24 tracked 13F filers disclose a position in IBIF as of the latest SEC 13F filings, a combined $30.1M 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 | $9.0M | 344K | ▲+8.0% Added · +25K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.4M | 168K | ▲New +168K sh | Q1 2026 | |
| 3 | CENTRAL TRUST Co | $2.9M | 109K | ▲+42% Added · +32K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $2.6M | 100K | ▲+24% Added · +19K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $2.4M | 91K | ▲+107% Added · +47K sh | Q2 2026 | |
| 6 | Robertson Stephens Wealth Management, LLC | $2.0M | 78K | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $1.1M | 43K | ▲+13% Added · +5K sh | Q1 2026 | |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | $862K | 33K | ▲+19% Added · +5K sh | Q2 2026 | |
| 9 | Briggs Wealth Management, Inc | $735K | 28K | ▲+98% Added · +14K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $685K | 26K | ▼−43% Reduced · −20K sh | Q1 2026 | |
| 11 | ARK & TLK INVESTMENTS, LLC | $487K | 19K | —Held | Q2 2026 | |
| 12 | MKT Advisors LLC | $473K | 18K | ▲+8.6% Added · +1K sh | Q2 2026 | |
| 13 | Bradley & Co. Private Wealth Management, LLC | $483K | 18K | ▲+0.2% Added · +34 sh | Q2 2026 | |
| 14 | Creative Planning | $408K | 16K | —Held | Q1 2026 | |
| 15 | LPL Financial LLC | $364K | 14K | ▲+0.7% Added · +98 sh | Q1 2026 | |
| 16 | 4Thought Financial Group Inc. | $364K | 14K | ▲+3.5% Added · +465 sh | Q2 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $264K | 10K | ▼−0.3% Reduced · −31 sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $202K | 8K | ▲New +8K sh | Q1 2026 | |
| 19 | Tower Research Capital LLC (TRC) | $85K | 3K | ▲New +3K sh | Q1 2026 | |
| 20 | Allworth Financial LP | $52K | 2K | —Held | Q1 2026 | |
| 21 | McIlrath & Eck, LLC | $46K | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | Asset Dedication, LLC | $36K | 1K | ▲+77% Added · +587 sh | Q2 2026 | |
| 23 | Integrated Wealth Concepts LLC | $35K | 1K | ▲New +1K sh | Q2 2026 | |
| 24 | Parallel Advisors, LLC | $30K | 1K | —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 IBIF and 5 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 | 9 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $402.9M |
| VANGUARD VALUE ETFVTV | 9 funds | $120.4M |
| ISHARES IBONDS OCT 2030 TTIBIG | 9 funds | $4.2M |
| ISHARES IBONDS OCT 2028 TTIBIE | 9 funds | $3.1M |
| NVIDIA CORPNVDA | 8 funds | $3.5B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $3.4B |
| AMAZON.COM INCAMZN | 8 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.7B |
| MICROSOFT CORPMSFT | 8 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 8 funds | $797.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $241.3M |
Ranked by how many of IBIF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 155 funds | $1.6B |
| IBDZmc | 116 funds | $593.0M |
| IBMSmc | 106 funds | $224.5M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 81 funds | $192.3M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.4M |
| 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 IBIF
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/IBIF/capital-change-brief"
Use Arkolith's capital_change_brief for IBIF. 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 IBIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.