Among active 13F managers last quarter, 4 opened and 1 added, while none reduced or exited; the largest holder to move was Atria Investments, Inc (new position).
8 tracked 13F filers disclose a position in IBTR as of the latest SEC 13F filings, a combined $8.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | 64K | $1.6M | ▲New +64K sh | Q2 2026 | |
| 2 | Atria Investments, Inc | 64K | $1.6M | ▲New +64K sh | Q2 2026 | |
| 3 | Citadel Advisors LLC | 61K | $1.5M | ▲+93% Added · +30K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 50K | $1.2M | —Held | Q2 2026 | |
| 5 | Jane Street Group, LLC | 43K | $1.1M | ▲New +43K sh | Q1 2026 | |
| 6 | Insigneo Advisory Services, LLC | 30K | $737K | ▲New +30K sh | Q2 2026 | |
| 7 | Snowden Capital Advisors LLC | 17K | $421K | ▲New +17K sh | Q2 2026 | |
| 8 | Single Point Partners, LLC | 13K | $332K | ▲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, 4 funds opened a new position in IBTR and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Nvidia CorpNVDA | 4 funds | $3.6B |
| Ishares Core S&P 500 ETFIVV | 4 funds | $3.2B |
| Amazon.com IncAMZN | 4 funds | $1.9B |
| Micron Technology IncMU | 4 funds | $1.7B |
| Apple IncAAPL | 4 funds | $1.6B |
| Microsoft CorpMSFT | 4 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 4 funds | $1.2B |
| Broadcom IncAVGO | 4 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 4 funds | $998.1M |
| JPMorgan Chase & CoJPM | 4 funds | $819.2M |
| Alphabet Inc-CL CGOOG | 4 funds | $806.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $638.1M |
Ranked by how many of IBTR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBTR.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.9M |
| TOPTmc | 95 funds | $180.0M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 61 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
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 IBTR
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/IBTR/capital-change-brief"
Use Arkolith's capital_change_brief for IBTR. 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 IBTR. Filings are public domain, sourced to SEC EDGAR.