34 tracked 13F filers disclose a position in IBIE as of the latest SEC 13F filings, a combined $67.5M 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 | TRUE Private Wealth Advisors | $33.9M | 1.3M | ▼−13% Reduced · −192K sh | Q2 2026 | |
| 2 | Quantum Financial Advisors, LLC | $9.7M | 369K | ▲+11% Added · +35K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.3M | 162K | ▲New +162K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $2.6M | 101K | ▲+24% Added · +19K sh | Q1 2026 | |
| 5 | CENTRAL TRUST Co | $2.2M | 84K | ▲+42% Added · +25K sh | Q1 2026 | |
| 6 | Split Rock Private Trading & Wealth Management, LLC | $2.2M | 82K | ▲New +82K sh | Q2 2026 | |
| 7 | Addison Advisors LLC | $1.5M | 59K | ▼−46% Reduced · −50K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.1M | 43K | ▲+31% Added · +10K sh | Q1 2026 | |
| 9 | JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 40K | ▲+17% Added · +6K sh | Q2 2026 | |
| 10 | DAVENPORT & Co LLC | $1.0M | 38K | ▲New +38K sh | Q2 2026 | |
| 11 | Gateway Wealth Partners, LLC | $896K | 34K | ▲New +34K sh | Q2 2026 | |
| 12 | Penobscot Investment Management Company, Inc. | $894K | 34K | ▲+1.5% Added · +500 sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $635K | 24K | ▼−8.1% Reduced · −2K sh | Q1 2026 | |
| 14 | Bradley & Co. Private Wealth Management, LLC | $631K | 24K | ▲+0.1% Added · +25 sh | Q2 2026 | |
| 15 | Briggs Wealth Management, Inc | $605K | 23K | ▲+32% Added · +6K sh | Q2 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $505K | 19K | —Held | Q1 2026 | |
| 17 | MKT Advisors LLC | $487K | 19K | ▲+8.1% Added · +1K sh | Q2 2026 | |
| 18 | ARK & TLK INVESTMENTS, LLC | $471K | 18K | —Held | Q2 2026 | |
| 19 | Cerity Partners LLC | $457K | 17K | ▲New +17K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $397K | 15K | ▲+3.8% Added · +549 sh | Q1 2026 | |
| 21 | Creative Planning | $365K | 14K | —Held | Q1 2026 | |
| 22 | 4Thought Financial Group Inc. | $365K | 14K | ▲+3.4% Added · +460 sh | Q2 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $302K | 11K | ▲+11% Added · +1K sh | Q2 2026 | |
| 24 | Strategic Financial Concepts, LLC | $283K | 11K | —Held | Q2 2026 | |
| 25 | Clark Asset Management, LLC | $266K | 10K | ▲+0.2% Added · +24 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 IBIE and 7 added to an existing one, while 2 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 | 15 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $510.2M |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $4.0B |
| NVIDIA CORPNVDA | 14 funds | $3.9B |
| AMAZON.COM INCAMZN | 14 funds | $2.0B |
| MICROSOFT CORPMSFT | 14 funds | $1.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 14 funds | $466.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $372.4M |
| VANGUARD VALUE ETFVTV | 14 funds | $361.2M |
| MICRON TECHNOLOGY INCMU | 13 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 13 funds | $1.4B |
| BROADCOM INCAVGO | 13 funds | $1.2B |
Ranked by how many of IBIE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 154 funds | $1.6B |
| IBDZmc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.1M |
| 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 IBIE
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/IBIE/capital-change-brief"
Use Arkolith's capital_change_brief for IBIE. 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 IBIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.