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/IBDZ/capital-change-brief"
Use Arkolith's capital_change_brief for IBDZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Financial, LLC | $45.7M | 1.8M | ▲+5.9% Added · +98K sh | Q1 2026 | |
| 2 | Sarver Vrooman Wealth Advisors | $43.6M | 1.7M | ▲+1.6% Added · +26K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $39.0M | 1.5M | ▲+16% Added · +211K sh | Q1 2026 | |
| 4 | Aptus Capital Advisors, LLC | $35.8M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 5 | SUMMITRY LLC | $33.0M | 1.3M | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $31.6M | 1.2M | ▲+14% Added · +150K sh | Q1 2026 | |
| 7 | SIGMA INVESTMENT COUNSELORS INC | $28.2M | 1.1M | ▲+65% Added · +428K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $18.3M | 701K | ▲+4.6% Added · +31K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $16.3M | 625K | ▲+220% Added · +430K sh | Q1 2026 | |
| 10 | PFG Private Wealth Management, LLC | $13.9M | 532K | ▲+9.4% Added · +46K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $13.1M | 504K | ▲15× Added · +471K sh | Q1 2026 | |
| 12 | NESTEGG ADVISORS, INC. | $10.2M | 392K | ▲+23% Added · +73K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $10.1M | 387K | ▲+69% Added · +158K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $10.0M | 385K | ▲+15% Added · +49K sh | Q1 2026 | |
| 15 | UBS Group AG | $9.6M | 370K | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 16 | US BANCORP \DE\ | $9.1M | 350K | ▲+13% Added · +39K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 329K | ▲+77% Added · +143K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $7.0M | 267K | ▲+21% Added · +46K sh | Q1 2026 | |
| 19 | Lido Advisors, LLC | $6.8M | 261K | ▲+24% Added · +50K sh | Q1 2026 | |
| 20 | Krilogy Financial LLC | $5.3M | 204K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 21 | Parallel Advisors, LLC | $5.3M | 203K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 22 | HANCOCK WHITNEY CORP | $5.0M | 191K | ▲+17% Added · +28K sh | Q1 2026 | |
| 23 | BENJAMIN EDWARDS INC | $4.6M | 178K | ▲+5.0% Added · +9K sh | Q1 2026 | |
| 24 | Atlantic Union Bankshares Corp | $3.4M | 132K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 25 | CWM, LLC | $3.4M | 131K | ▲+95% Added · +64K 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 | 32 funds | $9.8B |
| NVIDIA CORPNVDA | 32 funds | $8.7B |
| AMAZON.COM INCAMZN | 32 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 32 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 32 funds | $3.1B |
| BROADCOM INCAVGO | 32 funds | $3.1B |
| EXXON MOBIL CORPXOM | 32 funds | $2.1B |
| CISCO SYSTEMS INCCSCO | 32 funds | $1.0B |
| MERCK & CO. INC.MRK | 32 funds | $926.3M |
| NEXTERA ENERGY INCNEE | 32 funds | $795.6M |
| BANK OF AMERICA CORPBAC | 32 funds | $667.0M |
| ABBOTT LABORATORIESABT | 32 funds | $641.9M |
Ranked by how many of IBDZ'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 IBDZ. 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.