21 tracked 13F filers disclose a position in IBID as of the latest SEC 13F filings, a combined $28.7M 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 | $9.6M | 365K | ▲+6.7% Added · +23K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.3M | 163K | ▲New +163K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $4.2M | 160K | ▲+308% Added · +121K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $2.6M | 101K | ▲+24% Added · +19K sh | Q1 2026 | |
| 5 | Tower Research Capital LLC (TRC) | $1.2M | 46K | ▲New +46K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $1.1M | 42K | ▲New +42K sh | Q1 2026 | |
| 7 | DAVENPORT & Co LLC | $1.0M | 39K | ▲+342% Added · +30K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $995K | 38K | ▲+30% Added · +9K sh | Q1 2026 | |
| 9 | Creative Planning | $849K | 32K | —Held | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $506K | 19K | ▲+9.5% Added · +2K sh | Q1 2026 | |
| 11 | CENTRAL TRUST Co | $497K | 19K | ▼−27% Reduced · −7K sh | Q1 2026 | |
| 12 | MKT Advisors LLC | $485K | 19K | ▲+8.2% Added · +1K sh | Q2 2026 | |
| 13 | Cerity Partners LLC | $457K | 18K | ▲New +18K sh | Q1 2026 | |
| 14 | ARK & TLK INVESTMENTS, LLC | $454K | 17K | —Held | Q2 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $270K | 10K | —Held | Q1 2026 | |
| 16 | Allworth Financial LP | $52K | 2K | —Held | Q1 2026 | |
| 17 | McIlrath & Eck, LLC | $40K | 2K | ▲New +2K sh | Q1 2026 | |
| 18 | Parallel Advisors, LLC | $30K | 1K | —Held | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $25K | 969 | ▲+63% Added · +374 sh | Q1 2026 | |
| 20 | Asset Dedication, LLC | $20K | 775 | ▲New +775 sh | Q1 2026 | |
| 21 | UBS Group AG | $19K | 743 | ▲New +743 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, 3 funds opened a new position in IBID 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 | 3 funds | $1.5B |
| NVIDIA CORPNVDA | 3 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 3 funds | $1.1B |
| MICROSOFT CORPMSFT | 3 funds | $1.1B |
| AMAZON.COM INCAMZN | 3 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $930.5M |
| ALPHABET INC-CL AGOOGL | 3 funds | $853.4M |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $682.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $653.9M |
| JPMORGAN CHASE & COJPM | 3 funds | $584.0M |
| ISHARES CORE U.S. AGGREGATEAGG | 3 funds | $526.9M |
| BROADCOM INCAVGO | 3 funds | $486.2M |
Ranked by how many of IBID'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/IBID/capital-change-brief"
Use Arkolith's capital_change_brief for IBID. 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 IBID. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.