Among active 13F managers last quarter, 1 opened and 6 added, while 1 reduced; the largest holder to move was Vise Technologies, Inc. (+131%).
36 tracked 13F filers disclose a position in IBLC as of the latest SEC 13F filings, a combined $29.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Foguth Wealth Management, LLC. | 251K | $11.2M | ▲+58% Added · +92K sh | Q2 2026 | |
| 2 | Jane Street Group, LLC | 93K | $3.4M | ▲+0.8% Added · +788 sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | 43K | $2.1M | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 4 | Wealth Enhancement Advisory Services, LLC | 39K | $1.8M | ▲+0.5% Added · +179 sh | Q2 2026 | |
| 5 | Vise Technologies, Inc. | 37K | $1.8M | ▲+131% Added · +21K sh | Q2 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | 36K | $1.7M | ▲+79% Added · +16K sh | Q2 2026 | |
| 7 | GTS Securities LLC | 29K | $1.0M | ▲+282% Added · +21K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 22K | $821K | ▼−32% Reduced · −10K sh | Q1 2026 | |
| 9 | WCG Wealth Advisors LLC | 22K | $793K | ▼−8.1% Reduced · −2K sh | Q1 2026 | |
| 10 | Susquehanna International Group, LLP | 21K | $783K | —Held | Q1 2026 | |
| 11 | James Investment Research, Inc. | 13K | $644K | ▲+15% Added · +2K sh | Q2 2026 | |
| 12 | Bison Wealth, LLC | 12K | $570K | —Held | Q2 2026 | |
| 13 | Creative Planning | 11K | $395K | ▲+1.0% Added · +109 sh | Q1 2026 | |
| 14 | New York Life Investment Management LLC | 11K | $507K | ▲+13% Added · +1K sh | Q2 2026 | |
| 15 | Rockefeller Capital Management L.P. | 9K | $338K | ▲+5.1% Added · +453 sh | Q1 2026 | |
| 16 | Farther Finance Advisors, LLC | 6K | $232K | —Held | Q1 2026 | |
| 17 | Sound Income Strategies, LLC | 6K | $304K | —Held | Q2 2026 | |
| 18 | Forefront Wealth Partners, LLC | 5K | $260K | ▼−17% Reduced · −1K sh | Q2 2026 | |
| 19 | Acorn Wealth Advisors, LLC | 5K | $250K | ▲New +5K sh | Q2 2026 | |
| 20 | Empower Advisory Group, LLC | 5K | $219K | ▲New +5K sh | Q2 2026 | |
| 21 | Lanark Financial, Inc. | 2K | $93K | —Held | Q2 2026 | |
| 22 | Allianz SE | 2K | $60K | —Held | Q1 2026 | |
| 23 | Advisory Services Network, LLC | 970 | $35K | ▲New +970 sh | Q1 2026 | |
| 24 | UBS Group AG | 860 | $31K | ▲+537% Added · +725 sh | Q1 2026 | |
| 25 | Arax Advisory Partners | 750 | $36K | ▲Added Added · +750 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, 1 fund opened a new position in IBLC and 6 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 13 funds | $2.5B |
| Nvidia CorpNVDA | 13 funds | $2.5B |
| Microsoft CorpMSFT | 13 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.1B |
| Broadcom IncAVGO | 13 funds | $723.7M |
| Micron Technology IncMU | 13 funds | $558.7M |
| Meta Platforms Inc-Class AMETA | 13 funds | $551.9M |
| Tesla IncTSLA | 13 funds | $511.6M |
| JPMorgan Chase & CoJPM | 13 funds | $508.5M |
| Walmart IncWMT | 13 funds | $429.7M |
| Eli Lilly & CoLLY | 13 funds | $422.5M |
| Johnson & JohnsonJNJ | 13 funds | $358.3M |
Ranked by how many of IBLC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBLC.
No filings captured for this ticker in the live stream yet.
Connected entities for IBLC
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/IBLC/capital-change-brief"
Use Arkolith's capital_change_brief for IBLC. 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 IBLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.