108 tracked 13F filers disclose a position in IBND as of the latest SEC 13F filings, a combined $253.5M 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 | Farther Finance Advisors, LLC | $53.8M | 1.7M | ▲+34% Added · +442K sh | Q1 2026 | |
| 2 | Checchi Capital Advisers, LLC | $22.1M | 710K | ▲+0.1% Added · +715 sh | Q2 2026 | |
| 3 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $21.0M | 672K | ▲+8.0% Added · +50K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $11.4M | 368K | ▲+46% Added · +116K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $11.2M | 362K | ▲+75% Added · +155K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $11.0M | 354K | ▲+18% Added · +55K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $9.8M | 316K | ▲New +316K sh | Q1 2026 | |
| 8 | Ameritas Investment Partners, Inc. | $8.8M | 283K | ▲+6.4% Added · +17K sh | Q2 2026 | |
| 9 | STATE STREET CORP | $7.4M | 239K | ▲+11% Added · +23K sh | Q2 2026 | |
| 10 | LAM GROUP, INC. | $6.6M | 213K | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $5.6M | 182K | ▲+52% Added · +62K sh | Q1 2026 | |
| 12 | Obsido Oy | $5.0M | 160K | ▲+8.6% Added · +13K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $4.8M | 153K | ▲+7.2% Added · +10K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 144K | ▲+55% Added · +51K sh | Q1 2026 | |
| 15 | N.E.W. Advisory Services LLC | $4.5M | 143K | ▲+4.6% Added · +6K sh | Q2 2026 | |
| 16 | FSA WEALTH PARTNERS, INC. | $3.9M | 126K | ▲+22% Added · +23K sh | Q2 2026 | |
| 17 | Rathbones Group PLC | $3.8M | 122K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 18 | UBS Group AG | $3.8M | 121K | ▲+32% Added · +29K sh | Q1 2026 | |
| 19 | CFG Wealth Management Services, Inc. | $3.6M | 116K | —Held | Q2 2026 | |
| 20 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.1M | 101K | ▲12× Added · +92K sh | Q1 2026 | |
| 21 | Idaho Trust Co | $2.8M | 90K | ▲+7.3% Added · +6K sh | Q2 2026 | |
| 22 | Aspect Partners, LLC | $2.5M | 82K | ▲+23% Added · +16K sh | Q2 2026 | |
| 23 | AE Wealth Management LLC | $2.5M | 79K | ▲+15% Added · +10K sh | Q1 2026 | |
| 24 | BARINGS LLC | $2.4M | 79K | ▲+202% Added · +53K sh | Q1 2026 | |
| 25 | Gerber Kawasaki Wealth & Investment Management | $2.3M | 73K | ▲+11% Added · +7K 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, 7 funds opened a new position in IBND and 17 added to an existing one, while 14 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 |
|---|---|---|
| NVIDIA CORPNVDA | 48 funds | $6.2B |
| APPLE INCAAPL | 48 funds | $4.8B |
| AMAZON.COM INCAMZN | 48 funds | $2.4B |
| MICROSOFT CORPMSFT | 47 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 46 funds | $2.1B |
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $3.5B |
| VANGUARD S&P 500 ETFVOO | 45 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $830.9M |
| ADVANCED MICRO DEVICESAMD | 45 funds | $738.2M |
| COSTCO WHOLESALE CORPCOST | 45 funds | $691.4M |
Ranked by how many of IBND's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for IBND
This stock 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/IBND/capital-change-brief"
Use Arkolith's capital_change_brief for IBND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.