135 tracked 13F filers disclose a position in IBMR as of the latest SEC 13F filings, a combined $360.6M 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 | MERCER GLOBAL ADVISORS INC /ADV | $43.6M | 1.7M | ▼−18% Reduced · −373K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $39.0M | 1.5M | ▲+14% Added · +189K sh | Q1 2026 | |
| 3 | Clearstead Advisors, LLC | $25.6M | 1.0M | ▲+2.8% Added · +27K sh | Q2 2026 | |
| 4 | HighTower Advisors, LLC | $18.6M | 733K | ▼−1.7% Reduced · −13K sh | Q1 2026 | |
| 5 | LBMC INVESTMENT ADVISORS, LLC | $13.2M | 520K | ▲+6.7% Added · +33K sh | Q2 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $10.7M | 421K | ▲+7.7% Added · +30K sh | Q1 2026 | |
| 7 | Paradiem, LLC | $10.1M | 396K | —Held | Q2 2026 | |
| 8 | US BANCORP \DE\ | $9.7M | 384K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 9 | Kathmere Capital Management, LLC | $8.8M | 347K | ▲+27% Added · +74K sh | Q2 2026 | |
| 10 | Lido Advisors, LLC | $8.6M | 339K | ▼−2.5% Reduced · −9K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $6.5M | 255K | ▲+7.3% Added · +17K sh | Q1 2026 | |
| 12 | Praetorian Wealth Management, Inc. | $6.4M | 253K | ▲+1.8% Added · +4K sh | Q2 2026 | |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.4M | 251K | ▲+13% Added · +30K sh | Q2 2026 | |
| 14 | LPL Financial LLC | $6.3M | 247K | ▲+27% Added · +53K sh | Q1 2026 | |
| 15 | UBS Group AG | $5.7M | 224K | ▼−25% Reduced · −74K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $4.6M | 183K | ▲+34% Added · +46K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 177K | ▲New +177K sh | Q1 2026 | |
| 18 | Cyndeo Wealth Partners, LLC | $4.5M | 176K | ▲+9.3% Added · +15K sh | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $4.4M | 172K | ▲+5.3% Added · +9K sh | Q1 2026 | |
| 20 | Integrated Wealth Concepts LLC | $4.3M | 171K | ▲+48% Added · +56K sh | Q2 2026 | |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 168K | ▲+29% Added · +38K sh | Q1 2026 | |
| 22 | Kesler, Norman & Wride, LLC | $3.8M | 166K | ▲New +166K sh | Q2 2026 | |
| 23 | LITTLEJOHN FINANCIAL SERVICES, INC. | $3.3M | 143K | ▲New +143K sh | Q2 2026 | |
| 24 | Odyssey Group, LLC | $3.6M | 141K | ▲New +141K sh | Q2 2026 | |
| 25 | CENTRAL TRUST Co | $3.5M | 140K | ▼−3.1% Reduced · −4K 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, 7 funds opened a new position in IBMR and 20 added to an existing one, while 11 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 | 72 funds | $7.6B |
| MICROSOFT CORPMSFT | 72 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 71 funds | $2.4B |
| ELI LILLY & COLLY | 71 funds | $1.5B |
| NVIDIA CORPNVDA | 70 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 70 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 70 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 70 funds | $1.9B |
| AMAZON.COM INCAMZN | 69 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 68 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 67 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 67 funds | $1.7B |
Ranked by how many of IBMR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1168 funds | $19.5B |
| IBDUmc | 352 funds | $2.8B |
| IBDVmc | 316 funds | $2.2B |
| IBTGmc | 292 funds | $1.8B |
| IBTHmc | 286 funds | $1.7B |
| USXFmc | 275 funds | $858.7M |
| IBDWmc | 264 funds | $1.7B |
| DMXFmc | 242 funds | $620.3M |
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 IBMR
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/IBMR/capital-change-brief"
Use Arkolith's capital_change_brief for IBMR. 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 IBMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.