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/IBDX/capital-change-brief"
Use Arkolith's capital_change_brief for IBDX. 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 | $160.3M | 6.3M | ▲+1.8% Added · +114K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $73.5M | 2.9M | ▲+12% Added · +306K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $71.1M | 2.8M | ▼−7.1% Reduced · −216K sh | Q1 2026 | |
| 4 | CAPITAL ADVISORS INC/OK | $70.5M | 2.8M | ▲+5.2% Added · +137K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $61.7M | 2.4M | ▲+5.2% Added · +121K sh | Q1 2026 | |
| 6 | Summit Financial, LLC | $40.0M | 1.6M | ▲+4.1% Added · +63K sh | Q1 2026 | |
| 7 | SIGMA INVESTMENT COUNSELORS INC | $38.2M | 1.5M | ▲+4.5% Added · +65K sh | Q1 2026 | |
| 8 | UBS Group AG | $29.6M | 1.2M | ▲+21% Added · +206K sh | Q1 2026 | |
| 9 | Klingman & Associates, LLC | $27.3M | 1.1M | ▲+22% Added · +195K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $25.7M | 1.0M | ▲+2.7% Added · +27K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $25.5M | 1.0M | ▼−43% Reduced · −773K sh | Q1 2026 | |
| 12 | US BANCORP \DE\ | $21.9M | 869K | ▲+13% Added · +102K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $21.6M | 854K | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 14 | Advisors Capital Management, LLC | $21.2M | 840K | ▲+165% Added · +523K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $21.0M | 830K | ▼−3.5% Reduced · −31K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $18.3M | 725K | ▲+21% Added · +123K sh | Q1 2026 | |
| 17 | PFG Private Wealth Management, LLC | $13.9M | 550K | ▲+11% Added · +53K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $13.1M | 520K | ▲+1.3% Added · +7K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 510K | ▼−11% Reduced · −60K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $12.9M | 510K | ▲+39% Added · +142K sh | Q1 2026 | |
| 21 | Atlantic Union Bankshares Corp | $8.8M | 348K | ▲+10% Added · +32K sh | Q1 2026 | |
| 22 | Snowden Capital Advisors LLC | $7.4M | 293K | ▲+2.4% Added · +7K sh | Q1 2026 | |
| 23 | MCF Advisors LLC | $6.4M | 255K | ▲+139% Added · +148K sh | Q1 2026 | |
| 24 | HOWLAND CAPITAL MANAGEMENT LLC | $6.4M | 253K | ▲+36% Added · +67K sh | Q2 2026 | |
| 25 | Parallel Advisors, LLC | $6.2M | 244K | ▲+1.0% Added · +2K 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 | 66 funds | $17.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 66 funds | $12.8B |
| JPMORGAN CHASE & COJPM | 66 funds | $6.4B |
| BROADCOM INCAVGO | 66 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 66 funds | $5.8B |
| EXXON MOBIL CORPXOM | 66 funds | $3.9B |
| CISCO SYSTEMS INCCSCO | 66 funds | $1.9B |
| MERCK & CO. INC.MRK | 66 funds | $1.8B |
| APPLE INCAAPL | 65 funds | $17.2B |
| MICROSOFT CORPMSFT | 65 funds | $13.6B |
| AMAZON.COM INCAMZN | 65 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 65 funds | $8.5B |
Ranked by how many of IBDX'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 IBDX. 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.