Position in IBTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$170
+$21 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 145 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. IBTA ranks #115 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in IBTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170 | 5 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $149 | 5 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $90 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $83 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $42 | 1 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $65 | 1 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||