IBM

International Business Machines Corporation

StockTechnologyInformation Technology ServicesUS$217B market cap

$250.04

▼ −1.0% last session

−15.8% 1Y

Close of Nov 3, 2026End-of-day

Nov 3, 2026 · IBM total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesIBMS&P 500 · VOO

Held by ETFs: $1.3B; in funds that list it in their top 10
Share of the company: ≈0.6%; of International Business Machines held through ETFs
Top-10 holding in: 33 ETFs; one of their ten biggest
Built on IBM alone: 1 ETF; 2×
Most per dollar · basket: TDIV 8.9%; $89 of every $1,000
Biggest holder: COWZ $424M; of IBM, 2.1% of the fund

Every ETF Theme Built Around IBM

YTD

2× Daily IBM ETFs

YTD

$27Min 1 fund

IBX$27Mno YTD

Corner: assets · twice IBM’s move each day

ETFs That Pay From IBM

YTD

40.6%top yield · AIPI

AIPI40.6%+11.6%SWP9.6%+5.3%

Corner: yield · option income, upside capped

Heaviest IBM Baskets

YTD

$89per $1,000 in TDIV

TDIV8.9%+18.6%DIVB5.2%+35.5%SKYY3.9%+19.9%PABU2.6%+6.0%COWZ2.1%+18.9%TDVI8.9%+18.6%

Corner: IBM weight · IBM is the biggest slice

Themes Around IBM

YTD

$38Mof IBM in 4 funds

ROBT1.8%+6.2%WQTM7.1%+1.0%AIVC3.0%+47.1%CQTM6.9%no YTD

Corner: IBM weight · the themes it sits in

Geared ETFs Holding IBM

YTD

+26.1%SKYU, the best of 2

AIBU2×+15.5%SKYU2×+26.1%

Corner: leverage · index funds with IBM inside

IBM Through Other ETFs

YTD

$10per $1,000 in SHUS

SHUS1.0%+13.9%FTBI0.9%+6.4%

Corner: IBM weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in IBM Sits

Today

38%in US Stock Styles funds

US Stock Styles $506MThematic Income $440MIncome $184MThematic $163MSectors $27MOther $10M

COWZ$424M · 2.1%PABUEDOWACEPITAN2 moreTDIV$382M · 8.9%TDVIDIVB$120M · 5.2%DJDAIPI8 moreSKYY$125M · 3.9%WQTMROBT2 moreBLOK2 moreFTCE, NXTE, …

Tile size = dollars of IBM held% = IBM’s weight in the fund

End-of-day Nov 4, 2026 · $1.3B across funds that list IBM in their top 10

Open in desk

More of It

Most IBM per $1,000

Today

$2,000of IBM per $1,000 in the 1 2× daily fund · then TDIV, the heaviest basket at $89

#FundNameIssuerPer $1K ▼YTDOpen

1IBXTradr 2X Long IBM Daily ETFTradr$2,000—Open

2TDIVFirst Trust NASDAQ Technology Dividend Index FundFirst Trust$89+18.6%Open

3TDVIFT Vest Technology Dividend Target Income ETFFirst Trust$89+18.6%Open

4WQTMWisdomTree Quantum Computing FundWisdomTree$71+1.0%Open

5CQTMCorgi Quantum Computing ETFCorgi$69—Open

6DJDInvesco Dow Jones Industrial Average Dividend ETFInvesco$59+20.2%Open

7SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFState Street$56+18.0%Open

8FTCEFirst Trust New Constructs Core Earnings Leaders ETFFirst Trust$54+9.9%Open

9PTNTCorgi IP Licensing & Royalties ETFCorgi$54—Open

10IBLCiShares Blockchain and Tech ETFiShares$52−11.1%Open

End-of-day Nov 4, 2026 · 2× funds reset daily · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding IBM

Today

$89in TDIV, the heaviest basket

FundPer $1,000YTD

TDIV$89+18.6%

DIVB$52+35.5%

SKYY$39+19.9%

PABU$26+6.0%

COWZ$21+18.9%

TDVI$89+18.6%

End-of-day Nov 4, 2026 · bars run to $200

2× Daily IBM ETFs

YTD

$27Min 1 fund

2× daily$2,000 of IBM per $1,000

IBX$27M—

Past yearIBM −15.8%IBX —

End-of-day Nov 4, 2026 · all reset daily

Geared ETFs Holding IBM

YTD

+26.1%SKYU, the best of 2

FundAssetsYTD

SKYU2×$3M+26.1%

AIBU2×$19M+15.5%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Income from It

IBM Income ETFs

Yield · Today

40.6%yield · AIPI, the biggest
2 income funds holding IBM

Invest $10,000 in AIPI · currently about $4,058 a year

FundYieldOn $10KYTD

AIPIRexshares40.6%$4,058/yr+11.6%

SWPSWP Management9.6%$958/yr+5.3%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding IBM, by Yield

Yield · Today

40.6%top yield, AIPI · highest payout first

#FundNameIssuerYield ▼YTDOpen

1AIPIREX AI Equity Premium Income ETFRexshares40.6%+11.6%Open

2SWPManager Directed Portfolios SWP Growth & Income ETFSWP Management9.6%+5.3%Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding IBM

YTD

$184Mof IBM held by 11 income funds · DIVB is the largest
plus $440M in thematic-income funds

StrategyFundNameIBM per $1,000YieldYTDAssets

Premium incomeAIPIREX AI Equity Premium Income ETF$3940.6%+11.6%$440M

Income basketSWPManager Directed Portfolios SWP Growth & Income ETF$409.6%+5.3%$145M

Dividend stocksDIVBiShares Core Dividend ETF$522.1%+35.5%$2.3B

On $10KAIPI $4,058/yr SWP $958/yr DIVB $210/yr

End-of-day Nov 4, 2026 · $184M = income funds that list IBM in their top 10 · trailing yield

Thematic ETFs

Themes Around IBM

YTD

$38Mof IBM held in 4 theme funds

ROBT+6.2%$717M · 1.8% IBM WQTM+1.0%$291M · 7.1% IBM AIVC+47.1%

Size = assets · colour = YTD · IBM weight in eachAll 4 →

End-of-day Nov 4, 2026

SKYY vs ROBT

YTD

SKYYFirst Trust · Cyber & cloudROBTFirst Trust · AI & semis

Year to date

+19.9%

+6.2%

SKYY wins+13.7 pts

Past year

+9.5%

−1.6%

SKYY wins+11.0 pts

Fee

0.60%

0.65%

SKYY winslower fee

Yield

0.0%

Level

AUM

$3.2B

$717M

SKYY4.4× more

3–0SKYY wins

End-of-day Nov 3, 2026 · AUM not scored

IBM Themes Ranked by Return

YTD

+47.1%AIVC, the best of the theme funds holding IBM

#FundNameIssuerYTD ▼IBMOpen

1AIVCAmplify Bloomberg AI Value Chain ETFAmplify+47.1%3.0%Open

2SKYYFirst Trust Cloud Computing ETFFirst Trust+19.9%3.9%Open

3ROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETFFirst Trust+6.2%1.8%Open

4WQTMWisdomTree Quantum Computing FundWisdomTree+1.0%7.1%Open

End-of-day Nov 4, 2026 · IBM = its weight in each fund

SKYY & ROBT vs Thematic

Average · YTD

SKYY

+19.9%

ROBT

+6.2%

Thematic average

+7.7%

End-of-day Nov 3, 2026