Among active 13F managers last quarter, 7 opened and 11 added, while 11 reduced; the largest holder to move was Retiremitten Financial LLC (+11%).
82 tracked 13F filers disclose a position in ILTB as of the latest SEC 13F filings, a combined $362.7M 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 | Bank Of America Corp | 2.2M | $106.1M | ▲+0.4% Added · +8K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | 1.3M | $63.8M | ▲+6.7% Added · +82K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 541K | $26.5M | ▲+26% Added · +111K sh | Q1 2026 | |
| 4 | Retiremitten Financial LLC | 281K | $13.8M | ▲+11% Added · +27K sh | Q2 2026 | |
| 5 | Focus Financial Network, Inc. | 254K | $12.4M | ▲+4.7% Added · +11K sh | Q1 2026 | |
| 6 | Arkadios Wealth Advisors | 248K | $12.2M | ▲+170% Added · +156K sh | Q2 2026 | |
| 7 | Cedar Mountain Advisors, LLC | 245K | $12.1M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 8 | BlackRock, Inc. | 217K | $10.7M | ▲+5.8% Added · +12K sh | Q2 2026 | |
| 9 | Wells Fargo & Company | 171K | $8.4M | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 10 | UBS Group AG | 170K | $8.3M | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 11 | Verde Capital Management | 155K | $7.6M | ▼−11% Reduced · −20K sh | Q2 2026 | |
| 12 | HighPoint Advisor Group LLC | 150K | $7.4M | ▲New +150K sh | Q2 2026 | |
| 13 | LPL Financial LLC | 134K | $6.5M | ▲+17% Added · +19K sh | Q1 2026 | |
| 14 | Morgan Stanley | 123K | $6.0M | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 15 | ETF Portfolio Partners, Inc. | 110K | $5.4M | ▲+5.2% Added · +5K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 82K | $4.0M | ▼−23% Reduced · −25K sh | Q1 2026 | |
| 17 | Creative Financial Designs Inc | 78K | $3.8M | ▼−7.0% Reduced · −6K sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 76K | $3.7M | ▼−9.8% Reduced · −8K sh | Q1 2026 | |
| 19 | CreativeOne Wealth, LLC | 75K | $3.7M | ▲+4.4% Added · +3K sh | Q2 2026 | |
| 20 | Schmidt P J Investment Management Inc | 69K | $3.4M | ▲+4.6% Added · +3K sh | Q2 2026 | |
| 21 | Keybank National Association | 68K | $3.3M | —Held | Q1 2026 | |
| 22 | Jones Financial Companies LLLP | 56K | $2.7M | ▲+41% Added · +16K sh | Q1 2026 | |
| 23 | Raymond James Financial Inc | 50K | $2.4M | ▼−10% Reduced · −6K sh | Q1 2026 | |
| 24 | Independent Wealth Network Inc. | 47K | $2.3M | ▲+0.7% Added · +329 sh | Q2 2026 | |
| 25 | Sound Income Strategies, LLC | 47K | $2.3M | ▲+20% Added · +8K 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, 7 funds opened a new position in ILTB and 11 added to an existing one, while 11 reduced. 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 |
|---|---|---|
| Apple IncAAPL | 37 funds | $5.1B |
| Nvidia CorpNVDA | 36 funds | $5.8B |
| Microsoft CorpMSFT | 36 funds | $2.9B |
| Amazon.com IncAMZN | 35 funds | $3.4B |
| Alphabet Inc-CL AGOOGL | 35 funds | $2.2B |
| Invesco QQQ Trust Series 1QQQ | 35 funds | $1.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 35 funds | $1.8B |
| Ishares Core S&P 500 ETFIVV | 34 funds | $4.1B |
| Alphabet Inc-CL CGOOG | 34 funds | $2.0B |
| Meta Platforms Inc-Class AMETA | 34 funds | $1.9B |
| Vanguard Growth ETFVUG | 34 funds | $905.1M |
| Vanguard Total Stock MKT ETFVTI | 34 funds | $895.7M |
Ranked by how many of ILTB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ILTB.
| Class | 13F holders | Value held |
|---|---|---|
| IWYcs | 649 funds | $11.9B |
| AORcs | 413 funds | $1.2B |
| AOAcs | 389 funds | $671.2M |
| AOMcs | 280 funds | $630.1M |
| IWXcs | 247 funds | $3.7B |
| EUFNmc | 226 funds | $2.1B |
| IWLcs | 222 funds | $1.5B |
| IGLBcs | 198 funds | $1.9B |
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 ILTB
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/ILTB/capital-change-brief"
Use Arkolith's capital_change_brief for ILTB. 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 ILTB. Filings are public domain, sourced to SEC EDGAR.