Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

IBB

iShares Biotechnology ETF · Financial Services · Asset Management

215.23 -0.5% mkt cap $10.63B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
86Tracked holders
-2Δ holders
32.07MShares held
$5.40BReported value
+4New positions
−6Exits
Stable Conviction score 48/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.3% · share flow +0.8% · net new positions -2.3%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 83 -2 30.99M $5.89B +5 −7
Q1 2026 86 -2 32.07M $5.40B +4 −6
Q4 2025 87 +2 31.81M $5.28B +2
Q3 2025 12 0 8.03M $1.16B +2 −2
Q2 2025 9 0 315.48K $39.91M +2 −2
Q1 2025 7 +1 400.58K $51.23M +2 −1
Q4 2024 6 +1 526.12K $69.56M +2 −1
Q3 2024 5 -2 433.42K $63.11M −2
Q2 2024 7 747.92K $102.66M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 7.26M +10.8% $1.23B 0.1% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 7.26M +10.8% $1.23B 0.1% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 7.26M +10.8% $1.23B 0.1% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 7.26M +10.8% $1.23B 0.1% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 7.26M +10.8% $1.23B 0.1% ▲ Add 2 SEC ↗
6 Citigroup Inc 5.12M -2.3% $864.97M 0.6% ▼ Trim 2 SEC ↗
7 Citigroup Inc 5.12M -2.3% $864.97M 0.6% ▼ Trim 2 SEC ↗
8 Citigroup Inc 5.12M -2.3% $864.97M 0.6% ▼ Trim 2 SEC ↗
9 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
10 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
11 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
12 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
13 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
14 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
15 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
16 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
17 Morgan Stanley 2.77M -13.4% $468.30M 0.0% ▼ Trim 3 SEC ↗
18 Bnp Paribas Financial Markets 2.43M +13.9% $410.23M 0.3% ▲ Add 2 SEC ↗
19 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
20 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
21 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
22 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
23 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
24 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
25 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
26 JPMorgan Chase 2.46M +607.0% $398.33M 0.0% ▲ Add 3 SEC ↗
27 Goldman Sachs Group 1.28M +6.0% $215.42M 0.0% ▲ Add 3 SEC ↗
28 Goldman Sachs Group 1.28M +6.0% $215.42M 0.0% ▲ Add 3 SEC ↗
29 Goldman Sachs Group 1.28M +6.0% $215.42M 0.0% ▲ Add 3 SEC ↗
30 Envestnet Asset Management Inc 1.23M +0.3% $207.12M 0.1% ▲ Add 2 SEC ↗
31 Raymond James Financial Inc 1.03M +3.6% $173.87M 0.1% ▲ Add 2 SEC ↗
32 Raymond James Financial Inc 1.03M +3.6% $173.87M 0.1% ▲ Add 2 SEC ↗
33 Raymond James Financial Inc 1.03M +3.6% $173.87M 0.1% ▲ Add 2 SEC ↗
34 Wells Fargo & Company/Mn 854.35K +12.9% $144.26M 0.0% ▲ Add 2 SEC ↗
35 Wells Fargo & Company/Mn 854.35K +12.9% $144.26M 0.0% ▲ Add 2 SEC ↗
36 Wells Fargo & Company/Mn 854.35K +12.9% $144.26M 0.0% ▲ Add 2 SEC ↗
37 Wells Fargo & Company/Mn 854.35K +12.9% $144.26M 0.0% ▲ Add 2 SEC ↗
38 Wells Fargo & Company/Mn 854.35K +12.9% $144.26M 0.0% ▲ Add 2 SEC ↗
39 UBS Group AG 814.29K -10.8% $137.49M 0.0% ▼ Trim 2 SEC ↗
40 UBS Group AG 814.29K -10.8% $137.49M 0.0% ▼ Trim 2 SEC ↗
41 UBS Group AG 814.29K -10.8% $137.49M 0.0% ▼ Trim 2 SEC ↗
42 UBS Group AG 814.29K -10.8% $137.49M 0.0% ▼ Trim 2 SEC ↗
43 Royal Bank Of Canada 737.13K +1.0% $124.46M 0.0% ▲ Add 2 SEC ↗
44 Royal Bank Of Canada 737.13K +1.0% $124.46M 0.0% ▲ Add 2 SEC ↗
45 Royal Bank Of Canada 737.13K +1.0% $124.46M 0.0% ▲ Add 2 SEC ↗
46 Royal Bank Of Canada 737.13K +1.0% $124.46M 0.0% ▲ Add 2 SEC ↗
47 Royal Bank Of Canada 737.13K +1.0% $124.46M 0.0% ▲ Add 2 SEC ↗
48 Royal Bank Of Canada 737.13K +1.0% $124.46M 0.0% ▲ Add 2 SEC ↗
