366 tracked 13F filers disclose a position in ISTB as of the latest SEC 13F filings, a combined $2.7B 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 | BlackRock, Inc. | $277.6M | 5.7M | ▲+3.6% Added · +198K sh | Q1 2026 | |
| 2 | Triad Wealth Partners, LLC | $124.7M | 2.6M | ▲New +2.6M sh | Q2 2026 | |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124.5M | 2.6M | ▲+9.5% Added · +224K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $111.0M | 2.3M | ▲+3.0% Added · +66K sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $85.1M | 1.8M | ▲+23% Added · +332K sh | Q1 2026 | |
| 6 | SPINNAKER TRUST | $66.1M | 1.4M | ▼−0.7% Reduced · −10K sh | Q2 2026 | |
| 7 | Mariner, LLC | $64.0M | 1.3M | ▲+2.8% Added · +36K sh | Q1 2026 | |
| 8 | Townsend & Associates, Inc | $59.6M | 1.2M | ▲+2.9% Added · +35K sh | Q2 2026 | |
| 9 | CAHABA WEALTH MANAGEMENT, INC. | $58.6M | 1.2M | ▲+7.5% Added · +85K sh | Q2 2026 | |
| 10 | LJI Wealth Management, LLC | $57.8M | 1.2M | ▲55× Added · +1.2M sh | Q2 2026 | |
| 11 | Seven Springs Wealth Group, LLC | $55.2M | 1.1M | ▼−16% Reduced · −212K sh | Q2 2026 | |
| 12 | Financial Solutions Advisory Group, Inc. | $54.0M | 1.1M | ▼−5.0% Reduced · −59K sh | Q2 2026 | |
| 13 | Prosperity Planning, Inc. | $53.0M | 1.1M | ▲+7.9% Added · +80K sh | Q2 2026 | |
| 14 | Apella Capital, LLC | $52.2M | 1.1M | ▲+14% Added · +137K sh | Q2 2026 | |
| 15 | JPMORGAN CHASE & CO | $47.7M | 987K | ▼−7.9% Reduced · −84K sh | Q1 2026 | |
| 16 | UBS Group AG | $45.6M | 941K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $45.2M | 933K | ▲+8.5% Added · +73K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $44.6M | 921K | ▼−7.7% Reduced · −77K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $42.9M | 886K | ▲+2.3% Added · +20K sh | Q1 2026 | |
| 20 | MBL Wealth, LLC | $42.2M | 875K | ▲+4.8% Added · +40K sh | Q2 2026 | |
| 21 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $41.1M | 852K | ▲+15% Added · +111K sh | Q2 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $35.4M | 729K | ▲+3.3% Added · +23K sh | Q1 2026 | |
| 23 | FPC INVESTMENT ADVISORY, INC. | $33.1M | 689K | ▲+5.4% Added · +35K sh | Q2 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $33.2M | 685K | ▲+2.2% Added · +15K sh | Q1 2026 | |
| 25 | Destination Wealth Management | $30.7M | 633K | ▲+3.2% Added · +20K sh | Q1 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, 1 fund opened a new position in ISTB and 29 added to an existing one, while 12 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 | 207 funds | $30.8B |
| MICROSOFT CORPMSFT | 206 funds | $26.1B |
| NVIDIA CORPNVDA | 202 funds | $39.9B |
| ALPHABET INC-CL AGOOGL | 197 funds | $18.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 196 funds | $5.9B |
| AMAZON.COM INCAMZN | 195 funds | $21.0B |
| ALPHABET INC-CL CGOOG | 193 funds | $11.9B |
| JPMORGAN CHASE & COJPM | 193 funds | $9.3B |
| ISHARES CORE S&P 500 ETFIVV | 190 funds | $15.4B |
| BROADCOM INCAVGO | 189 funds | $14.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 189 funds | $4.5B |
| VANGUARD S&P 500 ETFVOO | 186 funds | $7.4B |
Ranked by how many of ISTB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IEFAmc | 2222 funds | $146.8B |
| QUALmc | 1520 funds | $38.9B |
| MTUMmc | 1102 funds | $19.3B |
| IXUScs | 959 funds | $41.9B |
| VLUEmc | 563 funds | $8.1B |
| ISTBthis pagemc | 366 funds | $2.7B |
| SIZEUIT EXCHANGE TRADED | 69 funds | $341.1M |
| IYLDmc | 49 funds | $31.3M |
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 ISTB
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/ISTB/capital-change-brief"
Use Arkolith's capital_change_brief for ISTB. 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 ISTB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.