236 tracked 13F filers disclose a position in IBTI as of the latest SEC 13F filings, a combined $1.4B 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 | Focus Partners Wealth | $76.2M | 3.4M | ▲+6.0% Added · +194K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $76.2M | 3.4M | ▼−0.9% Reduced · −32K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $67.7M | 3.0M | ▲+6.6% Added · +188K sh | Q1 2026 | |
| 4 | Stratos Wealth Advisors, LLC | $61.3M | 2.8M | ▲93× Added · +2.7M sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $60.8M | 2.7M | ▲+2.8% Added · +73K sh | Q1 2026 | |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $53.6M | 2.4M | ▲+5.9% Added · +134K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $43.4M | 1.9M | ▲+4.6% Added · +86K sh | Q1 2026 | |
| 8 | Arax Advisory Partners | $41.8M | 1.9M | ▲New +1.9M sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | $37.2M | 1.7M | ▲+107% Added · +870K sh | Q2 2026 | |
| 10 | BAILARD, INC. | $31.9M | 1.4M | ▲+5.7% Added · +78K sh | Q2 2026 | |
| 11 | UBS Group AG | $31.4M | 1.4M | ▲+38% Added · +388K sh | Q1 2026 | |
| 12 | Financial Advisory Corp | $29.8M | 1.3M | ▲+9.1% Added · +113K sh | Q2 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $28.3M | 1.3M | ▲14× Added · +1.2M sh | Q1 2026 | |
| 14 | Asset Advisors Investment Management, LLC | $26.9M | 1.2M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.3M | 1.2M | ▲+13% Added · +137K sh | Q1 2026 | |
| 16 | HM PAYSON & CO | $23.3M | 1.0M | ▲+69% Added · +429K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $23.2M | 1.0M | ▲+22% Added · +188K sh | Q1 2026 | |
| 18 | Stratos Wealth Partners, LTD. | $23.0M | 1.0M | ▲+2.6% Added · +26K sh | Q2 2026 | |
| 19 | ATWOOD & PALMER INC | $21.2M | 959K | ▲+1.7% Added · +16K sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $21.0M | 941K | ▲+26% Added · +191K sh | Q1 2026 | |
| 21 | Horizon Advisory Services, Inc. | $20.4M | 923K | ▲+2.4% Added · +22K sh | Q2 2026 | |
| 22 | Journey Advisory Group, LLC | $19.5M | 879K | ▲+0.9% Added · +8K sh | Q2 2026 | |
| 23 | MKT Advisors LLC | $18.6M | 842K | ▲+4.8% Added · +39K sh | Q2 2026 | |
| 24 | Baltimore-Washington Financial Advisors, Inc. | $18.4M | 830K | ▲+4.8% Added · +38K sh | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $17.9M | 803K | ▲+66% Added · +318K 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, 2 funds opened a new position in IBTI and 38 added to an existing one, while 9 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 | 127 funds | $18.6B |
| MICROSOFT CORPMSFT | 127 funds | $13.6B |
| AMAZON.COM INCAMZN | 126 funds | $10.1B |
| ALPHABET INC-CL AGOOGL | 124 funds | $8.6B |
| NVIDIA CORPNVDA | 123 funds | $21.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 123 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 121 funds | $5.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 120 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 119 funds | $7.0B |
| BROADCOM INCAVGO | 118 funds | $7.5B |
| ISHARES CORE S&P 500 ETFIVV | 117 funds | $13.8B |
| ELI LILLY & COLLY | 117 funds | $3.4B |
Ranked by how many of IBTI'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 IBTI
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/IBTI/capital-change-brief"
Use Arkolith's capital_change_brief for IBTI. 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 IBTI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.