Among active 13F managers last quarter, 12 opened and 16 added, while 11 reduced; the largest holder to move was Renaissance Technologies LLC (+18%). Over the last 180 days, 5 insiders sold and none bought, a net -$32.5M in open-market trades.
The legs disagree, or only one of them leans.
130 tracked 13F filers disclose a position in IBTA as of the latest SEC 13F filings, a combined $284.6M 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 | D. E. Shaw & Co., Inc. | 1.7M | $50.7M | —Held | Q1 2026 | |
| 2 | HSBC Holdings PLC | 1.0M | $30.6M | ▲+1.5% Added · +15K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 937K | $32.0M | ▼−2.6% Reduced · −25K sh | Q2 2026 | |
| 4 | Citigroup Inc | 641K | $19.2M | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 529K | $18.1M | ▲+1.8% Added · +10K sh | Q2 2026 | |
| 6 | BNP Paribas Financial Markets | 327K | $9.8M | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 278K | $9.5M | ▼−6.4% Reduced · −19K sh | Q2 2026 | |
| 8 | State Street Corp | 272K | $9.3M | ▼−4.2% Reduced · −12K sh | Q2 2026 | |
| 9 | Deutsche Bank AG | 271K | $8.1M | ▼−27% Reduced · −98K sh | Q1 2026 | |
| 10 | Renaissance Technologies LLC | 239K | $7.2M | ▲+18% Added · +36K sh | Q1 2026 | |
| 11 | Bank Of America Corp | 239K | $7.2M | ▲+18% Added · +36K sh | Q1 2026 | |
| 12 | Morgan Stanley | 237K | $7.1M | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 13 | UBS Group AG | 173K | $5.2M | ▲+17% Added · +25K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 129K | $3.9M | ▼−43% Reduced · −96K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 129K | $3.9M | ▼−9.0% Reduced · −13K sh | Q1 2026 | |
| 16 | Hotchkis & Wiley Capital Management LLC | 113K | $3.8M | ▼−27% Reduced · −41K sh | Q2 2026 | |
| 17 | Goldman Sachs Group Inc | 111K | $3.3M | ▼−37% Reduced · −65K sh | Q1 2026 | |
| 18 | Charles Schwab Investment Management Inc | 105K | $3.1M | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 19 | Vanguard Portfolio Management LLC | 104K | $3.5M | ▼−16% Reduced · −20K sh | Q2 2026 | |
| 20 | Millennium Management LLC | 97K | $2.9M | ▲+12% Added · +11K sh | Q1 2026 | |
| 21 | Balyasny Asset Management L.P. | 91K | $2.7M | ▲+86% Added · +42K sh | Q1 2026 | |
| 22 | Point72 Asset Management, L.P. | 88K | $3.0M | ▲+38% Added · +24K sh | Q2 2026 | |
| 23 | Citadel Advisors LLC | 88K | $3.0M | ▼−29% Reduced · −35K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 80K | $2.7M | ▼−16% Reduced · −16K sh | Q2 2026 | |
| 25 | Barclays PLC | 64K | $1.9M | ▲+100% Added · +32K sh | Q1 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, 12 funds opened a new position in IBTA and 16 added to an existing one, while 11 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 66 funds | $133.5B |
| Nvidia CorpNVDA | 65 funds | $218.8B |
| Amazon.com IncAMZN | 65 funds | $103.2B |
| Alphabet Inc-CL AGOOGL | 65 funds | $96.1B |
| Eli Lilly & CoLLY | 65 funds | $54.4B |
| Advanced Micro DevicesAMD | 65 funds | $35.8B |
| Unitedhealth Group IncUNH | 65 funds | $21.1B |
| Apple IncAAPL | 64 funds | $154.5B |
| Meta Platforms Inc-Class AMETA | 64 funds | $58.3B |
| Tesla IncTSLA | 64 funds | $39.3B |
| Chevron CorpCVX | 64 funds | $15.6B |
| Fedex CorpFDX | 64 funds | $9.3B |
Ranked by how many of IBTA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBTA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 5K | $193K |
| Sep 8, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) 2 lots, same day | 34K | $1.3M |
| Sep 2, 2026 | Daspit Marisa | CHIEF PEOPLE OFFICER | Sell (S) 2 lots, same day | 3K | $111K |
| Sep 1, 2026 | Daspit Marisa | CHIEF PEOPLE OFFICER | Sell (S) 2 lots, same day | 2K | $63K |
| Sep 1, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell (S) 4 lots, same day | 12K | $439K |
| Aug 18, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 877 | $32K |
| Aug 17, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) 7 lots, same day | 35K | $1.2M |
| Aug 13, 2026 | Lehrman Thomas D | Director | Sell (S) 6 lots, same day | 30K | $1.1M |
| Aug 12, 2026 | Lehrman Thomas D | Director | Sell (S) 3 lots, same day | 13K | $464K |
| Aug 11, 2026 | Lehrman Thomas D | Director | Sell (S) 3 lots, same day | 30K | $1.1M |
| Aug 7, 2026 | Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | Sell (S) 3 lots, same day | 800 | $32K |
| Aug 4, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) 9 lots, same day | 80K | $2.9M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 29 | 37 | – |
Insiders Form 4 open-market | 0 | 5 | -$32.5M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for IBTA
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/IBTA/capital-change-brief"
Use Arkolith's capital_change_brief for IBTA. 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 IBTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.