This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IBCA/capital-change-brief"
Use Arkolith's capital_change_brief for IBCA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $20.7M | 806K | ▲+8.3% Added · +62K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $11.4M | 446K | ▲+99% Added · +222K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $9.8M | 383K | ▲New +383K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $8.9M | 347K | ▲+886% Added · +312K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $6.8M | 266K | ▲+38% Added · +74K sh | Q1 2026 | |
| 6 | Lido Advisors, LLC | $6.4M | 251K | ▲+38% Added · +70K sh | Q1 2026 | |
| 7 | Krilogy Financial LLC | $5.3M | 206K | ▲+28% Added · +44K sh | Q1 2026 | |
| 8 | UBS Group AG | $4.9M | 193K | ▲+22% Added · +34K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $4.7M | 183K | ▲+9.2% Added · +15K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 112K | ▲+49% Added · +37K sh | Q2 2026 | |
| 11 | HANCOCK WHITNEY CORP | $2.7M | 105K | ▲+240% Added · +74K sh | Q1 2026 | |
| 12 | ADIRONDACK TRUST CO | $2.4M | 92K | ▲+12% Added · +10K sh | Q2 2026 | |
| 13 | INSTRUMENTAL WEALTH, LLC | $2.4M | 92K | ▲+0.4% Added · +390 sh | Q2 2026 | |
| 14 | US BANCORP \DE\ | $2.3M | 89K | ▲+48% Added · +29K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 83K | ▲+22% Added · +15K sh | Q1 2026 | |
| 16 | Atlantic Union Bankshares Corp | $2.1M | 82K | ▲+29% Added · +18K sh | Q1 2026 | |
| 17 | J.W. COLE ADVISORS, INC. | $2.0M | 76K | ▲+8.1% Added · +6K sh | Q1 2026 | |
| 18 | Marathon Mission, Inc. | $1.8M | 70K | ▲New +70K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.7M | 67K | ▲+8.9% Added · +5K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $1.7M | 66K | ▲New +66K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $1.5M | 57K | ▲+71% Added · +23K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 48K | ▲+52% Added · +16K sh | Q1 2026 | |
| 23 | MCF Advisors LLC | $1.2M | 47K | —Held | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $1.1M | 45K | ▲+287% Added · +33K sh | Q1 2026 | |
| 25 | Segment Wealth Management, LLC | $999K | 39K | ▲+38% Added · +11K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 25 funds | $9.0B |
| APPLE INCAAPL | 25 funds | $8.3B |
| MICROSOFT CORPMSFT | 25 funds | $7.2B |
| AMAZON.COM INCAMZN | 25 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 25 funds | $4.5B |
| BROADCOM INCAVGO | 25 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 25 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 25 funds | $2.9B |
| EXXON MOBIL CORPXOM | 25 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 25 funds | $1.7B |
| WALMART INCWMT | 25 funds | $1.4B |
| CHEVRON CORPCVX | 25 funds | $1.3B |
Ranked by how many of IBCA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IBCA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.