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/IBDU/capital-change-brief"
Use Arkolith's capital_change_brief for IBDU. 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/ | $170.1M | 7.3M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $155.7M | 6.7M | ▲+22% Added · +1.2M sh | Q1 2026 | |
| 3 | Aptus Capital Advisors, LLC | $148.4M | 6.4M | ▼−4.2% Reduced · −279K sh | Q1 2026 | |
| 4 | CAPITAL ADVISORS INC/OK | $118.2M | 5.1M | ▲+5.9% Added · +285K sh | Q1 2026 | |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $117.1M | 5.0M | ▼−10% Reduced · −578K sh | Q1 2026 | |
| 6 | SHUFRO ROSE & CO LLC | $92.5M | 4.0M | ▲+4.5% Added · +173K sh | Q1 2026 | |
| 7 | UBS Group AG | $85.6M | 3.7M | ▲+4.8% Added · +169K sh | Q1 2026 | |
| 8 | Lido Advisors, LLC | $76.0M | 3.3M | ▲+129% Added · +1.8M sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $73.8M | 3.2M | ▲+7.5% Added · +221K sh | Q1 2026 | |
| 10 | HM PAYSON & CO | $65.8M | 2.8M | ▲+31% Added · +665K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $55.4M | 2.4M | ▲+12% Added · +249K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $54.4M | 2.3M | ▲+7.3% Added · +159K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $49.4M | 2.1M | ▲+1.1% Added · +23K sh | Q1 2026 | |
| 14 | SUMMITRY LLC | $44.3M | 1.9M | ▲+3.7% Added · +68K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $43.4M | 1.9M | ▲+5.3% Added · +93K sh | Q1 2026 | |
| 16 | Klingman & Associates, LLC | $36.8M | 1.6M | ▲+2.7% Added · +42K sh | Q1 2026 | |
| 17 | SIGMA INVESTMENT COUNSELORS INC | $35.9M | 1.5M | ▲+1.9% Added · +28K sh | Q1 2026 | |
| 18 | Venture Visionary Partners LLC | $34.7M | 1.5M | ▲+11% Added · +142K sh | Q1 2026 | |
| 19 | Wealthcare Advisory Partners LLC | $28.3M | 1.2M | ▲+3.5% Added · +41K sh | Q2 2026 | |
| 20 | RVW Wealth, LLC | $28.0M | 1.2M | ▲+5.4% Added · +62K sh | Q2 2026 | |
| 21 | Meiji Yasuda Life Insurance Co | $27.4M | 1.2M | ▲+26% Added · +241K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $26.7M | 1.1M | ▼−4.5% Reduced · −54K sh | Q1 2026 | |
| 23 | Advisors Capital Management, LLC | $26.4M | 1.1M | ▲+3.6% Added · +40K sh | Q1 2026 | |
| 24 | HOWLAND CAPITAL MANAGEMENT LLC | $25.9M | 1.1M | ▲+10% Added · +103K sh | Q2 2026 | |
| 25 | Summit Financial, LLC | $25.9M | 1.1M | ▲+4.2% Added · +45K 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 |
|---|---|---|
| APPLE INCAAPL | 109 funds | $25.7B |
| NVIDIA CORPNVDA | 109 funds | $22.6B |
| AMAZON.COM INCAMZN | 109 funds | $14.7B |
| JPMORGAN CHASE & COJPM | 109 funds | $9.2B |
| BROADCOM INCAVGO | 109 funds | $9.0B |
| EXXON MOBIL CORPXOM | 109 funds | $5.4B |
| CISCO SYSTEMS INCCSCO | 109 funds | $2.4B |
| MICROSOFT CORPMSFT | 108 funds | $20.2B |
| ALPHABET INC-CL AGOOGL | 108 funds | $11.9B |
| ALPHABET INC-CL CGOOG | 108 funds | $9.8B |
| JOHNSON & JOHNSONJNJ | 108 funds | $5.1B |
| CHEVRON CORPCVX | 108 funds | $3.7B |
Ranked by how many of IBDU'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 IBDU. 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.