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/IBD/capital-change-brief"
Use Arkolith's capital_change_brief for IBD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | $103.2M | 4.3M | ▲+28% Added · +956K sh | Q1 2026 | |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $25.2M | 1.1M | ▲+7.0% Added · +69K sh | Q1 2026 | |
| 3 | OneAscent Financial Services LLC | $15.8M | 664K | ▲+3.9% Added · +25K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $14.7M | 615K | ▲+46% Added · +195K sh | Q1 2026 | |
| 5 | CreativeOne Wealth, LLC | $13.7M | 576K | ▲15× Added · +538K sh | Q1 2026 | |
| 6 | Plan A Wealth LLC | $7.7M | 322K | ▲+8.3% Added · +25K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $5.5M | 229K | ▲+364% Added · +180K sh | Q1 2026 | |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.4M | 226K | ▲+14% Added · +28K sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $5.1M | 212K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $4.8M | 200K | ▲+896% Added · +180K sh | Q1 2026 | |
| 11 | LVZ, Inc. | $4.7M | 198K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 12 | Valmark Advisers, Inc. | $4.4M | 187K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 13 | Legacy Wealth Asset Management, LLC | $4.4M | 185K | ▲+8.3% Added · +14K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $4.3M | 179K | ▲+16% Added · +24K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 156K | ▲+0.1% Added · +184 sh | Q1 2026 | |
| 16 | Range Financial Group LLC | $3.6M | 153K | ▲+15% Added · +20K sh | Q2 2026 | |
| 17 | Allworth Financial LP | $3.5M | 147K | ▲+19% Added · +23K sh | Q1 2026 | |
| 18 | TrueWealth Advisors, LLC | $2.9M | 124K | ▲+12% Added · +13K sh | Q2 2026 | |
| 19 | Belpointe Asset Management LLC | $2.5M | 106K | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $2.2M | 92K | ▼−18% Reduced · −20K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $1.9M | 80K | ▲+10% Added · +7K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $1.9M | 80K | ▲+8.0% Added · +6K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $1.9M | 80K | ▲+8.2% Added · +6K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $1.8M | 77K | ▲New +77K sh | Q1 2026 | |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 76K | ▲+16% Added · +10K sh | Q1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $14.2B |
| NVIDIA CORPNVDA | 36 funds | $9.7B |
| MICROSOFT CORPMSFT | 36 funds | $7.1B |
| ALPHABET INC-CL AGOOGL | 36 funds | $5.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $4.1B |
| VANGUARD VALUE ETFVTV | 36 funds | $3.7B |
| BROADCOM INCAVGO | 36 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $3.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 36 funds | $3.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 36 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 36 funds | $2.9B |
Ranked by how many of IBD'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 IBD. 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.