61 tracked 13F filers disclose a position in IBTP as of the latest SEC 13F filings, a combined $200.1M 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 | Atlantic Union Bankshares Corp | $36.7M | 1.4M | ▲+12% Added · +157K sh | Q1 2026 | |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $23.6M | 919K | ▲+28% Added · +203K sh | Q1 2026 | |
| 3 | SUMMITRY LLC | $22.3M | 879K | ▲+1.8% Added · +15K sh | Q2 2026 | |
| 4 | BENJAMIN EDWARDS INC | $18.4M | 723K | ▲+43% Added · +217K sh | Q2 2026 | |
| 5 | STIFEL FINANCIAL CORP | $14.5M | 566K | ▲+7.6% Added · +40K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $10.8M | 423K | ▲+22% Added · +76K sh | Q1 2026 | |
| 7 | D.A. DAVIDSON & CO. | $10.7M | 422K | ▲+9.7% Added · +37K sh | Q2 2026 | |
| 8 | Atlantic Private Wealth, LLC | $5.6M | 222K | ▼−3.8% Reduced · −9K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 193K | ▲+12% Added · +20K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $4.6M | 178K | ▲New +178K sh | Q1 2026 | |
| 11 | Probity Advisors, Inc. | $4.4M | 174K | ▲+19% Added · +28K sh | Q2 2026 | |
| 12 | Accretive Wealth Partners, LLC | $4.1M | 160K | ▲+25% Added · +31K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $3.9M | 153K | ▼−2.7% Reduced · −4K sh | Q1 2026 | |
| 14 | UBS Group AG | $3.4M | 133K | ▲11× Added · +120K sh | Q1 2026 | |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 130K | ▲+7.7% Added · +9K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $2.7M | 104K | ▲+0.3% Added · +297 sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 99K | ▲New +99K sh | Q1 2026 | |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 95K | ▲+25% Added · +19K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.9M | 75K | ▲+153% Added · +45K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $1.5M | 58K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 21 | Reliant Wealth Planning | $1.3M | 52K | —Held | Q2 2026 | |
| 22 | Bell Investment Advisors, Inc | $1.3M | 51K | ▲New +51K sh | Q2 2026 | |
| 23 | Petros Family Wealth, LLC | $1.1M | 45K | ▲+8.5% Added · +4K sh | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $1.1M | 42K | ▲+7.3% Added · +3K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $1.0M | 41K | ▲+41% Added · +12K 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 IBTP and 13 added to an existing one, while 2 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 | 28 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 28 funds | $1.7B |
| NVIDIA CORPNVDA | 27 funds | $5.5B |
| APPLE INCAAPL | 27 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 27 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $1.4B |
| AMAZON.COM INCAMZN | 26 funds | $3.1B |
| BROADCOM INCAVGO | 26 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 26 funds | $1.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 25 funds | $1.9B |
Ranked by how many of IBTP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 154 funds | $1.6B |
| IBDZmc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPthis pagemc | 61 funds | $200.1M |
| MAXJmc | 48 funds | $74.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IBTP
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/IBTP/capital-change-brief"
Use Arkolith's capital_change_brief for IBTP. 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 IBTP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.