Among active 13F managers last quarter, 3 opened and 4 added, while 1 reduced; the largest holder to move was Addison Advisors LLC (−45%).
30 tracked 13F filers disclose a position in IBID as of the latest SEC 13F filings, a combined $35.0M 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 | Quantum Financial Advisors, LLC | 365K | $9.6M | ▲+6.7% Added · +23K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 171K | $4.5M | ▲+69% Added · +70K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 163K | $4.3M | ▲New +163K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 160K | $4.2M | ▲+308% Added · +121K sh | Q1 2026 | |
| 5 | Addison Advisors LLC | 60K | $1.6M | ▼−45% Reduced · −48K sh | Q2 2026 | |
| 6 | High Note Wealth, LLC | 51K | $1.4M | ▲~0% Added · +3 sh | Q2 2026 | |
| 7 | Tower Research Capital LLC (TRC) | 46K | $1.2M | ▲New +46K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 42K | $1.1M | ▲New +42K sh | Q1 2026 | |
| 9 | Davenport & Co LLC | 39K | $1.0M | ▲+342% Added · +30K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 38K | $995K | ▲+30% Added · +9K sh | Q1 2026 | |
| 11 | Creative Planning | 32K | $849K | —Held | Q1 2026 | |
| 12 | Bradley & Co. Private Wealth Management, LLC | 23K | $600K | ▲+0.1% Added · +31 sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 19K | $506K | ▲+9.5% Added · +2K sh | Q1 2026 | |
| 14 | Central Trust Co | 19K | $497K | ▼−27% Reduced · −7K sh | Q1 2026 | |
| 15 | MKT Advisors LLC | 19K | $485K | ▲+8.2% Added · +1K sh | Q2 2026 | |
| 16 | Cerity Partners LLC | 18K | $457K | ▲New +18K sh | Q1 2026 | |
| 17 | Ark & TLK Investments, LLC | 17K | $454K | —Held | Q2 2026 | |
| 18 | Jim Saulnier & Associates, LLC | 15K | $397K | ▲+20% Added · +3K sh | Q2 2026 | |
| 19 | 4Thought Financial Group Inc. | 14K | $366K | ▲+3.5% Added · +469 sh | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | 11K | $301K | ▲+11% Added · +1K sh | Q2 2026 | |
| 21 | Asset Dedication, LLC | 3K | $70K | ▲+246% Added · +2K sh | Q2 2026 | |
| 22 | Allworth Financial LP | 2K | $52K | —Held | Q1 2026 | |
| 23 | McIlrath & Eck, LLC | 2K | $40K | ▲New +2K sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | 1K | $35K | ▲New +1K sh | Q2 2026 | |
| 25 | Parallel Advisors, LLC | 1K | $30K | —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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in IBID and 4 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 | 12 funds | $484.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $192.1M |
| Ishares Core S&P 500 ETFIVV | 11 funds | $737.3M |
| Nvidia CorpNVDA | 11 funds | $344.1M |
| Microsoft CorpMSFT | 11 funds | $302.0M |
| Invesco QQQ Trust Series 1QQQ | 11 funds | $194.3M |
| Amazon.com IncAMZN | 11 funds | $158.2M |
| Vanguard Total Stock MKT ETFVTI | 11 funds | $116.7M |
| Vanguard Value ETFVTV | 11 funds | $114.1M |
| JPMorgan Chase & CoJPM | 11 funds | $100.6M |
| Vanguard S&P 500 ETFVOO | 11 funds | $72.6M |
| Ishares Russell 1000 GrowthIWF | 11 funds | $40.0M |
Ranked by how many of IBID's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBID.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.9M |
| TOPTmc | 95 funds | $180.0M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 61 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 IBID
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 + the live filing stream, joined for IBID. Filings are public domain, sourced to SEC EDGAR.