Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Realta Investment Advisors (new position).
7 tracked 13F filers disclose a position in IRTR as of the latest SEC 13F filings, a combined $2.0M 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 | Valmark Advisers, Inc. | 36K | $1.1M | —Held | Q2 2026 | |
| 2 | Realta Investment Advisors | 9K | $301K | ▲New +9K sh | Q2 2026 | |
| 3 | Summit Financial, LLC | 7K | $216K | ▲New +7K sh | Q2 2026 | |
| 4 | Geneos Wealth Management Inc. | 5K | $175K | ▲+50% Added · +2K sh | Q2 2026 | |
| 5 | Aptus Capital Advisors, LLC | 3K | $94K | ▲+0.7% Added · +21 sh | Q2 2026 | |
| 6 | Ameriflex Group, Inc. | 482 | $15K | —Held | Q2 2026 | |
| 7 | Golden State Wealth Management, LLC | 475 | $15K | ▲New +475 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, 2 funds opened a new position in IRTR 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 |
|---|---|---|
| Vanguard Total Stock MKT ETFVTI | 5 funds | $718.8M |
| SS SPDR P S&P 500 Growth ETFSPYG | 5 funds | $694.6M |
| Apple IncAAPL | 5 funds | $628.1M |
| Vanguard S&P 500 ETFVOO | 5 funds | $578.9M |
| Nvidia CorpNVDA | 5 funds | $542.5M |
| SS SPDR P S&P 400 Midcap ETFSPMD | 5 funds | $491.0M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 5 funds | $479.6M |
| Vanguard Ftse Emerging MarkeVWO | 5 funds | $382.6M |
| Vanguard Ftse All-World Ex-UVEU | 5 funds | $345.6M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $327.6M |
| Microsoft CorpMSFT | 5 funds | $320.5M |
| SS SPDR P S&P 600 Small CapSPSM | 5 funds | $303.3M |
Ranked by how many of IRTR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IRTR.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 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 IRTR
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/IRTR/capital-change-brief"
Use Arkolith's capital_change_brief for IRTR. 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 IRTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.