114 tracked 13F filers disclose a position in IBTA as of the latest SEC 13F filings, a combined $276.0M 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 | D. E. Shaw & Co., Inc. | $50.7M | 1.7M | —Held | Q1 2026 | |
| 2 | HSBC HOLDINGS PLC | $30.6M | 1.0M | ▲+1.5% Added · +15K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $28.9M | 963K | ▼−8.5% Reduced · −89K sh | Q1 2026 | |
| 4 | CITIGROUP INC | $19.2M | 641K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $15.6M | 519K | →First observed position No prior filed position | Q1 2026 | |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $9.8M | 327K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $8.9M | 297K | ▼−9.4% Reduced · −31K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $8.5M | 285K | ▼−6.8% Reduced · −21K sh | Q1 2026 | |
| 9 | DEUTSCHE BANK AG\ | $8.1M | 271K | ▼−27% Reduced · −98K sh | Q1 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $7.2M | 239K | ▲+18% Added · +36K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $7.2M | 239K | ▲+18% Added · +36K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $7.1M | 237K | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 13 | UBS Group AG | $5.2M | 173K | ▲+17% Added · +25K sh | Q1 2026 | |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.6M | 154K | ▲New +154K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $3.9M | 129K | ▼−43% Reduced · −96K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $3.9M | 129K | ▼−9.0% Reduced · −13K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $3.7M | 124K | ▼−17% Reduced · −25K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.7M | 123K | →First observed position No prior filed position | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $3.3M | 111K | ▼−37% Reduced · −65K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.1M | 105K | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $2.9M | 97K | ▲+12% Added · +11K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $2.9M | 96K | →First observed position No prior filed position | Q1 2026 | |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $2.7M | 91K | ▲+86% Added · +42K sh | Q1 2026 | |
| 24 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.6M | 86K | ▼−55% Reduced · −104K sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $1.9M | 64K | ▲+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, 10 funds opened a new position in IBTA and 17 added to an existing one, while 11 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $9.2B |
| CITIGROUP INCC | 30 funds | $2.1B |
| BANK OF AMERICA CORPBAC | 30 funds | $1.3B |
| AMERICAN INTERNATIONAL GROUPAIG | 30 funds | $1.2B |
| ROSS STORES INCROST | 30 funds | $906.9M |
| CONOCOPHILLIPSCOP | 30 funds | $711.4M |
| THE CIGNA GROUPCI | 30 funds | $418.4M |
| CENTENE CORPCNC | 30 funds | $413.9M |
| NORTHERN TRUST CORPNTRS | 30 funds | $156.8M |
| NVIDIA CORPNVDA | 29 funds | $17.5B |
| AMAZON.COM INCAMZN | 29 funds | $7.5B |
| ALPHABET INC-CL AGOOGL | 29 funds | $5.9B |
Ranked by how many of IBTA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 21, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 1K | $33K |
| Jul 20, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 7K | $228K |
| Jul 20, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 7K | $220K |
| Jul 6, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 6K | $187K |
| Jul 6, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 3K | $91K |
| Jul 6, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 844 | $29K |
| Jul 6, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 48 | $2K |
| Jul 6, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 38 | $1K |
| Jul 6, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 38 | $1K |
| Jul 6, 2026 | Clark Jermoluk Founders Fund I LLC | 10% Owner | Sell (S) | 500K | $15.1M |
| Jul 2, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 6K | $204K |
| Jul 2, 2026 | Leach Bryan | CEO AND PRESIDENT, Director, 10% Owner | Sell (S) | 288 | $10K |
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.