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/IBDR/capital-change-brief"
Use Arkolith's capital_change_brief for IBDR. 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/ | $237.2M | 9.8M | ▲+0.2% Added · +19K sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | $113.3M | 4.7M | ▲+31% Added · +1.1M sh | Q1 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $103.6M | 4.3M | ▲+3.3% Added · +137K sh | Q1 2026 | |
| 4 | HM PAYSON & CO | $101.6M | 4.2M | ▼−2.2% Reduced · −93K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $98.0M | 4.0M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $90.9M | 3.8M | ▼−3.3% Reduced · −128K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $64.6M | 2.7M | ▼−18% Reduced · −574K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $40.8M | 1.7M | ▲+20% Added · +275K sh | Q1 2026 | |
| 9 | HOWLAND CAPITAL MANAGEMENT LLC | $36.2M | 1.5M | ▲+13% Added · +168K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $35.3M | 1.5M | ▼−2.0% Reduced · −29K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $35.0M | 1.4M | ▼−2.7% Reduced · −40K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $31.9M | 1.3M | ▼−5.9% Reduced · −82K sh | Q1 2026 | |
| 13 | SHUFRO ROSE & CO LLC | $30.1M | 1.2M | ▲+4.4% Added · +53K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $29.9M | 1.2M | ▼−5.2% Reduced · −67K sh | Q1 2026 | |
| 15 | RVW Wealth, LLC | $28.2M | 1.2M | ▲+2.1% Added · +25K sh | Q2 2026 | |
| 16 | SIGMA INVESTMENT COUNSELORS INC | $28.0M | 1.2M | ▼−4.0% Reduced · −48K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $27.0M | 1.1M | ▲+6.5% Added · +68K sh | Q1 2026 | |
| 18 | Stratos Wealth Partners, LTD. | $27.0M | 1.1M | ▲+7.1% Added · +74K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $25.0M | 1.0M | ▲+21% Added · +181K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $24.8M | 1.0M | ▼−16% Reduced · −192K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.7M | 1.0M | ▼−5.5% Reduced · −59K sh | Q1 2026 | |
| 22 | Mariner, LLC | $24.5M | 1.0M | ▲+3.0% Added · +29K sh | Q1 2026 | |
| 23 | Mesirow Financial Investment Management, Inc. | $21.4M | 883K | ▲+98% Added · +437K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $21.0M | 867K | ▲+4.3% Added · +36K sh | Q1 2026 | |
| 25 | Venture Visionary Partners LLC | $20.9M | 864K | ▲+4.2% Added · +34K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 120 funds | $27.4B |
| MICROSOFT CORPMSFT | 120 funds | $23.5B |
| BROADCOM INCAVGO | 120 funds | $11.2B |
| ALPHABET INC-CL CGOOG | 120 funds | $10.4B |
| JPMORGAN CHASE & COJPM | 120 funds | $10.2B |
| EXXON MOBIL CORPXOM | 120 funds | $6.6B |
| JOHNSON & JOHNSONJNJ | 120 funds | $5.8B |
| CHEVRON CORPCVX | 120 funds | $4.0B |
| CISCO SYSTEMS INCCSCO | 120 funds | $2.7B |
| COCA-COLA CO/THEKO | 120 funds | $2.5B |
| APPLE INCAAPL | 119 funds | $29.2B |
| AMAZON.COM INCAMZN | 119 funds | $17.0B |
Ranked by how many of IBDR'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 IBDR. 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.