Among active 13F managers last quarter, 6 opened and 22 added, while 5 reduced; the largest holder to move was Krilogy Financial LLC (−8.5%).
93 tracked 13F filers disclose a position in IBTM as of the latest SEC 13F filings, a combined $311.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Krilogy Financial LLC | 2.4M | $56.1M | ▼−8.5% Reduced · −228K sh | Q1 2026 | |
| 2 | UBS Group AG | 996K | $22.8M | ▲+4.2% Added · +41K sh | Q1 2026 | |
| 3 | Morgan Stanley | 849K | $19.5M | ▲+2.7% Added · +23K sh | Q1 2026 | |
| 4 | Confluence Investment Management LLC | 804K | $18.4M | ▲+102% Added · +407K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 527K | $12.1M | ▲+7.2% Added · +35K sh | Q1 2026 | |
| 6 | D.A. Davidson & Co. | 463K | $10.5M | ▲+9.8% Added · +41K sh | Q2 2026 | |
| 7 | Titleist Asset Management, LLC | 439K | $10.0M | ▲+379% Added · +348K sh | Q2 2026 | |
| 8 | Probity Advisors, Inc. | 434K | $9.9M | ▲+36% Added · +115K sh | Q2 2026 | |
| 9 | Legacy Private Trust Co. | 376K | $8.5M | ▲+11% Added · +36K sh | Q2 2026 | |
| 10 | Truist Financial Corp | 374K | $8.6M | ▲+4.2% Added · +15K sh | Q1 2026 | |
| 11 | Snowden Capital Advisors LLC | 369K | $8.5M | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 353K | $8.1M | ▲New +353K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 351K | $8.1M | ▲+7.3% Added · +24K sh | Q1 2026 | |
| 14 | United Capital Financial Advisors, LLC | 346K | $7.8M | ▲+14% Added · +41K sh | Q2 2026 | |
| 15 | Atlantic Private Wealth, LLC | 294K | $6.7M | ▲+25% Added · +59K sh | Q2 2026 | |
| 16 | Ameriprise Financial Inc | 283K | $6.5M | ▼−25% Reduced · −96K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | 280K | $6.4M | ▲+4.4% Added · +12K sh | Q1 2026 | |
| 18 | Asset Dedication, LLC | 220K | $5.0M | ▲+16% Added · +31K sh | Q2 2026 | |
| 19 | Stockman Wealth Management, Inc. | 219K | $5.0M | ▲+8.9% Added · +18K sh | Q2 2026 | |
| 20 | Yoder Wealth Management, Inc. | 217K | $4.9M | ▲+40% Added · +61K sh | Q2 2026 | |
| 21 | Mercer Global Advisors Inc | 199K | $4.6M | ▲+6.9% Added · +13K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 188K | $4.3M | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 23 | Accretive Wealth Partners, LLC | 183K | $4.2M | ▲+24% Added · +35K sh | Q2 2026 | |
| 24 | LPL Financial LLC | 183K | $4.2M | ▲+8.2% Added · +14K sh | Q1 2026 | |
| 25 | James Investment Research, Inc. | 164K | $3.7M | ▲+5.4% Added · +8K 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, 6 funds opened a new position in IBTM and 22 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 41 funds | $7.1B |
| JPMorgan Chase & CoJPM | 41 funds | $2.2B |
| Nvidia CorpNVDA | 40 funds | $11.4B |
| Apple IncAAPL | 40 funds | $8.3B |
| Alphabet Inc-CL AGOOGL | 40 funds | $3.9B |
| Amazon.com IncAMZN | 39 funds | $5.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 39 funds | $2.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 39 funds | $2.1B |
| Johnson & JohnsonJNJ | 39 funds | $1.9B |
| Broadcom IncAVGO | 38 funds | $3.9B |
| Micron Technology IncMU | 38 funds | $3.6B |
| Home Depot IncHD | 38 funds | $1.1B |
Ranked by how many of IBTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBTM.
No filings captured for this ticker in the live stream yet.
Connected entities for IBTM
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/IBTM/capital-change-brief"
Use Arkolith's capital_change_brief for IBTM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for IBTM. Filings are public domain, sourced to SEC EDGAR.