Q2 2026 | |
| 4 | Integrated Wealth Concepts LLC | 35K | $902K | ▲New +35K sh | Q2 2026 | |
| 5 | MCF Advisors LLC | 21K | $532K | —Held | Q2 2026 | |
| 6 | Jane Street Group, LLC | 20K | $500K | ▲+85% Added · +9K sh | Q1 2026 | |
| 7 | Bullock Wealth Management Group | 19K | $487K | ▲+46% Added · +6K sh | Q2 2026 | |
| 8 | Morgan Stanley | 11K | $284K | ▲+13% Added · +1K sh | Q1 2026 | |
| 9 | Northwestern Mutual Wealth Management Co | 4K | $98K | —Held | Q1 2026 | |
| 10 | CNB Bank | 3K | $65K | ▲+5.0% Added · +121 sh | Q2 2026 | |
| 11 | Wells Fargo & Company | 677 | $17K | ▲New +677 sh | Q1 2026 | |
| 12 | Bogart Wealth, LLC | 581 | $15K | —Held | Q1 2026 | |
| 13 | AE Wealth Management LLC | 431 | $11K | ▲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 added to an existing position in IBHL, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 2 funds | $363.0M |
| Vanguard S&P 500 ETFVOO | 2 funds | $322.5M |
| Invesco S&P 500 Equal WeightRSP | 2 funds | $281.1M |
| Ishares Russell 2000 ETFIWM | 2 funds | $222.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $114.4M |
| Ishares Core Msci Eafe ETFIEFA | 2 funds | $111.7M |
| Ishares Core Msci EmergingIEMG | 2 funds | $107.6M |
| Ishares Core S&P Midcap ETFIJH | 2 funds | $84.6M |
| Ishares Core S&P Small-Cap EIJR | 2 funds | $81.0M |
| Ishares Msci Eafe ETFEFA | 2 funds | $67.7M |
| Ishares Core High Dividend EHDV | 2 funds | $65.5M |
| Ishares Core Dividend GrowthDGRO | 2 funds | $64.8M |
Ranked by how many of IBHL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBHL.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
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 IBHL
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.