195 tracked 13F filers disclose a position in IBTJ as of the latest SEC 13F filings, a combined $1.0B 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 | MORGAN STANLEY | $73.9M | 3.4M | ▼−0.5% Reduced · −16K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $53.7M | 2.5M | ▲+12% Added · +269K sh | Q1 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $51.0M | 2.3M | ▲+19% Added · +372K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $50.0M | 2.3M | ▲+14% Added · +275K sh | Q1 2026 | |
| 5 | TRUE Private Wealth Advisors | $36.2M | 1.7M | ▼−8.3% Reduced · −152K sh | Q2 2026 | |
| 6 | Financial Advisory Corp | $34.6M | 1.6M | ▲+1.7% Added · +27K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $34.3M | 1.6M | ▲+4.6% Added · +70K sh | Q1 2026 | |
| 8 | Asset Advisors Investment Management, LLC | $29.0M | 1.3M | ▲+8.3% Added · +103K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $26.7M | 1.2M | ▲53× Added · +1.2M sh | Q1 2026 | |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.1M | 1.2M | ▲+14% Added · +143K sh | Q1 2026 | |
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | $24.1M | 1.1M | ▲+7.1% Added · +74K sh | Q2 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $21.7M | 994K | ▲+375% Added · +785K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $21.6M | 987K | ▲+3.4% Added · +33K sh | Q1 2026 | |
| 14 | ATWOOD & PALMER INC | $20.8M | 959K | ▲+1.4% Added · +14K sh | Q2 2026 | |
| 15 | Integrated Wealth Concepts LLC | $19.9M | 921K | ▲+168% Added · +577K sh | Q2 2026 | |
| 16 | UBS Group AG | $20.0M | 916K | ▼−11% Reduced · −117K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $18.2M | 835K | ▼−6.3% Reduced · −56K sh | Q1 2026 | |
| 18 | Journey Advisory Group, LLC | $17.5M | 809K | ▲+1.4% Added · +11K sh | Q2 2026 | |
| 19 | Arax Advisory Partners | $16.9M | 782K | ▲New +782K sh | Q2 2026 | |
| 20 | HM PAYSON & CO | $16.9M | 772K | ▲+91% Added · +367K sh | Q1 2026 | |
| 21 | CWM, LLC | $16.5M | 757K | ▲+6.5% Added · +46K sh | Q1 2026 | |
| 22 | BlackRock, Inc. | $15.1M | 691K | ▲+138% Added · +401K sh | Q1 2026 | |
| 23 | Denver PWM, LLC | $14.8M | 685K | ▲+1.9% Added · +13K sh | Q2 2026 | |
| 24 | MKT Advisors LLC | $14.3M | 662K | ▲+8.0% Added · +49K sh | Q2 2026 | |
| 25 | LPL Financial LLC | $13.5M | 617K | ▲+16% Added · +86K 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, 5 funds opened a new position in IBTJ and 40 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 106 funds | $10.9B |
| APPLE INCAAPL | 104 funds | $14.0B |
| AMAZON.COM INCAMZN | 103 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 103 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 103 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 102 funds | $3.9B |
| NVIDIA CORPNVDA | 101 funds | $15.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 101 funds | $3.4B |
| ISHARES CORE S&P 500 ETFIVV | 95 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 95 funds | $5.2B |
| BROADCOM INCAVGO | 94 funds | $6.0B |
| ISHARES IBONDS DEC 2027 TERMIBTH | 94 funds | $496.7M |
Ranked by how many of IBTJ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1168 funds | $19.5B |
| IBDUmc | 352 funds | $2.8B |
| IBDVmc | 316 funds | $2.2B |
| IBTGmc | 292 funds | $1.8B |
| IBTHmc | 286 funds | $1.7B |
| USXFmc | 275 funds | $858.7M |
| IBDWmc | 264 funds | $1.7B |
| DMXFmc | 242 funds | $620.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IBTJ
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/IBTJ/capital-change-brief"
Use Arkolith's capital_change_brief for IBTJ. 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 IBTJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.