7 tracked 13F filers disclose a position in IBMV as of the latest SEC 13F filings, a combined $5.1M 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 | BlackRock, Inc. | $2.5M | 100K | ▲New +100K sh | Q1 2026 | |
| 2 | JANE STREET GROUP, LLC | $1.3M | 50K | ▲New +50K sh | Q1 2026 | |
| 3 | Hills Bank & Trust Co | $529K | 21K | ▲New +21K sh | Q2 2026 | |
| 4 | Pacific Excel Wealth Advisors, Inc. | $283K | 11K | ▲New +11K sh | Q2 2026 | |
| 5 | Heritage Family Offices, LLP | $283K | 11K | ▲New +11K sh | Q2 2026 | |
| 6 | Lido Advisors, LLC | $203K | 8K | ▲New +8K sh | Q2 2026 | |
| 7 | Addison Advisors LLC | $26K | 1K | ▲New +1K 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, 2 funds opened a new position in IBMV, while 0 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 |
|---|---|---|
| VANGUARD DIVIDEND APPREC ETFVIG | 2 funds | $14.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 2 funds | $12.0M |
| AVANTIS INTERNATIONAL EQUITYAVDE | 2 funds | $11.8M |
| VANGUARD TOTAL INTL BOND ETFBNDX | 2 funds | $10.8M |
| AVANTIS EMERGING MARKETS EQAVEM | 2 funds | $9.8M |
| VANGUARD GROWTH ETFVUG | 2 funds | $9.4M |
| APPLE INCAAPL | 2 funds | $8.7M |
| NVIDIA CORPNVDA | 2 funds | $8.3M |
| STATE STREET SP PTF EM ETFSPEM | 2 funds | $8.0M |
| ISHARES CORE S&P 500 ETFIVV | 2 funds | $7.2M |
| ISHARES MSCI EAFE ETFEFA | 2 funds | $6.2M |
| MICROSOFT CORPMSFT | 2 funds | $5.8M |
Ranked by how many of IBMV'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 IBMV
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/IBMV/capital-change-brief"
Use Arkolith's capital_change_brief for IBMV. 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 IBMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.