33 tracked 13F filers disclose a position in IBLC as of the latest SEC 13F filings, a combined $26.6M 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 | Foguth Wealth Management, LLC. | $11.2M | 251K | ▲+58% Added · +92K sh | Q2 2026 | |
| 2 | JANE STREET GROUP, LLC | $3.4M | 93K | ▲+0.8% Added · +788 sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $1.8M | 50K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 39K | ▲+0.5% Added · +179 sh | Q2 2026 | |
| 5 | GTS SECURITIES LLC | $1.0M | 29K | ▲+282% Added · +21K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $821K | 22K | ▼−32% Reduced · −10K sh | Q1 2026 | |
| 7 | WCG Wealth Advisors LLC | $793K | 22K | ▼−8.1% Reduced · −2K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $783K | 21K | —Held | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $730K | 20K | ▲100× Added · +20K sh | Q1 2026 | |
| 10 | Vise Technologies, Inc. | $657K | 16K | —Held | Q1 2026 | |
| 11 | JAMES INVESTMENT RESEARCH, INC. | $644K | 13K | ▲+15% Added · +2K sh | Q2 2026 | |
| 12 | Bison Wealth, LLC | $570K | 12K | —Held | Q2 2026 | |
| 13 | Creative Planning | $395K | 11K | ▲+1.0% Added · +109 sh | Q1 2026 | |
| 14 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $340K | 9K | ▲New +9K sh | Q1 2026 | |
| 15 | Rockefeller Capital Management L.P. | $338K | 9K | ▲+5.1% Added · +453 sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $244K | 7K | ▼−86% Reduced · −43K sh | Q1 2026 | |
| 17 | Farther Finance Advisors, LLC | $232K | 6K | —Held | Q1 2026 | |
| 18 | Sound Income Strategies, LLC | $304K | 6K | —Held | Q2 2026 | |
| 19 | Acorn Wealth Advisors, LLC | $250K | 5K | ▲New +5K sh | Q2 2026 | |
| 20 | LANARK FINANCIAL, INC. | $93K | 2K | —Held | Q2 2026 | |
| 21 | ALLIANZ SE | $60K | 2K | —Held | Q1 2026 | |
| 22 | Advisory Services Network, LLC | $35K | 970 | ▲New +970 sh | Q1 2026 | |
| 23 | UBS Group AG | $31K | 860 | ▲+537% Added · +725 sh | Q1 2026 | |
| 24 | HHM Wealth Advisors, LLC | $30K | 614 | —Held | Q2 2026 | |
| 25 | Provenance Wealth Advisors, LLC | $24K | 508 | —Held | 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, 3 funds opened a new position in IBLC and 3 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $9.3B |
| NVIDIA CORPNVDA | 15 funds | $8.8B |
| APPLE INCAAPL | 15 funds | $6.7B |
| MICROSOFT CORPMSFT | 15 funds | $6.2B |
| AMAZON.COM INCAMZN | 15 funds | $5.8B |
| ALPHABET INC-CL AGOOGL | 15 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $3.3B |
| BROADCOM INCAVGO | 15 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 15 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 15 funds | $3.1B |
| MICRON TECHNOLOGY INCMU | 15 funds | $2.1B |
| TESLA INCTSLA | 15 funds | $2.0B |
Ranked by how many of IBLC'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/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.