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 | |
|---|---|---|---|---|
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 501 | 17.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 468 | 16K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 455 | 15.6K $ | 0.09 % | as of May 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 422 | 14.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 410 | 14K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 408 | 14K $ | 0.01 % | as of May 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 405 | 13.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 349 | 11.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 337 | 11.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 314 | 10.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 304 | 10.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 10.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 297 | 7.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 288 | 9.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 278 | 9.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 263 | 9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 248 | 8.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 247 | 8.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 222 | 5.3K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 220 | 7.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 167 | 5.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 160 | 5.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 128 | 3.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust | 119 | 4.1K $ | 0.05 % | as of May 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 66 | 1.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 58 | 2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 53 | 1.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 47 | 1.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 41 | 1.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 28 | 959 $ | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 27 | 922.3 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 25 | 854 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 15 | 512.4 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 14 | 478.2 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 10 | 342.5 $ | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 8 | 192 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 8 | 192 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 102.8 $ | 0.01 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 102.5 $ | 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 |
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Titelia. "Fund shareholders of Ibotta Inc". https://titelia.com/en/stocks/ibotta-inc-US4510511060