Among active 13F managers last quarter, 2 opened and 5 added, while 1 reduced; the largest holder to move was Addison Advisors LLC (−46%).
30 tracked 13F filers disclose a position in IBIC as of the latest SEC 13F filings, a combined $29.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | 265K | $6.9M | ▼−20% Reduced · −65K sh | Q2 2026 | |
| 2 | Raymond James Financial Inc | 154K | $4.0M | ▲New +154K sh | Q1 2026 | |
| 3 | High Note Wealth, LLC | 143K | $3.7M | ▲~0% Added · +3 sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 102K | $2.6M | ▲+24% Added · +20K sh | Q1 2026 | |
| 5 | Addison Advisors LLC | 55K | $1.4M | ▼−46% Reduced · −47K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 50K | $1.3M | ▼−69% Reduced · −112K sh | Q1 2026 | |
| 7 | Central Trust Co | 47K | $1.2M | ▲+6.0% Added · +3K sh | Q1 2026 | |
| 8 | Collaborative Fund Advisors, LLC | 45K | $1.2M | ▲New +45K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 43K | $1.1M | ▼−14% Reduced · −7K sh | Q1 2026 | |
| 10 | Citadel Advisors LLC | 42K | $1.1M | ▲+12% Added · +5K sh | Q2 2026 | |
| 11 | Davenport & Co LLC | 39K | $1.0M | ▲+342% Added · +30K sh | Q2 2026 | |
| 12 | Creative Planning | 25K | $650K | —Held | Q1 2026 | |
| 13 | MKT Advisors LLC | 20K | $505K | ▲+7.8% Added · +1K sh | Q2 2026 | |
| 14 | Ark & TLK Investments, LLC | 17K | $441K | —Held | Q2 2026 | |
| 15 | 4Thought Financial Group Inc. | 14K | $368K | ▲+2.7% Added · +371 sh | Q2 2026 | |
| 16 | Jim Saulnier & Associates, LLC | 12K | $322K | ▲+12% Added · +1K sh | Q2 2026 | |
| 17 | Cerity Partners LLC | 11K | $296K | ▲New +11K sh | Q1 2026 | |
| 18 | Susquehanna International Group, LLP | 11K | $285K | ▼−40% Reduced · −7K sh | Q1 2026 | |
| 19 | Beacon Pointe Advisors, LLC | 10K | $270K | —Held | Q2 2026 | |
| 20 | Focus Financial Network, Inc. | 8K | $215K | —Held | Q1 2026 | |
| 21 | Tower Research Capital LLC (TRC) | 8K | $199K | ▲New +8K sh | Q1 2026 | |
| 22 | Allworth Financial LP | 4K | $107K | —Held | Q1 2026 | |
| 23 | Bradley & Co. Private Wealth Management, LLC | 4K | $96K | —Held | Q2 2026 | |
| 24 | Royal Bank Of Canada | 2K | $52K | ▲New +2K sh | Q1 2026 | |
| 25 | Integrated Wealth Concepts LLC | 1K | $36K | ▲New +1K sh | 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, 2 funds opened a new position in IBIC and 5 added to an existing one, while 1 reduced. 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 |
|---|---|---|
| Apple IncAAPL | 13 funds | $2.1B |
| Nvidia CorpNVDA | 12 funds | $4.1B |
| Amazon.com IncAMZN | 12 funds | $2.0B |
| Micron Technology IncMU | 12 funds | $1.7B |
| Microsoft CorpMSFT | 12 funds | $1.4B |
| JPMorgan Chase & CoJPM | 12 funds | $853.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $502.9M |
| Vanguard Value ETFVTV | 12 funds | $230.3M |
| Ishares Core S&P 500 ETFIVV | 11 funds | $4.0B |
| Taiwan Semiconductor-SP ADRTSM | 11 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 11 funds | $1.2B |
| Broadcom IncAVGO | 11 funds | $1.2B |
Ranked by how many of IBIC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBIC.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 156 funds | $1.6B |
| IBDZmc | 116 funds | $593.3M |
| IBMSmc | 106 funds | $224.8M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $192.6M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.7M |
| 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 IBIC
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 + the live filing stream, joined for IBIC. Filings are public domain, sourced to SEC EDGAR.