23 tracked 13F filers disclose a position in IBIC as of the latest SEC 13F filings, a combined $22.5M 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 | Quantum Financial Advisors, LLC | $6.9M | 265K | ▼−20% Reduced · −65K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.0M | 154K | ▲New +154K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $2.6M | 102K | ▲+24% Added · +20K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $1.3M | 50K | ▼−69% Reduced · −112K sh | Q1 2026 | |
| 5 | CENTRAL TRUST Co | $1.2M | 47K | ▲+6.0% Added · +3K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $1.1M | 43K | ▼−14% Reduced · −7K sh | Q1 2026 | |
| 7 | DAVENPORT & Co LLC | $1.0M | 39K | ▲+342% Added · +30K sh | Q2 2026 | |
| 8 | CITADEL ADVISORS LLC | $981K | 38K | ▼−46% Reduced · −32K sh | Q1 2026 | |
| 9 | Creative Planning | $650K | 25K | —Held | Q1 2026 | |
| 10 | MKT Advisors LLC | $505K | 20K | ▲+7.8% Added · +1K sh | Q2 2026 | |
| 11 | ARK & TLK INVESTMENTS, LLC | $441K | 17K | —Held | Q2 2026 | |
| 12 | Cerity Partners LLC | $296K | 11K | ▲New +11K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285K | 11K | ▼−40% Reduced · −7K sh | Q1 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $268K | 10K | —Held | Q1 2026 | |
| 15 | Sigma Planning Corp | $228K | 9K | ▲+2.2% Added · +193 sh | Q1 2026 | |
| 16 | Focus Financial Network, Inc. | $215K | 8K | —Held | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | $199K | 8K | ▲New +8K sh | Q1 2026 | |
| 18 | Allworth Financial LP | $107K | 4K | —Held | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $52K | 2K | ▲New +2K sh | Q1 2026 | |
| 20 | Parallel Advisors, LLC | $30K | 1K | —Held | Q1 2026 | |
| 21 | Asset Dedication, LLC | $13K | 501 | ▲New +501 sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $7K | 262 | ▼−1.9% Reduced · −5 sh | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | $4K | 162 | —Held | 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, 2 funds opened a new position in IBIC and 2 added to an existing one, while 1 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 | 5 funds | $4.8B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $3.8B |
| APPLE INCAAPL | 5 funds | $3.0B |
| AMAZON.COM INCAMZN | 5 funds | $2.8B |
| MICROSOFT CORPMSFT | 5 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 5 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 5 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 5 funds | $1.6B |
| BROADCOM INCAVGO | 5 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 5 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 5 funds | $1.3B |
Ranked by how many of IBIC'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/IBIC/capital-change-brief"
Use Arkolith's capital_change_brief for IBIC. 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 IBIC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.