78 tracked 13F filers disclose a position in IBTM as of the latest SEC 13F filings, a combined $277.6M 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 | Krilogy Financial LLC | $56.1M | 2.4M | ▼−8.5% Reduced · −228K sh | Q1 2026 | |
| 2 | UBS Group AG | $22.8M | 996K | ▲+4.2% Added · +41K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $19.5M | 849K | ▲+2.7% Added · +23K sh | Q1 2026 | |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $18.4M | 804K | ▲+102% Added · +407K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.1M | 527K | ▲+7.2% Added · +35K sh | Q1 2026 | |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $10.0M | 439K | ▲+379% Added · +348K sh | Q2 2026 | |
| 7 | D.A. DAVIDSON & CO. | $9.7M | 422K | ▲+2.9% Added · +12K sh | Q1 2026 | |
| 8 | Legacy Private Trust Co. | $8.5M | 376K | ▲+11% Added · +36K sh | Q2 2026 | |
| 9 | TRUIST FINANCIAL CORP | $8.6M | 374K | ▲+4.2% Added · +15K sh | Q1 2026 | |
| 10 | Snowden Capital Advisors LLC | $8.5M | 369K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 353K | ▲New +353K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $8.1M | 351K | ▲+7.3% Added · +24K sh | Q1 2026 | |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.0M | 304K | ▲+22% Added · +55K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $6.5M | 283K | ▼−25% Reduced · −96K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $6.4M | 280K | ▲+4.4% Added · +12K sh | Q1 2026 | |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 199K | ▲+6.9% Added · +13K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $4.4M | 193K | ▲+96% Added · +94K sh | Q1 2026 | |
| 18 | Asset Dedication, LLC | $4.3M | 189K | ▲+74% Added · +80K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $4.3M | 188K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $4.2M | 183K | ▲+8.2% Added · +14K sh | Q1 2026 | |
| 21 | Parallel Advisors, LLC | $3.7M | 163K | ▲+147% Added · +97K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $3.7M | 160K | ▼−7.0% Reduced · −12K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $3.3M | 145K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $2.9M | 128K | ▲+24% Added · +24K sh | Q1 2026 | |
| 25 | CENTRAL TRUST Co | $2.4M | 107K | ▲+110% Added · +56K 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, 4 funds opened a new position in IBTM and 20 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $10.3B |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $9.4B |
| MICROSOFT CORPMSFT | 30 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $6.8B |
| ALPHABET INC-CL AGOOGL | 30 funds | $4.2B |
| VANGUARD VALUE ETFVTV | 30 funds | $3.4B |
| BROADCOM INCAVGO | 30 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 30 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.0B |
| EXXON MOBIL CORPXOM | 30 funds | $2.0B |
Ranked by how many of IBTM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for IBTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.