49 Royal Bank Of Canada 737.13K +1.0% $124.46M 0.0% ▲ Add 2 SEC ↗
50 LPL Financial LLC 724.99K -27.0% $122.41M 0.0% ▼ Trim 2 SEC ↗
51 Truist Financial Corp 666.34K +3.8% $112.51M 0.2% ▲ Add 2 SEC ↗
52 Truist Financial Corp 666.34K +3.8% $112.51M 0.2% ▲ Add 2 SEC ↗
53 Healthcare Of Ontario Pension Plan… 596.00K 0.0% $100.63M 0.2% Held 2 SEC ↗
54 Two Sigma Investments 557.81K -62.2% $94.19M 0.1% ▼ Trim 3 SEC ↗
55 Barclays Plc 450.73K -32.9% $76.11M 0.0% ▼ Trim 2 SEC ↗
56 Barclays Plc 450.73K -32.9% $76.11M 0.0% ▼ Trim 2 SEC ↗
57 Barclays Plc 450.73K -32.9% $76.11M 0.0% ▼ Trim 2 SEC ↗
58 Barclays Plc 450.73K -32.9% $76.11M 0.0% ▼ Trim 2 SEC ↗
59 D. E. Shaw & Co. 389.06K +891.4% $65.69M 0.1% ▲ Add 2 SEC ↗
60 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
61 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
62 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
63 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
64 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
65 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
66 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
67 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
68 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
69 Pnc Financial Services Group, Inc. 318.59K -2.0% $53.79M 0.0% ▼ Trim 2 SEC ↗
70 Victory Capital Management Inc 226.24K +1.3% $38.20M 0.0% ▲ Add 2 SEC ↗
71 Stifel Financial Corp 157.32K +1.2% $26.56M 0.0% ▲ Add 2 SEC ↗
72 Stifel Financial Corp 157.32K +1.2% $26.56M 0.0% ▲ Add 2 SEC ↗
73 Stifel Financial Corp 157.32K +1.2% $26.56M 0.0% ▲ Add 2 SEC ↗
74 Rockefeller Capital Management L.P. 136.95K -7.3% $23.12M 0.0% ▼ Trim 2 SEC ↗
75 Rockefeller Capital Management L.P. 136.95K -7.3% $23.12M 0.0% ▼ Trim 2 SEC ↗
76 Rockefeller Capital Management L.P. 136.95K -7.3% $23.12M 0.0% ▼ Trim 2 SEC ↗
77 Rockefeller Capital Management L.P. 136.95K -7.3% $23.12M 0.0% ▼ Trim 2 SEC ↗
78 Commonwealth Equity Services, Llc 132.37K -10.3% $22.35M 0.0% ▼ Trim 2 SEC ↗
79 Cetera Investment Advisers 128.53K +9.3% $21.70M 0.0% ▲ Add 2 SEC ↗
80 Focus Partners Wealth 123.32K -0.2% $20.82M 0.0% ▼ Trim 2 SEC ↗
81 Ameriprise Financial Inc 115.09K -0.4% $19.44M 0.0% ▼ Trim 2 SEC ↗
82 Ameriprise Financial Inc 115.09K -0.4% $19.44M 0.0% ▼ Trim 2 SEC ↗
83 Ameriprise Financial Inc 115.09K -0.4% $19.44M 0.0% ▼ Trim 2 SEC ↗
84 Mml Investors Services, Llc 98.97K -13.7% $16.71M 0.0% ▼ Trim 2 SEC ↗
85 Osaic Holdings, Inc. 95.03K +2.3% $16.05M 0.0% ▲ Add 2 SEC ↗
86 Osaic Holdings, Inc. 95.03K +2.3% $16.05M 0.0% ▲ Add 2 SEC ↗
87 Osaic Holdings, Inc. 95.03K +2.3% $16.05M 0.0% ▲ Add 2 SEC ↗
88 Assetmark, Inc 76.71K +3.6% $12.95M 0.0% ▲ Add 2 SEC ↗
89 Creative Planning 72.43K +7.1% $12.23M 0.0% ▲ Add 2 SEC ↗
90 HighTower Advisors, LLC 70.90K +0.6% $11.97M 0.0% ▲ Add 2 SEC ↗
91 Cerity Partners LLC 69.76K +45.7% $11.78M 0.0% ▲ Add 2 SEC ↗
92 Cerity Partners LLC 69.76K +45.7% $11.78M 0.0% ▲ Add 2 SEC ↗
93 Cerity Partners LLC 69.76K +45.7% $11.78M 0.0% ▲ Add 2 SEC ↗
94 Manufacturers Life Insurance… 62.08K +7.9% $10.48M 0.0% ▲ Add 2 SEC ↗
95 Susquehanna International Group, Llp 61.63K -79.7% $10.41M 0.0% ▼ Trim 2 SEC ↗
96 Susquehanna International Group, Llp 61.63K -79.7% $10.41M 0.0% ▼ Trim 2 SEC ↗
97 Corient Private Wealth LP 57.39K -90.9% $9.39M 0.0% ▼ Trim 2 SEC ↗
98 Brown Advisory Inc 53.70K -0.6% $9.07M 0.0% ▼ Trim 2 SEC ↗
99 Allspring Global Investments… 52.53K +12.0% $8.94M 0.0% ▲ Add 2 SEC ↗
100 Allspring Global Investments… 52.53K +12.0% $8.94M 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Simplex Trading, Llc $5.72M was 0.2%
Walleye Trading LLC $5.26M was 0.1%
Hrt Financial Lp $3.75M was 0.0%
Parallax Volatility Advisers… $2.28M was 0.1%
Tudor Investment Corp Et Al $1.51M was 0.0%
Daiwa Securities Group Inc. $52,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 912 holders, 39.27M shares, $6.31B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API