Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Heritage Family Offices, LLP (new position).
3 tracked 13F filers disclose a position in IBMX as of the latest SEC 13F filings, a combined $3.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 100K | $2.5M | ▲New +100K sh | Q2 2026 | |
| 2 | Pacific Excel Wealth Advisors, Inc. | 11K | $284K | ▲New +11K sh | Q2 2026 | |
| 3 | Heritage Family Offices, LLP | 11K | $284K | ▲New +11K 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, 1 fund opened a new position in IBMX, 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 |
|---|---|---|
| Vanguard Ftse Developed ETFVEA | 1 funds | $12.0M |
| Avantis International EquityAVDE | 1 funds | $11.8M |
| Avantis Emerging Markets EqAVEM | 1 funds | $9.8M |
| Ishares Russell 2500 ETFSMMD | 1 funds | $8.2M |
| State Street SP PTF Em ETFSPEM | 1 funds | $7.9M |
| Schwab US Aggregate Bond ETFSCHZ | 1 funds | $7.3M |
| Apple IncAAPL | 1 funds | $7.0M |
| Nvidia CorpNVDA | 1 funds | $6.8M |
| Ishares Msci Eafe ETFEFA | 1 funds | $6.1M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 1 funds | $6.0M |
| Ishares Core S&P 500 ETFIVV | 1 funds | $5.9M |
| Vanguard Total Intl Bond ETFBNDX | 1 funds | $5.4M |
Ranked by how many of IBMX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBMX.
| 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 IBMX
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/IBMX/capital-change-brief"
Use Arkolith's capital_change_brief for IBMX. 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 IBMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.