35 tracked 13F filers disclose a position in IBUF as of the latest SEC 13F filings, a combined $63.3M 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 | NewEdge Advisors, LLC | $12.4M | 395K | ▲+15% Added · +52K sh | Q2 2026 | |
| 2 | D.B. Root & Company, LLC | $7.3M | 231K | ▲+7.8% Added · +17K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.8M | 229K | ▼−6.6% Reduced · −16K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $6.5M | 222K | ▲+37% Added · +60K sh | Q1 2026 | |
| 5 | CreativeOne Wealth, LLC | $4.7M | 150K | ▲+89% Added · +71K sh | Q2 2026 | |
| 6 | Mutual Advisors, LLC | $3.4M | 117K | ▲+652% Added · +101K sh | Q1 2026 | |
| 7 | BLVD Private Wealth, LLC | $3.6M | 115K | ▲+9.6% Added · +10K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $2.6M | 89K | ▲+60% Added · +33K sh | Q1 2026 | |
| 9 | CENTAURUS FINANCIAL, INC. | $1.8M | 57K | ▲12× Added · +52K sh | Q2 2026 | |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $1.8M | 56K | ▼−1.0% Reduced · −563 sh | Q2 2026 | |
| 11 | JANE STREET GROUP, LLC | $1.4M | 47K | ▲New +47K sh | Q1 2026 | |
| 12 | BFI Wealth Solutions, LLC | $1.3M | 42K | ▲New +42K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $1.0M | 33K | ▲+9.7% Added · +3K sh | Q2 2026 | |
| 14 | Pitti Group Wealth Management, LLC | $918K | 29K | ▲+3.9% Added · +1K sh | Q2 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $722K | 24K | ▲+5.2% Added · +1K sh | Q1 2026 | |
| 16 | Bright Futures Wealth Management, LLC. | $750K | 24K | ▼−0.7% Reduced · −177 sh | Q2 2026 | |
| 17 | ARQ WEALTH ADVISORS, LLC | $620K | 20K | ▲+10% Added · +2K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $553K | 19K | ▲+164% Added · +12K sh | Q1 2026 | |
| 19 | AE Wealth Management LLC | $549K | 19K | ▲+16% Added · +3K sh | Q1 2026 | |
| 20 | WEALTHGARDEN F.S. LLC | $523K | 17K | ▼−1.2% Reduced · −210 sh | Q2 2026 | |
| 21 | Ameritas Advisory Services, LLC | $472K | 15K | ▲New +15K sh | Q2 2026 | |
| 22 | OLD MISSION CAPITAL LLC | $421K | 14K | ▲New +14K sh | Q1 2026 | |
| 23 | Sugar Maple Asset Management, LLC | $382K | 12K | —Held | Q2 2026 | |
| 24 | Belpointe Asset Management LLC | $351K | 12K | ▼−0.5% Reduced · −56 sh | Q1 2026 | |
| 25 | NewEdge Wealth, LLC | $369K | 12K | ▼−0.6% Reduced · −73 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, 3 funds opened a new position in IBUF and 4 added to an existing one, while 7 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 | 17 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $1.2B |
| APPLE INCAAPL | 16 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $857.5M |
| MICROSOFT CORPMSFT | 16 funds | $702.6M |
| AMAZON.COM INCAMZN | 16 funds | $609.5M |
| ALPHABET INC-CL AGOOGL | 16 funds | $447.1M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 16 funds | $414.7M |
| ISHARES RUSSELL 1000 GROWTHIWF | 16 funds | $258.0M |
| VANGUARD DIVIDEND APPREC ETFVIG | 16 funds | $206.9M |
| ABBVIE INCABBV | 16 funds | $183.7M |
Ranked by how many of IBUF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 287 funds | $1.6B |
| SFLRmc | 202 funds | $1.3B |
| BUFFmc | 150 funds | $559.8M |
| QFLRmc | 105 funds | $335.0M |
| ZALTmc | 104 funds | $662.5M |
| BUFBmc | 89 funds | $175.6M |
| JAJLmc | 81 funds | $133.9M |
| ZJULmc | 80 funds | $61.5M |
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 IBUF
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/IBUF/capital-change-brief"
Use Arkolith's capital_change_brief for IBUF. 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 IBUF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.