63 tracked 13F filers disclose a position in IBMT as of the latest SEC 13F filings, a combined $67.5M 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 | MERCER GLOBAL ADVISORS INC /ADV | $8.8M | 342K | ▼−60% Reduced · −512K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $7.1M | 278K | ▲+628% Added · +240K sh | Q1 2026 | |
| 3 | US BANCORP \DE\ | $4.6M | 180K | ▲+203% Added · +121K sh | Q1 2026 | |
| 4 | Praetorian Wealth Management, Inc. | $3.7M | 142K | ▲+8.9% Added · +12K sh | Q2 2026 | |
| 5 | LBMC INVESTMENT ADVISORS, LLC | $3.2M | 126K | ▲+28% Added · +28K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $2.9M | 112K | ▲+107% Added · +58K sh | Q1 2026 | |
| 7 | Quantum Financial Advisors, LLC | $2.7M | 104K | ▼−26% Reduced · −37K sh | Q2 2026 | |
| 8 | COLDSTREAM CAPITAL MANAGEMENT INC | $2.2M | 85K | ▲+14% Added · +11K sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $2.1M | 83K | ▲New +83K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $2.1M | 82K | ▲+36% Added · +22K sh | Q1 2026 | |
| 11 | Ellis Investment Partners, LLC | $1.8M | 71K | ▲~0% Added · +18 sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $1.5M | 57K | —Held | Q1 2026 | |
| 13 | Cetera Investment Advisers | $1.3M | 49K | ▲New +49K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 46K | ▲+196% Added · +31K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $1.2M | 46K | ▲+55% Added · +16K sh | Q2 2026 | |
| 16 | Hills Bank & Trust Co | $1.2M | 45K | ▲+81% Added · +20K sh | Q1 2026 | |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.0M | 40K | ▼−5.5% Reduced · −2K sh | Q2 2026 | |
| 18 | GC Wealth Management RIA, LLC | $1.0M | 39K | ▲+28% Added · +9K sh | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | $991K | 39K | —Held | Q1 2026 | |
| 20 | SPINNAKER TRUST | $945K | 37K | ▲+36% Added · +10K sh | Q2 2026 | |
| 21 | Jacobi Capital Management LLC | $945K | 37K | ▲New +37K sh | Q2 2026 | |
| 22 | Curbstone Financial Management Corp | $940K | 36K | ▲+58% Added · +13K sh | Q2 2026 | |
| 23 | Atlantic Union Bankshares Corp | $904K | 35K | ▲+13% Added · +4K sh | Q1 2026 | |
| 24 | CENTRAL TRUST Co | $883K | 34K | ▲+166% Added · +21K sh | Q1 2026 | |
| 25 | Cyndeo Wealth Partners, LLC | $828K | 32K | ▲+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 12 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $2.2B |
| APPLE INCAAPL | 23 funds | $1.5B |
| MICROSOFT CORPMSFT | 23 funds | $1.3B |
| NVIDIA CORPNVDA | 23 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 23 funds | $774.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $727.0M |
| AMAZON.COM INCAMZN | 23 funds | $723.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 23 funds | $612.0M |
| ALPHABET INC-CL CGOOG | 23 funds | $567.9M |
| JPMORGAN CHASE & COJPM | 23 funds | $439.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 23 funds | $359.4M |
| VISA INC-CLASS A SHARESV | 23 funds | $275.6M |
Ranked by how many of IBMT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 125 funds | $1.5B |
| IBDZmc | 105 funds | $569.0M |
| IBMSmc | 95 funds | $211.8M |
| TOPTmc | 81 funds | $148.7M |
| IBCAmc | 75 funds | $187.7M |
| IBMTthis pagemc | 63 funds | $67.5M |
| IBTPmc | 53 funds | $191.4M |
| MAXJmc | 42 funds | $67.1M |
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.