Fund shareholders of Ibotta Inc
ISIN US4510511060 · United States · LEI 54930026OZD4IQ7YR615
- Fund shareholders
- 139
- Of which ETFs
- 32 107 other funds
- Value held
- 64M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 382,945 | 13.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 263,329 | 9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 133,199 | 4.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 113,750 | 2.7M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 109,128 | 2.6M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 70,104 | 2.4M $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 63,762 | 2.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 63,496 | 2.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND | 60,089 | 2.1M $ | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 57,049 | 2M $ | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 47,247 | 1.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 28,395 | 970K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 27,631 | 946.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 26,987 | 921.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 26,698 | 912K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 26,200 | 895K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 25,290 | 607K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 24,561 | 589.5K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 24,140 | 579.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 22,055 | 529.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,412 | 699.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 20,005 | 683.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 18,006 | 615.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 17,930 | 614.1K $ | 0.06 % | as of May 31, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 14,374 | 345K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Amplify Digital Payments ETF Amplify ETF Trust | 14,329 | 489.5K $ | 0.32 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 13,449 | 322.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 11,462 | 391.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 11,116 | 266.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST | 10,434 | 250.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,328 | 353.7K $ | 0.02 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 10,000 | 341.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 9,380 | 225.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 9,375 | 321.1K $ | 0.02 % | as of May 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 9,300 | 318.5K $ | 0.02 % | as of May 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,560 | 293.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 7,403 | 253.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,300 | 249.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,000 | 168K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,968 | 167.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,744 | 230.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 6,700 | 228.9K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 6,680 | 228.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 6,333 | 216.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,001 | 205K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 5,670 | 193.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,186 | 177.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Spectrum Fund Meeder Funds | 5,110 | 174.6K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 4,799 | 163.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,761 | 114.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 4,646 | 158.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 4,566 | 156.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 4,447 | 151.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 4,391 | 150K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,320 | 103.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,900 | 133.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,785 | 129.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,683 | 125.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 3,346 | 114.3K $ | 0.40 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 3,276 | 111.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 2,771 | 66.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,600 | 89.1K $ | 0.01 % | as of May 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 2,571 | 61.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,544 | 86.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 2,361 | 80.7K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 2,293 | 78.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,218 | 75.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 2,122 | 72.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,088 | 71.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 2,082 | 71.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,002 | 48K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,890 | 45.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,877 | 64.1K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 1,796 | 61.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,789 | 61.3K $ | 0.04 % | as of May 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,537 | 52.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,532 | 52.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,496 | 51.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,484 | 50.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,317 | 31.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,238 | 42.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,163 | 39.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,103 | 37.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,065 | 25.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,037 | 35.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,005 | 24.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 980 | 33.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 907 | 31K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 859 | 20.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 837 | 28.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 779 | 26.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 777 | 26.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 697 | 23.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 695 | 23.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 672 | 23K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 620 | 21.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 522 | 17.9K $ | 0.01 % | as of May 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 519 | 12.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 517 | 17.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 508 | 17.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 0.40 % | as of Jun 30, 2026 ↗ |
| Amplify Digital Payments ETF Amplify ETF Trust | 0.32 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.13 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.10 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 0.09 % | as of Jun 30, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 0.09 % | as of May 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 0.07 % | as of Jul 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 0.06 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 0.06 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 0.06 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 139 | +4 | 1,996,116 | +4.2 % |
| 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 table shows the 25 largest.
| 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 |
Cite this page
Titelia. "Fund shareholders of Ibotta Inc". https://titelia.com/en/stocks/ibotta-inc-US4510511060