120 tracked 13F filers disclose a position in IBTL as of the latest SEC 13F filings, a combined $412.8M 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 | $60.4M | 3.0M | ▲+21% Added · +512K sh | Q1 2026 | |
| 2 | TRUE Private Wealth Advisors | $34.1M | 1.7M | ▼−9.3% Reduced · −174K sh | Q2 2026 | |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.5M | 1.2M | ▲+156% Added · +733K sh | Q1 2026 | |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $20.0M | 990K | ▲+3.7% Added · +35K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.5M | 858K | ▲+112% Added · +453K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $16.1M | 789K | ▲+2.0% Added · +15K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $14.6M | 717K | ▲+8.4% Added · +56K sh | Q1 2026 | |
| 8 | Krilogy Financial LLC | $14.4M | 705K | ▲+4.0% Added · +27K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $13.7M | 677K | ▲+6.0% Added · +38K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $13.3M | 652K | ▲+37% Added · +178K sh | Q1 2026 | |
| 11 | Probity Advisors, Inc. | $11.3M | 559K | ▲+11% Added · +56K sh | Q2 2026 | |
| 12 | Legacy Private Trust Co. | $9.2M | 456K | ▲+6.4% Added · +28K sh | Q2 2026 | |
| 13 | Headland Capital, LLC | $8.2M | 405K | ▲+8.1% Added · +31K sh | Q2 2026 | |
| 14 | Snowden Capital Advisors LLC | $8.2M | 400K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $7.5M | 367K | ▼−2.1% Reduced · −8K sh | Q1 2026 | |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.4M | 363K | ▲+14% Added · +45K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $7.3M | 358K | ▲+4.8% Added · +16K sh | Q1 2026 | |
| 18 | FORONJY FINANCIAL LLC | $6.8M | 338K | ▲+6.7% Added · +21K sh | Q2 2026 | |
| 19 | SPRENG CAPITAL MANAGEMENT, INC. | $6.4M | 315K | ▲+3.1% Added · +9K sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $6.0M | 293K | ▼−15% Reduced · −50K sh | Q1 2026 | |
| 21 | FAGAN ASSOCIATES, INC. | $5.6M | 277K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 22 | Stockman Wealth Management, Inc. | $5.3M | 265K | ▲+5.0% Added · +13K sh | Q2 2026 | |
| 23 | Asset Dedication, LLC | $4.9M | 242K | ▲+15% Added · +32K sh | Q2 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $4.7M | 233K | ▲+6.1% Added · +13K sh | Q1 2026 | |
| 25 | Yoder Wealth Management, Inc. | $4.6M | 226K | ▲+1.1% Added · +3K 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, 10 funds opened a new position in IBTL and 29 added to an existing one, while 5 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 | 57 funds | $8.3B |
| MICROSOFT CORPMSFT | 57 funds | $7.2B |
| NVIDIA CORPNVDA | 56 funds | $10.7B |
| ALPHABET INC-CL AGOOGL | 56 funds | $4.7B |
| AMAZON.COM INCAMZN | 56 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 56 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 56 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 56 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 54 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 53 funds | $3.0B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $5.1B |
| PROCTER & GAMBLE CO/THEPG | 52 funds | $1.1B |
Ranked by how many of IBTL'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 IBTL
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/IBTL/capital-change-brief"
Use Arkolith's capital_change_brief for IBTL. 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 IBTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.