As of the latest SEC filings, Ibotta, Inc. (IBTA) is held by 136 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $10,720,478.79 in market value, representing a significant portion of its portfolio.
Funds holding Ibotta, Inc. (IBTA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IBTA
- CIK:
- 0001538379
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10,720,478.79 | 357,707 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $8,290,451.25 | 276,625 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,551,993.45 | 151,885 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,877,174.40 | 110,147 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.02% | $2,728,079.19 | 91,027 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,793,844.80 | 71,840 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,732,393.63 | 69,379 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,607,268.96 | 64,368 | Feb 28, 2026 | Apr 24, 2026 |
|
VTCAX
VANGUARD COMMUNICATION SERVICES INDEX FUND
|
ETF | Vanguard | 0.02% | $1,501,096.52 | 60,116 | Feb 28, 2026 | Apr 28, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.15% | $1,201,797.00 | 40,100 | Mar 31, 2026 | Jun 1, 2026 |
|
POAGX
PRIMECAP Odyssey Aggressive Growth Fund
|
MF | Independent / Boutique | 0.01% | $893,728.00 | 25,390 | Apr 30, 2026 | Jun 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $857,824.00 | 24,370 | Apr 30, 2026 | Jun 25, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.07% | $855,360.00 | 24,300 | Apr 30, 2026 | Jun 25, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.13% | $818,930.25 | 27,325 | Mar 31, 2026 | Jun 1, 2026 |
|
BBTSX
Bridge Builder Tax Managed Small/Mid Cap Fund
|
MF | Independent / Boutique | 0.03% | $808,800.39 | 26,987 | Mar 31, 2026 | May 22, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $776,336.00 | 22,055 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $689,946.07 | 27,631 | Feb 28, 2026 | Apr 24, 2026 |
|
NOSGX
Small Cap Value Fund
|
MF | Independent / Boutique | 0.11% | $688,231.08 | 22,964 | Mar 31, 2026 | May 28, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $619,869.51 | 20,683 | Mar 31, 2026 | May 28, 2026 |
|
FCOM
Fidelity MSCI Communication Services Index ETF
|
ETF | Fidelity | 0.03% | $573,724.80 | 16,299 | Apr 30, 2026 | Jun 23, 2026 |
|
NUSC
Nuveen ESG Small-Cap ETF
|
ETF | Independent / Boutique | 0.04% | $570,345.60 | 16,203 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $539,639.82 | 18,006 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $529,513.82 | 21,206 | Feb 28, 2026 | Apr 24, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.06% | $521,348.63 | 20,879 | Feb 28, 2026 | Apr 28, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.03% | $479,520.00 | 16,000 | Mar 31, 2026 | May 27, 2026 |
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