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/IBDW/capital-change-brief"
Use Arkolith's capital_change_brief for IBDW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $154.7M | 7.4M | ▲+1.8% Added · +133K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $108.1M | 5.2M | ▲+24% Added · +984K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $105.9M | 5.1M | ▲+8.2% Added · +382K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $74.6M | 3.6M | ▲+40% Added · +1.0M sh | Q1 2026 | |
| 5 | CAPITAL ADVISORS INC/OK | $69.4M | 3.3M | ▲+7.3% Added · +227K sh | Q1 2026 | |
| 6 | Venture Visionary Partners LLC | $59.7M | 2.9M | ▲+8.1% Added · +213K sh | Q1 2026 | |
| 7 | Sarver Vrooman Wealth Advisors | $46.1M | 2.2M | ▲+1.2% Added · +26K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $43.5M | 2.1M | ▼−8.9% Reduced · −204K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $43.1M | 2.1M | ▲+5.6% Added · +109K sh | Q1 2026 | |
| 10 | Summit Financial, LLC | $39.8M | 1.9M | ▲+4.0% Added · +74K sh | Q1 2026 | |
| 11 | UBS Group AG | $39.7M | 1.9M | ▲+14% Added · +229K sh | Q1 2026 | |
| 12 | SIGMA INVESTMENT COUNSELORS INC | $38.0M | 1.8M | ▲+3.5% Added · +62K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $37.1M | 1.8M | ▲+46% Added · +562K sh | Q1 2026 | |
| 14 | Advisors Capital Management, LLC | $36.6M | 1.7M | ▲+5.1% Added · +85K sh | Q1 2026 | |
| 15 | Klingman & Associates, LLC | $35.6M | 1.7M | ▲+7.5% Added · +119K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $33.7M | 1.6M | ▼−28% Reduced · −611K sh | Q1 2026 | |
| 17 | SUMMITRY LLC | $33.6M | 1.6M | ▲+3.6% Added · +55K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | $24.5M | 1.2M | ▼−2.1% Reduced · −26K sh | Q1 2026 | |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $19.0M | 910K | ▼−53% Reduced · −1.0M sh | Q1 2026 | |
| 20 | US BANCORP \DE\ | $18.7M | 891K | ▲+5.0% Added · +42K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $16.1M | 770K | ▼−9.8% Reduced · −83K sh | Q1 2026 | |
| 22 | EP Wealth Advisors, LLC | $15.3M | 731K | ▼−2.0% Reduced · −15K sh | Q1 2026 | |
| 23 | Lido Advisors, LLC | $14.6M | 696K | ▼−2.2% Reduced · −16K sh | Q1 2026 | |
| 24 | HOWLAND CAPITAL MANAGEMENT LLC | $14.3M | 685K | ▲+31% Added · +164K sh | Q2 2026 | |
| 25 | LPL Financial LLC | $13.6M | 650K | ▲+8.5% Added · +51K 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 | 79 funds | $19.2B |
| MICROSOFT CORPMSFT | 79 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 79 funds | $7.4B |
| BROADCOM INCAVGO | 79 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 79 funds | $6.9B |
| EXXON MOBIL CORPXOM | 79 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 79 funds | $4.2B |
| WALMART INCWMT | 79 funds | $3.9B |
| CHEVRON CORPCVX | 79 funds | $3.1B |
| ABBVIE INCABBV | 79 funds | $2.8B |
| PROCTER & GAMBLE CO/THEPG | 79 funds | $2.2B |
| CISCO SYSTEMS INCCSCO | 79 funds | $2.2B |
Ranked by how many of IBDW'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 IBDW. 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.