Fund shareholders of Ibotta Inc
ISIN US4510511060 · United States · LEI 54930026OZD4IQ7YR615
- Fund shareholders
- 135
- Of which ETFs
- 33 102 other funds
- Value held
- 57.1M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 357,707 | 10.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 276,625 | 8.3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 151,885 | 4.6M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 110,147 | 3.9M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 91,027 | 2.7M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 71,840 | 1.8M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 69,379 | 1.7M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 64,368 | 1.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND | 60,116 | 1.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 40,100 | 1.2M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 27,631 | 689.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 27,325 | 818.9K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 26,987 | 808.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 25,390 | 893.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 24,370 | 857.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 24,300 | 855.4K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Amplify Digital Payments ETF Amplify ETF Trust | 23,549 | 705.8K $ | 0.44 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 22,964 | 688.2K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 22,055 | 776.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 21,206 | 529.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 20,879 | 521.3K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 20,683 | 619.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 18,006 | 539.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST | 16,299 | 573.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 16,203 | 570.3K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 16,000 | 479.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 14,500 | 362.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,560 | 338.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 13,449 | 473.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 13,152 | 463K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,692 | 316.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 11,462 | 343.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,500 | 254.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 8,425 | 252.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 7,275 | 256.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,000 | 246.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,968 | 245.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 6,700 | 200.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 6,586 | 197.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 6,058 | 151.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,947 | 178.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 5,670 | 169.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,186 | 155.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,900 | 146.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 4,880 | 146.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,778 | 168.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,747 | 167.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 4,674 | 140.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 4,550 | 136.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 4,426 | 132.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,785 | 113.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,683 | 110.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,661 | 109.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 3,346 | 100.3K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 2,771 | 97.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 2,728 | 96K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,600 | 64.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,544 | 76.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 2,396 | 71.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,318 | 81.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,218 | 66.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 2,122 | 63.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,071 | 72.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,046 | 61.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,002 | 70.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 1,942 | 58.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,789 | 44.7K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,723 | 51.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,649 | 41.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,537 | 46.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 1,495 | 52.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,490 | 44.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,367 | 41K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 1,289 | 38.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,264 | 37.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,238 | 37.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,207 | 42.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,173 | 41.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,099 | 38.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 980 | 24.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 907 | 27.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 888 | 22.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 886 | 26.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 864 | 21.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 861 | 21.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 859 | 30.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 852 | 25.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 837 | 25.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 831 | 24.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 809 | 24.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 779 | 23.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 770 | 23.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 762 | 22.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 737 | 18.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 723 | 21.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 696 | 24.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 665 | 23.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 606 | 15.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 601 | 15K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 457 | 13.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Amplify Digital Payments ETF Amplify ETF Trust | 0.44 % | as of Mar 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 0.41 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.15 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.13 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 0.11 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 0.07 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 0.06 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 0.05 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 0.05 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 135 | +5 | 1,915,723 | -22.7 % |
| 2026Q1 | 130 | -1 | 2,479,517 | -33.2 % |
| 2025Q4 | 131 | +8 | 3,714,490 | +1.9 % |
| 2025Q3 | 123 | -14 | 3,644,663 | -11.0 % |
| 2025Q2 | 137 | +26 | 4,096,213 | -13.6 % |
| 2025Q1 | 111 | -6 | 4,743,238 | +36.0 % |
| 2024Q4 | 117 | +14 | 3,487,505 | +36.5 % |
| 2024Q3 | 103 | +92 | 2,554,480 | +2,435.9 % |
| 2024Q2 | 11 | 100,732 |
Institutional managers
126 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Koch, Inc. | 4,389,129 | 131.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,690,546 | 50.7M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 1,009,287 | 30.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 962,644 | 28.9M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 640,683 | 19.2M $ | as of Mar 31, 2026 |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | 367,032 | 11M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 327,173 | 9.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 296,563 | 8.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 284,505 | 8.5M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 271,425 | 8.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 239,300 | 7.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 239,167 | 7.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 236,732 | 7.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 173,119 | 5.2M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 153,980 | 4.6M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 128,999 | 3.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 128,594 | 3.9M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 126,690 | 3.8K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 123,751 | 3.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 110,739 | 3.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 104,595 | 3.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 97,473 | 2.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 90,870 | 2.7M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 86,043 | 2.6M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 64,202 | 1.9M $ | as of Mar 31, 2026 |
Declared shareholders of Ibotta Inc
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| KDT Ibotta Holdings, LLC and 1 other | 20.70 % | 4,389,129 | as of Feb 26, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Ibotta Inc". https://titelia.com/en/stocks/ibotta-inc-US4510511060