291 tracked 13F filers disclose a position in IBTG as of the latest SEC 13F filings, a combined $1.8B 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 | HM PAYSON & CO | $135.4M | 5.9M | ▼−9.9% Reduced · −651K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $95.2M | 4.2M | ▲+4.5% Added · +179K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $93.5M | 4.1M | ▲+2.6% Added · +104K sh | Q1 2026 | |
| 4 | NorthCoast Asset Management LLC | $79.2M | 3.5M | ▼−24% Reduced · −1.1M sh | Q2 2026 | |
| 5 | Integrated Wealth Concepts LLC | $64.7M | 2.8M | ▲+77% Added · +1.2M sh | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | $61.8M | 2.7M | ▲+40% Added · +769K sh | Q2 2026 | |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $57.8M | 2.5M | ▼−11% Reduced · −319K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $54.9M | 2.4M | ▲+6.4% Added · +145K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $54.2M | 2.4M | ▼−5.9% Reduced · −148K sh | Q1 2026 | |
| 10 | Connecticut Wealth Management, LLC | $44.1M | 1.9M | ▲+7.0% Added · +125K sh | Q2 2026 | |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $42.6M | 1.9M | ▲+10% Added · +174K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $38.7M | 1.7M | ▼−26% Reduced · −579K sh | Q1 2026 | |
| 13 | UBS Group AG | $36.8M | 1.6M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 14 | Financial Advisory Corp | $36.4M | 1.6M | ▼−0.7% Reduced · −11K sh | Q2 2026 | |
| 15 | SUMMITRY LLC | $35.6M | 1.6M | ▲+1.6% Added · +25K sh | Q2 2026 | |
| 16 | Arax Advisory Partners | $35.2M | 1.5M | ▲New +1.5M sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $31.3M | 1.4M | ▲+554% Added · +1.2M sh | Q1 2026 | |
| 18 | Wealthspire Advisors, LLC | $23.5M | 1.0M | ▲+556% Added · +868K sh | Q1 2026 | |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $23.4M | 1.0M | ▼−11% Reduced · −120K sh | Q2 2026 | |
| 20 | Krilogy Financial LLC | $21.0M | 920K | ▲+6.1% Added · +53K sh | Q1 2026 | |
| 21 | OneAscent Financial Services LLC | $20.9M | 912K | ▲+0.6% Added · +6K sh | Q2 2026 | |
| 22 | Horizon Advisory Services, Inc. | $20.5M | 897K | ▲+2.2% Added · +19K sh | Q2 2026 | |
| 23 | MKT Advisors LLC | $18.5M | 810K | ▲+4.1% Added · +32K sh | Q2 2026 | |
| 24 | Carnegie Investment Counsel | $17.7M | 775K | ▼−7.9% Reduced · −67K sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $17.6M | 768K | ▼−2.7% Reduced · −21K 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, 1 fund opened a new position in IBTG and 21 added to an existing one, while 20 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 |
|---|---|---|
| APPLE INCAAPL | 161 funds | $20.5B |
| MICROSOFT CORPMSFT | 158 funds | $14.4B |
| AMAZON.COM INCAMZN | 156 funds | $11.1B |
| NVIDIA CORPNVDA | 155 funds | $22.3B |
| ALPHABET INC-CL AGOOGL | 154 funds | $9.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 154 funds | $9.2B |
| ISHARES CORE S&P 500 ETFIVV | 152 funds | $16.0B |
| JPMORGAN CHASE & COJPM | 152 funds | $5.8B |
| BROADCOM INCAVGO | 151 funds | $8.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 150 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 147 funds | $7.6B |
| ELI LILLY & COLLY | 147 funds | $3.7B |
Ranked by how many of IBTG'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 IBTG
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/IBTG/capital-change-brief"
Use Arkolith's capital_change_brief for IBTG. 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 IBTG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.