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/IBDT/capital-change-brief"
Use Arkolith's capital_change_brief for IBDT. 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/ | $226.7M | 9.0M | ▲+3.2% Added · +279K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $133.9M | 5.3M | ▼−40% Reduced · −3.5M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $117.8M | 4.7M | ▲+1.3% Added · +62K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | $113.4M | 4.5M | ▲+85% Added · +2.1M sh | Q1 2026 | |
| 5 | CAPITAL ADVISORS INC/OK | $89.5M | 3.5M | ▲+6.9% Added · +229K sh | Q1 2026 | |
| 6 | UBS Group AG | $89.3M | 3.5M | ▲+16% Added · +491K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $79.0M | 3.1M | ▲+4.8% Added · +143K sh | Q1 2026 | |
| 8 | HM PAYSON & CO | $74.5M | 2.9M | ▲+28% Added · +650K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $63.7M | 2.5M | ▲+11% Added · +249K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $46.8M | 1.8M | ▼−0.4% Reduced · −7K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $44.9M | 1.8M | ▼−2.0% Reduced · −36K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $41.4M | 1.6M | ▲+1.7% Added · +28K sh | Q1 2026 | |
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | $38.4M | 1.5M | ▲+5.9% Added · +85K sh | Q2 2026 | |
| 14 | ROYAL BANK OF CANADA | $37.2M | 1.5M | ▲+16% Added · +206K sh | Q1 2026 | |
| 15 | SUMMITRY LLC | $36.8M | 1.5M | ▲+4.4% Added · +62K sh | Q1 2026 | |
| 16 | HOWLAND CAPITAL MANAGEMENT LLC | $33.1M | 1.3M | ▲+6.4% Added · +79K sh | Q2 2026 | |
| 17 | Klingman & Associates, LLC | $33.0M | 1.3M | ▲+3.0% Added · +38K sh | Q1 2026 | |
| 18 | SIGMA INVESTMENT COUNSELORS INC | $32.4M | 1.3M | ▲+2.3% Added · +29K sh | Q1 2026 | |
| 19 | RVW Wealth, LLC | $30.5M | 1.2M | ▲+4.1% Added · +47K sh | Q2 2026 | |
| 20 | Baltimore-Washington Financial Advisors, Inc. | $26.7M | 1.1M | ▲+6.2% Added · +61K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $26.3M | 1.0M | ▲+8.3% Added · +79K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $26.0M | 1.0M | ▼~0% Reduced · −333 sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $22.0M | 869K | ▲+1.4% Added · +12K sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $21.7M | 856K | ▲+26% Added · +177K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $19.9M | 785K | ▲+4.5% 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.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 376 funds | $20.5B |
| EAGGmc | 277 funds | $3.5B |
| ESMLmc | 268 funds | $1.4B |
| IFRAmc | 232 funds | $1.6B |
| IBDSmc | 229 funds | $2.1B |
| IBDTthis pagemc | 228 funds | $2.1B |
| ARTYmc | 199 funds | $735.6M |
| SYSBmc | 153 funds | $858.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 115 funds | $9.9B |
| EXXON MOBIL CORPXOM | 115 funds | $6.2B |
| CISCO SYSTEMS INCCSCO | 115 funds | $2.4B |
| APPLE INCAAPL | 114 funds | $26.6B |
| NVIDIA CORPNVDA | 114 funds | $23.9B |
| MICROSOFT CORPMSFT | 114 funds | $21.9B |
| AMAZON.COM INCAMZN | 114 funds | $16.2B |
| ALPHABET INC-CL AGOOGL | 114 funds | $13.2B |
| ALPHABET INC-CL CGOOG | 114 funds | $10.8B |
| JOHNSON & JOHNSONJNJ | 114 funds | $5.5B |
| CHEVRON CORPCVX | 114 funds | $4.0B |
| ORACLE CORPORCL | 114 funds | $2.6B |
Ranked by how many of IBDT'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 IBDT. 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.