Among active 13F managers last quarter, 9 opened and none reduced or exited; the largest holder to move was LBMC Investment Advisors, LLC (new position).
16 tracked 13F filers disclose a position in IBMU as of the latest SEC 13F filings, a combined $7.7M 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 | Quantum Financial Advisors, LLC | 92K | $2.3M | ▲New +92K sh | Q2 2026 | |
| 2 | LBMC Investment Advisors, LLC | 49K | $1.3M | ▲New +49K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 30K | $762K | ▲New +30K sh | Q1 2026 | |
| 4 | Coldstream Capital Management Inc | 28K | $723K | ▲New +28K sh | Q2 2026 | |
| 5 | Hills Bank & Trust Co | 24K | $603K | ▲New +24K sh | Q2 2026 | |
| 6 | Carnegie Investment Counsel | 16K | $407K | ▲New +16K sh | Q2 2026 | |
| 7 | Rossmore Private Capital | 13K | $327K | ▲New +13K sh | Q2 2026 | |
| 8 | Pacific Excel Wealth Advisors, Inc. | 11K | $283K | ▲New +11K sh | Q2 2026 | |
| 9 | Heritage Family Offices, LLP | 11K | $283K | ▲New +11K sh | Q2 2026 | |
| 10 | Leavell Investment Management, Inc. | 10K | $256K | ▲New +10K sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | 10K | $246K | ▲New +10K sh | Q2 2026 | |
| 12 | IFP Advisors, Inc | 5K | $134K | ▲New +5K sh | Q2 2026 | |
| 13 | 10Elms LLP | 2K | $61K | ▲New +2K sh | Q2 2026 | |
| 14 | Adirondack Trust Co | 1K | $30K | ▲New +1K sh | Q2 2026 | |
| 15 | Addison Advisors LLC | 1K | $26K | ▲New +1K sh | Q2 2026 | |
| 16 | BlackRock, Inc. | 70 | $2K | ▼−100% Reduced · −100K 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, 9 funds opened a new position in IBMU, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 9 funds | $1.1B |
| Microsoft CorpMSFT | 9 funds | $790.9M |
| Apple IncAAPL | 9 funds | $668.4M |
| Nvidia CorpNVDA | 9 funds | $598.6M |
| Vanguard S&P 500 ETFVOO | 9 funds | $399.7M |
| Amazon.com IncAMZN | 9 funds | $397.9M |
| Vanguard Ftse Developed ETFVEA | 9 funds | $369.7M |
| Alphabet Inc-CL AGOOGL | 9 funds | $368.1M |
| Alphabet Inc-CL CGOOG | 9 funds | $291.3M |
| Broadcom IncAVGO | 9 funds | $262.3M |
| Ishares Russell 2000 ETFIWM | 9 funds | $253.3M |
| JPMorgan Chase & CoJPM | 9 funds | $245.9M |
Ranked by how many of IBMU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBMU.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| 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 IBMU
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/IBMU/capital-change-brief"
Use Arkolith's capital_change_brief for IBMU. 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 IBMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.