106 tracked 13F filers disclose a position in IBMS as of the latest SEC 13F filings, a combined $224.6M 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 | $45.3M | 1.8M | ▼−6.4% Reduced · −120K sh | Q1 2026 | |
| 2 | Clearstead Advisors, LLC | $24.1M | 931K | ▲+3.5% Added · +32K sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | $9.2M | 357K | ▲+31% Added · +83K sh | Q1 2026 | |
| 4 | Kathmere Capital Management, LLC | $9.1M | 352K | ▼−28% Reduced · −139K sh | Q2 2026 | |
| 5 | LBMC INVESTMENT ADVISORS, LLC | $8.4M | 323K | ▲+20% Added · +54K sh | Q2 2026 | |
| 6 | US BANCORP \DE\ | $7.9M | 305K | ▲+13% Added · +35K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $7.5M | 291K | ▲+28% Added · +64K sh | Q1 2026 | |
| 8 | Praetorian Wealth Management, Inc. | $5.7M | 221K | ▲+3.1% Added · +7K sh | Q2 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $5.2M | 201K | ▲+21% Added · +35K sh | Q1 2026 | |
| 10 | COMMUNITY TRUST & INVESTMENT CO | $4.7M | 183K | ▲New +183K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 167K | ▲New +167K sh | Q1 2026 | |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.2M | 163K | ▲+40% Added · +46K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $3.9M | 151K | ▲+26% Added · +31K sh | Q2 2026 | |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.9M | 151K | ▲+7.6% Added · +11K sh | Q2 2026 | |
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.8M | 148K | ▲+5.4% Added · +8K sh | Q1 2026 | |
| 16 | CENTRAL TRUST Co | $3.7M | 144K | ▲+8.4% Added · +11K sh | Q1 2026 | |
| 17 | Lido Advisors, LLC | $3.2M | 122K | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 18 | Cypress Point Wealth Management, LLC | $3.0M | 115K | —Held | Q2 2026 | |
| 19 | Summit Financial, LLC | $2.9M | 112K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 20 | Quantum Financial Advisors, LLC | $2.9M | 111K | ▼−25% Reduced · −38K sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $2.8M | 108K | ▲+34% Added · +28K sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $2.7M | 106K | ▲+34% Added · +27K sh | Q2 2026 | |
| 23 | LPL Financial LLC | $2.2M | 85K | ▲+112% Added · +45K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $1.9M | 75K | ▲+20% Added · +12K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.9M | 74K | ▲New +74K sh | 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, 7 funds opened a new position in IBMS and 26 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 | 47 funds | $5.5B |
| MICROSOFT CORPMSFT | 47 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 47 funds | $2.0B |
| AMAZON.COM INCAMZN | 46 funds | $3.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 46 funds | $1.1B |
| ELI LILLY & COLLY | 46 funds | $995.3M |
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $6.4B |
| NVIDIA CORPNVDA | 45 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 45 funds | $2.5B |
| BROADCOM INCAVGO | 45 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 45 funds | $1.8B |
Ranked by how many of IBMS's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IBMS
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/IBMS/capital-change-brief"
Use Arkolith's capital_change_brief for IBMS. 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 IBMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.