285 tracked 13F filers disclose a position in IBTH as of the latest SEC 13F filings, a combined $1.7B 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 | $151.6M | 6.8M | ▼−9.1% Reduced · −673K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $84.5M | 3.8M | ▲+7.0% Added · +245K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $83.2M | 3.7M | ▲+2.9% Added · +105K sh | Q1 2026 | |
| 4 | NorthCoast Asset Management LLC | $72.9M | 3.3M | ▲+24% Added · +622K sh | Q2 2026 | |
| 5 | GLOBALT Investments LLC / GA | $67.3M | 3.0M | ▲+6.0% Added · +168K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $55.9M | 2.5M | ▼−1.0% Reduced · −25K sh | Q1 2026 | |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $55.3M | 2.5M | ▲+8.3% Added · +190K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $54.4M | 2.4M | ▲+85% Added · +1.1M sh | Q2 2026 | |
| 9 | NewEdge Advisors, LLC | $45.6M | 2.0M | ▲+17% Added · +298K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $42.6M | 1.9M | ▲+198% Added · +1.3M sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $42.0M | 1.9M | ▲+8.1% Added · +140K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $40.6M | 1.8M | ▲+3.7% Added · +64K sh | Q1 2026 | |
| 13 | UBS Group AG | $38.1M | 1.7M | ▲+33% Added · +417K sh | Q1 2026 | |
| 14 | Arax Advisory Partners | $34.9M | 1.6M | ▲New +1.6M sh | Q2 2026 | |
| 15 | Stratos Wealth Advisors, LLC | $34.6M | 1.5M | ▲+20% Added · +260K sh | Q2 2026 | |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $33.2M | 1.5M | ▲+20% Added · +246K sh | Q1 2026 | |
| 17 | Connecticut Wealth Management, LLC | $32.1M | 1.4M | ▲+16% Added · +194K sh | Q2 2026 | |
| 18 | Focus Partners Wealth | $31.5M | 1.4M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 19 | Financial Advisory Corp | $29.8M | 1.3M | ▲+10% Added · +126K sh | Q2 2026 | |
| 20 | Stratos Wealth Partners, LTD. | $24.1M | 1.1M | ▲+2.6% Added · +28K sh | Q2 2026 | |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21.9M | 981K | ▲+4.2% Added · +39K sh | Q2 2026 | |
| 22 | Journey Advisory Group, LLC | $19.1M | 853K | ▼−2.1% Reduced · −19K sh | Q2 2026 | |
| 23 | Carnegie Investment Counsel | $18.8M | 841K | ▲+14% Added · +106K sh | Q2 2026 | |
| 24 | MKT Advisors LLC | $18.8M | 840K | ▲+4.5% Added · +36K sh | Q2 2026 | |
| 25 | OneAscent Financial Services LLC | $18.5M | 829K | ▲+1.9% Added · +16K 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, 3 funds opened a new position in IBTH and 35 added to an existing one, while 13 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 | 162 funds | $34.1B |
| MICROSOFT CORPMSFT | 162 funds | $30.9B |
| AMAZON.COM INCAMZN | 161 funds | $24.1B |
| NVIDIA CORPNVDA | 160 funds | $41.8B |
| ALPHABET INC-CL AGOOGL | 159 funds | $21.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 159 funds | $10.0B |
| JPMORGAN CHASE & COJPM | 157 funds | $10.8B |
| BROADCOM INCAVGO | 153 funds | $18.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 153 funds | $5.9B |
| ISHARES CORE S&P 500 ETFIVV | 152 funds | $17.6B |
| ALPHABET INC-CL CGOOG | 150 funds | $14.2B |
| META PLATFORMS INC-CLASS AMETA | 150 funds | $11.4B |
Ranked by how many of IBTH'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 IBTH
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/IBTH/capital-change-brief"
Use Arkolith's capital_change_brief for IBTH. 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 IBTH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.