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/IBDY/capital-change-brief"
Use Arkolith's capital_change_brief for IBDY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $58.5M | 2.3M | ▲+14% Added · +270K sh | Q1 2026 | |
| 2 | Summit Financial, LLC | $52.7M | 2.0M | ▲+4.4% Added · +87K sh | Q1 2026 | |
| 3 | FIRST INTERSTATE BANK | $50.2M | 1.9M | ▲+2.0% Added · +38K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $50.0M | 1.9M | ▲+8.1% Added · +145K sh | Q1 2026 | |
| 5 | SIGMA INVESTMENT COUNSELORS INC | $35.8M | 1.4M | ▲+7.7% Added · +99K sh | Q1 2026 | |
| 6 | SUMMITRY LLC | $26.5M | 1.0M | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 7 | Envision Financial Planning, LLC | $21.7M | 839K | ▲+6.3% Added · +50K sh | Q1 2026 | |
| 8 | US BANCORP \DE\ | $20.8M | 804K | ▲+4.8% Added · +37K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $17.3M | 669K | ▲+13% Added · +75K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $16.7M | 646K | ▼−12% Reduced · −91K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $16.1M | 623K | ▲+16% Added · +84K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $14.4M | 556K | ▲+15% Added · +73K sh | Q1 2026 | |
| 13 | UBS Group AG | $13.8M | 534K | ▲+6.9% Added · +35K sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $13.2M | 509K | ▲+1.4% Added · +7K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 423K | ▲+8.8% Added · +34K sh | Q1 2026 | |
| 16 | INSTRUMENTAL WEALTH, LLC | $10.8M | 419K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 17 | LPL Financial LLC | $9.4M | 363K | ▲+249% Added · +259K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $8.6M | 334K | ▲New +334K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $8.6M | 333K | ▲+23% Added · +62K sh | Q1 2026 | |
| 20 | Mariner, LLC | $7.7M | 296K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.1M | 276K | ▲New +276K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $7.0M | 271K | ▲+9.9% Added · +25K sh | Q1 2026 | |
| 23 | Lido Advisors, LLC | $6.1M | 234K | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 24 | HANCOCK WHITNEY CORP | $5.8M | 226K | ▲+9.9% Added · +20K sh | Q1 2026 | |
| 25 | Parallel Advisors, LLC | $5.5M | 213K | ▲+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 | 47 funds | $13.2B |
| APPLE INCAAPL | 47 funds | $12.9B |
| AMAZON.COM INCAMZN | 47 funds | $8.3B |
| BROADCOM INCAVGO | 47 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 47 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 47 funds | $4.2B |
| EXXON MOBIL CORPXOM | 47 funds | $2.7B |
| MERCK & CO. INC.MRK | 47 funds | $1.5B |
| CISCO SYSTEMS INCCSCO | 47 funds | $1.3B |
| ISHARES IBONDS DEC 2029 TERMIBDU | 47 funds | $391.4M |
| MICROSOFT CORPMSFT | 46 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 46 funds | $6.6B |
Ranked by how many of IBDY'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 IBDY. 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.