45 tracked 13F filers disclose a position in IBTQ as of the latest SEC 13F filings, a combined $120.8M 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 | SUMMITRY LLC | $25.6M | 1.0M | ▲+2.1% Added · +21K sh | Q2 2026 | |
| 2 | BENJAMIN EDWARDS INC | $24.3M | 969K | ▲+868% Added · +869K sh | Q2 2026 | |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $20.4M | 808K | ▼−3.2% Reduced · −26K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $7.0M | 277K | ▲22× Added · +264K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $6.0M | 236K | ▲93× Added · +233K sh | Q1 2026 | |
| 6 | Probity Advisors, Inc. | $4.5M | 178K | ▲+28% Added · +39K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $4.4M | 174K | ▲New +174K sh | Q1 2026 | |
| 8 | Accretive Wealth Partners, LLC | $4.0M | 158K | ▲+25% Added · +32K sh | Q2 2026 | |
| 9 | UBS Group AG | $3.4M | 135K | ▲10× Added · +122K sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $3.0M | 120K | ▲+225% Added · +83K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 92K | ▲New +92K sh | Q1 2026 | |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.3M | 90K | ▲+49% Added · +30K sh | Q1 2026 | |
| 13 | Atlantic Private Wealth, LLC | $1.6M | 62K | ▲+200% Added · +41K sh | Q2 2026 | |
| 14 | Bell Investment Advisors, Inc | $1.5M | 58K | ▼−45% Reduced · −47K sh | Q2 2026 | |
| 15 | L2 Asset Management, LLC | $1.3M | 52K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.1M | 43K | ▲+13% Added · +5K sh | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | $991K | 39K | ▲New +39K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $888K | 35K | ▲New +35K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $725K | 29K | ▲+180% Added · +18K sh | Q1 2026 | |
| 20 | Snowden Capital Advisors LLC | $453K | 18K | ▲New +18K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $451K | 18K | ▲New +18K sh | Q1 2026 | |
| 22 | CWM, LLC | $407K | 16K | —Held | Q1 2026 | |
| 23 | Reliant Wealth Planning | $347K | 14K | ▼−10% Reduced · −2K sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $347K | 14K | ▲+9.6% Added · +1K sh | Q1 2026 | |
| 25 | Single Point Partners, LLC | $332K | 13K | ▲New +13K 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 IBTQ and 5 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 | 16 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 16 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $754.9M |
| NVIDIA CORPNVDA | 15 funds | $4.5B |
| APPLE INCAAPL | 15 funds | $2.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 15 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $854.2M |
| HOME DEPOT INCHD | 15 funds | $829.9M |
| JOHNSON & JOHNSONJNJ | 15 funds | $706.6M |
Ranked by how many of IBTQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 155 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 |
| IBTPmc | 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 IBTQ
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/IBTQ/capital-change-brief"
Use Arkolith's capital_change_brief for IBTQ. 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 IBTQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.