182 tracked 13F filers disclose a position in IBMP as of the latest SEC 13F filings, a combined $509.5M 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 | BANK OF AMERICA CORP /DE/ | $60.0M | 2.4M | ▲+3.3% Added · +76K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $44.5M | 1.7M | ▼−14% Reduced · −285K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $26.5M | 1.0M | ▼−3.7% Reduced · −40K sh | Q1 2026 | |
| 4 | Clearstead Advisors, LLC | $25.4M | 1.0M | ▲+2.5% Added · +25K sh | Q2 2026 | |
| 5 | HighTower Advisors, LLC | $25.1M | 985K | ▲+1.8% Added · +17K sh | Q1 2026 | |
| 6 | US BANCORP \DE\ | $17.7M | 694K | ▼−2.9% Reduced · −21K sh | Q1 2026 | |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $14.9M | 585K | ▲+3.2% Added · +18K sh | Q2 2026 | |
| 8 | Lido Advisors, LLC | $13.9M | 547K | ▼−2.4% Reduced · −13K sh | Q2 2026 | |
| 9 | NewEdge Advisors, LLC | $13.3M | 524K | ▲+7.7% Added · +38K sh | Q2 2026 | |
| 10 | Hills Bank & Trust Co | $12.9M | 508K | ▲+15% Added · +65K sh | Q2 2026 | |
| 11 | Kathmere Capital Management, LLC | $12.7M | 499K | ▲+23% Added · +92K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $12.5M | 493K | ▲+2.4% Added · +12K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $10.0M | 392K | ▼−33% Reduced · −193K sh | Q1 2026 | |
| 14 | UBS Group AG | $9.6M | 376K | ▲+6.5% Added · +23K sh | Q1 2026 | |
| 15 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.9M | 310K | ▲+12% Added · +32K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | $7.8M | 309K | ▲+49% Added · +101K sh | Q2 2026 | |
| 17 | Praetorian Wealth Management, Inc. | $7.2M | 285K | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 18 | Paradiem, LLC | $6.3M | 248K | —Held | Q2 2026 | |
| 19 | HOWLAND CAPITAL MANAGEMENT LLC | $6.3M | 248K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 20 | Cyndeo Wealth Partners, LLC | $5.2M | 204K | ▲+5.1% Added · +10K sh | Q2 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 201K | ▲+731% Added · +177K sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 200K | ▼−26% Reduced · −71K sh | Q1 2026 | |
| 23 | Sound View Wealth Advisors Group, LLC | $5.0M | 198K | ▲+0.2% Added · +416 sh | Q2 2026 | |
| 24 | LEAVELL INVESTMENT MANAGEMENT, INC. | $4.6M | 181K | ▲+12% Added · +19K sh | Q2 2026 | |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 170K | ▲+28% Added · +38K 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, 4 funds opened a new position in IBMP and 28 added to an existing one, while 9 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 | 99 funds | $10.6B |
| MICROSOFT CORPMSFT | 97 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 95 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 95 funds | $3.9B |
| NVIDIA CORPNVDA | 94 funds | $11.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 94 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 94 funds | $3.1B |
| AMAZON.COM INCAMZN | 93 funds | $5.5B |
| ISHARES CORE S&P 500 ETFIVV | 92 funds | $9.5B |
| ELI LILLY & COLLY | 91 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 90 funds | $3.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 88 funds | $2.0B |
Ranked by how many of IBMP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 595 funds | $21.5B |
| EAGGmc | 435 funds | $3.8B |
| ESMLmc | 427 funds | $1.6B |
| IFRAmc | 403 funds | $1.8B |
| IBDSmc | 399 funds | $2.6B |
| IBDTmc | 396 funds | $2.7B |
| ARTYmc | 352 funds | $998.5M |
| SYSBmc | 258 funds | $984.3M |
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 IBMP
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/IBMP/capital-change-brief"
Use Arkolith's capital_change_brief for IBMP. 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 IBMP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.