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/IBDV/capital-change-brief"
Use Arkolith's capital_change_brief for IBDV. 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/ | $198.5M | 9.1M | ▲+11% Added · +928K sh | Q1 2026 | |
| 2 | Aptus Capital Advisors, LLC | $132.3M | 6.0M | ▲+1.8% Added · +108K sh | Q1 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $117.6M | 5.4M | ▼−13% Reduced · −815K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $103.7M | 4.7M | ▲+33% Added · +1.2M sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $94.2M | 4.3M | ▲+21% Added · +755K sh | Q1 2026 | |
| 6 | CAPITAL ADVISORS INC/OK | $70.4M | 3.2M | ▲+6.2% Added · +188K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $64.1M | 2.9M | ▼−3.4% Reduced · −103K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $55.0M | 2.5M | ▲+7.2% Added · +170K sh | Q1 2026 | |
| 9 | HM PAYSON & CO | $53.7M | 2.5M | ▲+48% Added · +801K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $51.6M | 2.4M | ▲+2.8% Added · +64K sh | Q1 2026 | |
| 11 | UBS Group AG | $46.3M | 2.1M | ▲+13% Added · +244K sh | Q1 2026 | |
| 12 | Lido Advisors, LLC | $43.3M | 2.0M | ▲+594% Added · +1.7M sh | Q1 2026 | |
| 13 | Klingman & Associates, LLC | $36.1M | 1.7M | ▲+5.1% Added · +81K sh | Q1 2026 | |
| 14 | SIGMA INVESTMENT COUNSELORS INC | $36.0M | 1.6M | ▲+1.2% Added · +19K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | $35.2M | 1.6M | ▲+2.2% Added · +35K sh | Q1 2026 | |
| 16 | RVW Wealth, LLC | $28.5M | 1.3M | ▲+8.6% Added · +103K sh | Q2 2026 | |
| 17 | Venture Visionary Partners LLC | $25.6M | 1.2M | ▲+106% Added · +600K sh | Q1 2026 | |
| 18 | US BANCORP \DE\ | $25.5M | 1.2M | ▲+4.1% Added · +46K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $25.1M | 1.1M | ▲+1.2% Added · +14K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $23.2M | 1.1M | ▲+11% Added · +103K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $22.7M | 1.0M | ▲+21% Added · +181K sh | Q1 2026 | |
| 22 | HOWLAND CAPITAL MANAGEMENT LLC | $22.3M | 1.0M | ▲+16% Added · +140K sh | Q2 2026 | |
| 23 | Advisors Capital Management, LLC | $21.4M | 979K | ▲+3.4% Added · +32K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $15.7M | 716K | ▲+3.0% Added · +21K sh | Q1 2026 | |
| 25 | EP Wealth Advisors, LLC | $15.6M | 714K | ▼−1.2% Reduced · −9K 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 96 funds | $8.7B |
| BROADCOM INCAVGO | 96 funds | $8.0B |
| EXXON MOBIL CORPXOM | 96 funds | $5.1B |
| CISCO SYSTEMS INCCSCO | 96 funds | $2.3B |
| APPLE INCAAPL | 95 funds | $22.6B |
| NVIDIA CORPNVDA | 95 funds | $21.4B |
| MICROSOFT CORPMSFT | 95 funds | $17.7B |
| AMAZON.COM INCAMZN | 95 funds | $13.4B |
| ALPHABET INC-CL CGOOG | 95 funds | $8.0B |
| CHEVRON CORPCVX | 95 funds | $3.5B |
| PROCTER & GAMBLE CO/THEPG | 95 funds | $2.5B |
| ORACLE CORPORCL | 95 funds | $1.9B |
Ranked by how many of IBDV'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 IBDV. 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.