182 tracked 13F filers disclose a position in IBMQ as of the latest SEC 13F filings, a combined $520.2M 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/ | $61.3M | 2.4M | ▲+5.5% Added · +125K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 2.1M | ▼−47% Reduced · −1.8M sh | Q1 2026 | |
| 3 | Clearstead Advisors, LLC | $25.9M | 1.0M | ▲+2.6% Added · +25K sh | Q2 2026 | |
| 4 | HighTower Advisors, LLC | $20.6M | 806K | ▲+5.0% Added · +39K sh | Q1 2026 | |
| 5 | US BANCORP \DE\ | $18.5M | 723K | ▼−6.3% Reduced · −49K sh | Q1 2026 | |
| 6 | LBMC INVESTMENT ADVISORS, LLC | $14.8M | 578K | ▲+3.3% Added · +18K sh | Q2 2026 | |
| 7 | Lido Advisors, LLC | $14.1M | 551K | ▼−1.5% Reduced · −8K sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | $13.6M | 532K | ▲+7.9% Added · +39K sh | Q2 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $13.5M | 530K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 10 | Hills Bank & Trust Co | $11.9M | 465K | ▲+17% Added · +67K sh | Q2 2026 | |
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M | 462K | ▲+15% Added · +59K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $10.9M | 426K | ▲+45% Added · +131K sh | Q1 2026 | |
| 13 | Kathmere Capital Management, LLC | $10.3M | 403K | ▲+32% Added · +97K sh | Q2 2026 | |
| 14 | UBS Group AG | $10.1M | 396K | ▲+12% Added · +43K sh | Q1 2026 | |
| 15 | Paradiem, LLC | $10.1M | 395K | —Held | Q2 2026 | |
| 16 | HOWLAND CAPITAL MANAGEMENT LLC | $9.6M | 375K | ▼−9.2% Reduced · −38K sh | Q2 2026 | |
| 17 | Praetorian Wealth Management, Inc. | $7.7M | 303K | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6M | 299K | ▲+2.0% Added · +6K sh | Q1 2026 | |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.6M | 298K | ▲+9.5% Added · +26K sh | Q2 2026 | |
| 20 | Stratos Wealth Advisors, LLC | $7.3M | 284K | ▲+9.3% Added · +24K sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $6.8M | 267K | ▼−39% Reduced · −172K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $5.7M | 224K | ▲+5.0% Added · +11K sh | Q1 2026 | |
| 23 | Integrated Wealth Concepts LLC | $5.1M | 200K | ▲+32% Added · +48K sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $4.8M | 187K | ▲+20% Added · +32K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 181K | ▲New +181K 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 IBMQ and 28 added to an existing one, while 6 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 | 92 funds | $10.2B |
| MICROSOFT CORPMSFT | 91 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 89 funds | $3.4B |
| ISHARES CORE S&P 500 ETFIVV | 88 funds | $9.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 88 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 87 funds | $4.5B |
| AMAZON.COM INCAMZN | 86 funds | $5.3B |
| JPMORGAN CHASE & COJPM | 86 funds | $2.9B |
| NVIDIA CORPNVDA | 85 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 85 funds | $3.6B |
| ELI LILLY & COLLY | 85 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 84 funds | $2.1B |
Ranked by how many of IBMQ'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 IBMQ
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/IBMQ/capital-change-brief"
Use Arkolith's capital_change_brief for IBMQ. 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 IBMQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.