158 tracked 13F filers disclose a position in IBTK as of the latest SEC 13F filings, a combined $695.7M 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 | WELLS FARGO & COMPANY/MN | $73.6M | 3.7M | ▲+18% Added · +577K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $52.3M | 2.7M | ▲+47% Added · +843K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $36.2M | 1.8M | ▲+7.3% Added · +124K sh | Q1 2026 | |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $26.8M | 1.4M | ▲+12% Added · +144K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 1.3M | ▲83× Added · +1.2M sh | Q1 2026 | |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $24.4M | 1.2M | ▲+34% Added · +312K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $20.7M | 1.1M | ▲+50% Added · +351K sh | Q2 2026 | |
| 8 | D.A. DAVIDSON & CO. | $19.7M | 1.0M | ▲+9.5% Added · +87K sh | Q2 2026 | |
| 9 | Journey Advisory Group, LLC | $17.6M | 903K | ▲+6.0% Added · +51K sh | Q2 2026 | |
| 10 | CWM, LLC | $16.5M | 836K | ▲+6.3% Added · +50K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $16.0M | 812K | ▲+11% Added · +80K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $15.1M | 764K | ▲+138% Added · +443K sh | Q1 2026 | |
| 13 | MKT Advisors LLC | $13.8M | 712K | ▲+5.9% Added · +40K sh | Q2 2026 | |
| 14 | HM PAYSON & CO | $13.9M | 703K | ▲+154% Added · +426K sh | Q1 2026 | |
| 15 | UBS Group AG | $13.7M | 693K | ▲+18% Added · +106K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $13.6M | 687K | ▲+160% Added · +423K sh | Q1 2026 | |
| 17 | Wealth Management Strategies, Inc. | $13.4M | 687K | ▲+3.1% Added · +21K sh | Q2 2026 | |
| 18 | Denver PWM, LLC | $13.3M | 685K | ▼−1.4% Reduced · −10K sh | Q2 2026 | |
| 19 | Probity Advisors, Inc. | $11.7M | 601K | ▲+9.6% Added · +53K sh | Q2 2026 | |
| 20 | MORGAN STANLEY | $11.8M | 598K | ▲+97% Added · +294K sh | Q1 2026 | |
| 21 | Legacy Private Trust Co. | $11.3M | 577K | ▲+5.8% Added · +32K sh | Q2 2026 | |
| 22 | NewEdge Advisors, LLC | $10.6M | 541K | ▲+8.1% Added · +41K sh | Q2 2026 | |
| 23 | BAILARD, INC. | $10.5M | 536K | ▼−0.6% Reduced · −3K sh | Q2 2026 | |
| 24 | Waycross Investment Management Co | $10.4M | 531K | ▲+1.9% Added · +10K sh | Q2 2026 | |
| 25 | EIGHT 31 FINANCIAL, LLC | $10.1M | 518K | ▲+2.9% Added · +15K 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 IBTK and 35 added to an existing one, while 10 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 | 81 funds | $11.8B |
| MICROSOFT CORPMSFT | 81 funds | $9.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 80 funds | $4.1B |
| AMAZON.COM INCAMZN | 79 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 78 funds | $5.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 78 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 77 funds | $3.3B |
| NVIDIA CORPNVDA | 76 funds | $14.2B |
| ISHARES CORE S&P 500 ETFIVV | 74 funds | $7.8B |
| ALPHABET INC-CL CGOOG | 73 funds | $4.9B |
| JOHNSON & JOHNSONJNJ | 73 funds | $2.5B |
| ELI LILLY & COLLY | 72 funds | $2.2B |
Ranked by how many of IBTK'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 IBTK
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/IBTK/capital-change-brief"
Use Arkolith's capital_change_brief for IBTK. 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 IBTK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.