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/IBDS/capital-change-brief"
Use Arkolith's capital_change_brief for IBDS. 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/ | $224.6M | 9.3M | ▲+3.5% Added · +313K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $126.1M | 5.2M | ▲+0.5% Added · +25K sh | Q1 2026 | |
| 3 | Lido Advisors, LLC | $112.7M | 4.7M | ▲+31% Added · +1.1M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $106.7M | 4.4M | ▲+6.3% Added · +260K sh | Q1 2026 | |
| 5 | UBS Group AG | $103.3M | 4.3M | ▲+9.2% Added · +361K sh | Q1 2026 | |
| 6 | HM PAYSON & CO | $100.2M | 4.1M | ▼−2.5% Reduced · −105K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $83.3M | 3.4M | ▲+5.8% Added · +189K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $81.8M | 3.4M | ▲+0.8% Added · +28K sh | Q1 2026 | |
| 9 | CAPITAL ADVISORS INC/OK | $46.9M | 1.9M | ▲+5.0% Added · +91K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $44.0M | 1.8M | ▲+5.8% Added · +99K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $44.0M | 1.8M | ▲+0.9% Added · +16K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $41.5M | 1.7M | ▲+4.5% Added · +73K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $39.5M | 1.6M | ▼−17% Reduced · −338K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $36.0M | 1.5M | ▼−3.5% Reduced · −54K sh | Q1 2026 | |
| 15 | HOWLAND CAPITAL MANAGEMENT LLC | $32.4M | 1.3M | ▲+5.3% Added · +67K sh | Q2 2026 | |
| 16 | SIGMA INVESTMENT COUNSELORS INC | $31.4M | 1.3M | ▲+1.4% Added · +19K sh | Q1 2026 | |
| 17 | RVW Wealth, LLC | $30.8M | 1.3M | ▲+4.5% Added · +54K sh | Q2 2026 | |
| 18 | TRUIST FINANCIAL CORP | $27.9M | 1.2M | ▲+1.5% Added · +17K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $24.7M | 1.0M | ▼−8.6% Reduced · −96K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $24.3M | 1.0M | ▲+25% Added · +202K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.9M | 987K | ▲+6.7% Added · +62K sh | Q1 2026 | |
| 22 | Klingman & Associates, LLC | $23.9M | 986K | ▼−4.1% Reduced · −42K sh | Q1 2026 | |
| 23 | Wick Capital Partners, LLC | $21.7M | 894K | ▲+11% Added · +86K sh | Q1 2026 | |
| 24 | BENJAMIN EDWARDS INC | $19.1M | 788K | ▲+7.9% Added · +58K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $18.4M | 757K | ▲+4.6% Added · +33K 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 | 110 funds | $21.2B |
| ALPHABET INC-CL CGOOG | 110 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 110 funds | $9.1B |
| BROADCOM INCAVGO | 110 funds | $8.9B |
| EXXON MOBIL CORPXOM | 110 funds | $5.7B |
| CISCO SYSTEMS INCCSCO | 110 funds | $2.3B |
| APPLE INCAAPL | 109 funds | $25.3B |
| MICROSOFT CORPMSFT | 109 funds | $20.6B |
| VANGUARD S&P 500 ETFVOO | 109 funds | $16.5B |
| AMAZON.COM INCAMZN | 109 funds | $14.0B |
| ALPHABET INC-CL AGOOGL | 109 funds | $12.2B |
| JOHNSON & JOHNSONJNJ | 109 funds | $4.9B |
Ranked by how many of IBDS'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 IBDS. 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.