Among active 13F managers last quarter, 6 opened and 17 added, while 1 reduced; the largest holder to move was LBMC Investment Advisors, LLC (+4.8%).
68 tracked 13F filers disclose a position in IBMT as of the latest SEC 13F filings, a combined $71.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc | 342K | $8.8M | ▼−60% Reduced · −512K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | 278K | $7.1M | ▲+628% Added · +240K sh | Q1 2026 | |
| 3 | US Bancorp | 180K | $4.6M | ▲+203% Added · +121K sh | Q1 2026 | |
| 4 | Praetorian Wealth Management, Inc. | 142K | $3.7M | ▲+8.9% Added · +12K sh | Q2 2026 | |
| 5 | LBMC Investment Advisors, LLC | 132K | $3.4M | ▲+4.8% Added · +6K sh | Q2 2026 | |
| 6 | Hills Bank & Trust Co | 112K | $2.9M | ▲+150% Added · +67K sh | Q2 2026 | |
| 7 | Bank Of America Corp | 112K | $2.9M | ▲+107% Added · +58K sh | Q1 2026 | |
| 8 | Quantum Financial Advisors, LLC | 104K | $2.7M | ▼−26% Reduced · −37K sh | Q2 2026 | |
| 9 | Coldstream Capital Management Inc | 97K | $2.5M | ▲+14% Added · +12K sh | Q2 2026 | |
| 10 | AssetMark, Inc | 83K | $2.1M | ▲New +83K sh | Q2 2026 | |
| 11 | Jane Street Group, LLC | 82K | $2.1M | ▲+36% Added · +22K sh | Q1 2026 | |
| 12 | Ellis Investment Partners, LLC | 71K | $1.8M | ▲~0% Added · +18 sh | Q2 2026 | |
| 13 | Royal Bank Of Canada | 57K | $1.5M | —Held | Q1 2026 | |
| 14 | Cetera Investment Advisers | 49K | $1.3M | ▲New +49K sh | Q1 2026 | |
| 15 | Commonwealth Equity Services, LLC | 46K | $1.2M | ▲+196% Added · +31K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | 46K | $1.2M | ▲+55% Added · +16K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | 40K | $1.0M | ▲+4.5% Added · +2K sh | Q2 2026 | |
| 18 | Cliftonlarsonallen Wealth Advisors, LLC | 40K | $1.0M | ▼−5.5% Reduced · −2K sh | Q2 2026 | |
| 19 | GC Wealth Management RIA, LLC | 39K | $1.0M | ▲+28% Added · +9K sh | Q2 2026 | |
| 20 | Spinnaker Trust | 37K | $945K | ▲+36% Added · +10K sh | Q2 2026 | |
| 21 | Jacobi Capital Management LLC | 37K | $945K | ▲New +37K sh | Q2 2026 | |
| 22 | Curbstone Financial Management Corp | 36K | $940K | ▲+58% Added · +13K sh | Q2 2026 | |
| 23 | Atlantic Union Bankshares Corp | 36K | $935K | ▲+2.8% Added · +989 sh | Q2 2026 | |
| 24 | Central Trust Co | 34K | $883K | ▲+166% Added · +21K sh | Q1 2026 | |
| 25 | Cyndeo Wealth Partners, LLC | 32K | $828K | ▲+129% Added · +18K 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, 6 funds opened a new position in IBMT and 17 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 28 funds | $1.8B |
| Microsoft CorpMSFT | 28 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 28 funds | $885.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 28 funds | $851.0M |
| Alphabet Inc-CL CGOOG | 28 funds | $636.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 28 funds | $598.5M |
| Vanguard Total Stock MKT ETFVTI | 28 funds | $405.6M |
| Eli Lilly & CoLLY | 28 funds | $302.5M |
| Costco Wholesale CorpCOST | 28 funds | $262.0M |
| Johnson & JohnsonJNJ | 28 funds | $257.9M |
| Walmart IncWMT | 28 funds | $230.8M |
| Ishares Core S&P 500 ETFIVV | 27 funds | $2.6B |
Ranked by how many of IBMT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBMT.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 158 funds | $1.6B |
| IBDZmc | 118 funds | $593.1M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 95 funds | $180.1M |
| IBCAmc | 84 funds | $192.6M |
| IBMTthis pagemc | 68 funds | $71.5M |
| IBTPmc | 61 funds | $211.1M |
| MAXJmc | 47 funds | $73.5M |
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 IBMT
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/IBMT/capital-change-brief"
Use Arkolith's capital_change_brief for IBMT. 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 IBMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.