24 tracked 13F filers disclose a position in IFLR as of the latest SEC 13F filings, a combined $39.5M 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 | Liberty Atlantic Advisors LLC | $9.1M | 171K | ▲+10% Added · +16K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 112K | ▲New +112K sh | Q1 2026 | |
| 3 | NewCorp Financial Services, Inc. | $3.9M | 74K | ▲+9.2% Added · +6K sh | Q2 2026 | |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $3.9M | 73K | ▲+55% Added · +26K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 70K | ▲New +70K sh | Q1 2026 | |
| 6 | Concurrent Investment Advisors, LLC | $3.3M | 63K | ▲+11% Added · +6K sh | Q2 2026 | |
| 7 | WINNOW WEALTH LLC | $1.9M | 35K | ▲+1.6% Added · +536 sh | Q2 2026 | |
| 8 | SIGNATUREFD, LLC | $1.5M | 29K | ▼−1.7% Reduced · −505 sh | Q1 2026 | |
| 9 | WorthPointe, LLC | $1.3M | 24K | ▲+18% Added · +4K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $1.0M | 21K | ▼−65% Reduced · −38K sh | Q1 2026 | |
| 11 | Worth Financial Advisory Group, LLC | $666K | 13K | ▲New +13K sh | Q2 2026 | |
| 12 | Signal Advisors Wealth, LLC | $657K | 12K | ▲New +12K sh | Q2 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $474K | 9K | ▲New +9K sh | Q2 2026 | |
| 14 | Balance Wealth Partners LLC | $437K | 8K | ▲+4.9% Added · +386 sh | Q2 2026 | |
| 15 | Farther Finance Advisors, LLC | $408K | 8K | ▲New +8K sh | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $342K | 7K | ▲New +7K sh | Q1 2026 | |
| 17 | Arax Advisory Partners | $338K | 7K | ▲New +7K sh | Q1 2026 | |
| 18 | GWN SECURITIES INC. | $316K | 6K | ▲New +6K sh | Q2 2026 | |
| 19 | Amicus Financial Advisors, LLC | $237K | 4K | ▲New +4K sh | Q2 2026 | |
| 20 | Beacon Financial Strategies CORP | $214K | 4K | ▲New +4K sh | Q2 2026 | |
| 21 | KFG WEALTH MANAGEMENT, LLC | $201K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | Capital Investment Advisory Services, LLC | $72K | 1K | ▲+3.2% Added · +42 sh | Q2 2026 | |
| 23 | Wealth Enhancement Trust Services, Inc. | $41K | 772 | ▲New +772 sh | Q2 2026 | |
| 24 | Ashton Thomas Private Wealth, LLC | $2K | 42 | —Held | 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, 5 funds opened a new position in IFLR and 6 added to an existing one, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 12 funds | $1.1B |
| MICROSOFT CORPMSFT | 12 funds | $613.4M |
| AMAZON.COM INCAMZN | 12 funds | $541.9M |
| ALPHABET INC-CL AGOOGL | 12 funds | $403.3M |
| NVIDIA CORPNVDA | 11 funds | $1.2B |
| VANGUARD S&P 500 ETFVOO | 11 funds | $990.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $638.9M |
| ALPHABET INC-CL CGOOG | 11 funds | $313.8M |
| JPMORGAN CHASE & COJPM | 11 funds | $221.6M |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $220.9M |
| HOME DEPOT INCHD | 11 funds | $114.8M |
| INNOVATOR EQTY MGD FLOOR ETFSFLR | 11 funds | $68.3M |
Ranked by how many of IFLR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 78 funds | $71.7M |
| ZMARmc | 75 funds | $48.0M |
| ZDEKmc | 70 funds | $58.9M |
| ZSEPmc | 65 funds | $86.0M |
| ZOCTmc | 60 funds | $60.5M |
| ZNOVmc | 60 funds | $59.8M |
| ZJANmc | 58 funds | $44.4M |
| KDECmc | 55 funds | $53.3M |
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 IFLR
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/IFLR/capital-change-brief"
Use Arkolith's capital_change_brief for IFLR. 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 IFLR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.