77 tracked 13F filers disclose a position in IBTO as of the latest SEC 13F filings, a combined $309.7M 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 | GLOBALT Investments LLC / GA | $58.8M | 2.4M | ▲+6.5% Added · +147K sh | Q1 2026 | |
| 2 | Atlantic Union Bankshares Corp | $35.6M | 1.5M | ▲+10% Added · +137K sh | Q1 2026 | |
| 3 | Krilogy Financial LLC | $27.4M | 1.1M | ▼−1.9% Reduced · −22K sh | Q1 2026 | |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $26.4M | 1.1M | ▲+70% Added · +445K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $24.1M | 989K | ▲+7.1% Added · +66K sh | Q1 2026 | |
| 6 | CHATHAM CAPITAL GROUP, INC. | $16.9M | 701K | ▲+4.8% Added · +32K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 603K | ▲+46% Added · +190K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $9.8M | 403K | ▲+1.9% Added · +7K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $8.3M | 339K | ▲+153% Added · +205K sh | Q1 2026 | |
| 10 | Headland Capital, LLC | $8.1M | 336K | ▲+7.5% Added · +23K sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $7.9M | 323K | ▲+5.2% Added · +16K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $6.5M | 267K | ▲+7.3% Added · +18K sh | Q1 2026 | |
| 13 | Probity Advisors, Inc. | $5.9M | 244K | ▲+24% Added · +47K sh | Q2 2026 | |
| 14 | UBS Group AG | $4.4M | 178K | ▲+4.6% Added · +8K sh | Q1 2026 | |
| 15 | Accretive Wealth Partners, LLC | $4.1M | 172K | ▲+24% Added · +33K sh | Q2 2026 | |
| 16 | TRUIST FINANCIAL CORP | $3.8M | 156K | ▲+16% Added · +22K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $3.3M | 136K | ▲+67% Added · +55K sh | Q1 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 136K | ▲+9.4% Added · +12K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $3.3M | 135K | ▲+26% Added · +28K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $3.1M | 127K | ▲~0% Added · +22 sh | Q1 2026 | |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 100K | ▲+25% Added · +20K sh | Q1 2026 | |
| 22 | FAGAN ASSOCIATES, INC. | $2.4M | 98K | ▼−0.1% Reduced · −50 sh | Q2 2026 | |
| 23 | SEI INVESTMENTS CO | $2.4M | 98K | ▲New +98K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $2.3M | 93K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 25 | Snowden Capital Advisors LLC | $2.1M | 85K | ▲+2.5% Added · +2K 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, 8 funds opened a new position in IBTO and 17 added to an existing one, while 6 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 | 33 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 33 funds | $1.7B |
| NVIDIA CORPNVDA | 32 funds | $11.2B |
| APPLE INCAAPL | 32 funds | $8.8B |
| ALPHABET INC-CL AGOOGL | 32 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $2.2B |
| AMAZON.COM INCAMZN | 31 funds | $5.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $1.6B |
| BROADCOM INCAVGO | 30 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 30 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 29 funds | $2.1B |
Ranked by how many of IBTO'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 IBTO
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/IBTO/capital-change-brief"
Use Arkolith's capital_change_brief for IBTO. 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 IBTO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.