181 tracked 13F filers disclose a position in IBMO as of the latest SEC 13F filings, a combined $467.3M 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 | BANK OF AMERICA CORP /DE/ | $50.9M | 2.0M | ▼−3.0% Reduced · −62K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $40.4M | 1.6M | ▼−26% Reduced · −544K sh | Q1 2026 | |
| 3 | Rossmore Private Capital | $37.0M | 1.4M | ▼~0% Reduced · −66 sh | Q2 2026 | |
| 4 | NewEdge Advisors, LLC | $18.8M | 732K | ▲+4.6% Added · +32K sh | Q2 2026 | |
| 5 | US BANCORP \DE\ | $16.5M | 644K | ▼−6.5% Reduced · −45K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $14.4M | 560K | ▲+53% Added · +194K sh | Q2 2026 | |
| 7 | Lido Advisors, LLC | $14.2M | 556K | ▼−2.3% Reduced · −13K sh | Q2 2026 | |
| 8 | Kathmere Capital Management, LLC | $14.2M | 554K | ▲+21% Added · +94K sh | Q2 2026 | |
| 9 | LBMC INVESTMENT ADVISORS, LLC | $13.3M | 520K | ▼−0.9% Reduced · −5K sh | Q2 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $11.9M | 464K | ▼−2.2% Reduced · −10K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $10.4M | 404K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 12 | UBS Group AG | $9.8M | 381K | ▼−9.5% Reduced · −40K sh | Q1 2026 | |
| 13 | Hills Bank & Trust Co | $9.7M | 378K | ▼−3.1% Reduced · −12K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $8.5M | 332K | ▲+16% Added · +46K sh | Q1 2026 | |
| 15 | Paradiem, LLC | $7.5M | 294K | —Held | Q2 2026 | |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | $7.0M | 274K | ▲+7.0% Added · +18K sh | Q2 2026 | |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.9M | 270K | ▲+16% Added · +38K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $6.9M | 268K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 253K | ▼−17% Reduced · −53K sh | Q1 2026 | |
| 20 | Sound View Wealth Advisors Group, LLC | $5.5M | 215K | ▼−5.7% Reduced · −13K sh | Q2 2026 | |
| 21 | CENTRAL TRUST Co | $5.3M | 206K | ▲+3.3% Added · +7K sh | Q1 2026 | |
| 22 | Cyndeo Wealth Partners, LLC | $5.2M | 201K | ▲+6.1% Added · +11K sh | Q2 2026 | |
| 23 | Praetorian Wealth Management, Inc. | $5.1M | 198K | ▼−7.7% Reduced · −17K sh | Q2 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 182K | ▲New +182K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $4.6M | 178K | ▼−2.5% Reduced · −5K sh | 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 IBMO and 15 added to an existing one, while 14 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 | 88 funds | $8.4B |
| MICROSOFT CORPMSFT | 86 funds | $5.3B |
| NVIDIA CORPNVDA | 85 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 85 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 85 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 85 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 84 funds | $2.1B |
| ISHARES CORE S&P 500 ETFIVV | 83 funds | $10.8B |
| AMAZON.COM INCAMZN | 83 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 81 funds | $3.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 80 funds | $2.0B |
| ELI LILLY & COLLY | 80 funds | $1.6B |
Ranked by how many of IBMO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 594 funds | $21.5B |
| EAGGmc | 434 funds | $3.8B |
| ESMLmc | 425 funds | $1.6B |
| IFRAmc | 403 funds | $1.8B |
| IBDSmc | 399 funds | $2.6B |
| IBDTmc | 396 funds | $2.7B |
| ARTYmc | 350 funds | $996.9M |
| SYSBmc | 256 funds | $981.8M |
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 IBMO
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/IBMO/capital-change-brief"
Use Arkolith's capital_change_brief for IBMO. 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 IBMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.