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/IBHF/capital-change-brief"
Use Arkolith's capital_change_brief for IBHF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $46.9M | 2.0M | ▲+8.9% Added · +168K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $38.2M | 1.7M | ▲+1.0% Added · +16K sh | Q1 2026 | |
| 3 | LBMC INVESTMENT ADVISORS, LLC | $25.8M | 1.1M | ▲+1.6% Added · +18K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.5M | 1.1M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $23.4M | 1.0M | ▼−8.6% Reduced · −96K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $19.3M | 841K | ▼−57% Reduced · −1.1M sh | Q1 2026 | |
| 7 | Federation des caisses Desjardins du Quebec | $18.8M | 821K | ▼−3.3% Reduced · −28K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $15.7M | 686K | ▼−48% Reduced · −631K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $15.3M | 665K | ▼−8.9% Reduced · −65K sh | Q1 2026 | |
| 10 | Ruggaard & Associates LLC | $12.1M | 528K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 11 | Baltimore-Washington Financial Advisors, Inc. | $10.9M | 476K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 12 | Mid-American Wealth Advisory Group, Inc. | $10.5M | 464K | ▼−51% Reduced · −475K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $9.6M | 418K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 14 | BIP Wealth, LLC | $9.2M | 399K | ▲+8.0% Added · +29K sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $8.9M | 389K | ▲+2.4% Added · +9K sh | Q1 2026 | |
| 16 | Sequoia Financial Advisors, LLC | $7.8M | 338K | ▼−65% Reduced · −625K sh | Q1 2026 | |
| 17 | Mutual Advisors, LLC | $7.6M | 331K | ▲+8.8% Added · +27K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $7.3M | 319K | ▼−2.5% Reduced · −8K sh | Q1 2026 | |
| 19 | Delta Wealth Advisors LLC | $6.8M | 302K | ▲+6.4% Added · +18K sh | Q2 2026 | |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.5M | 285K | ▲+5.0% Added · +14K sh | Q1 2026 | |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.0M | 259K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $5.5M | 238K | ▲+5.7% Added · +13K sh | Q1 2026 | |
| 23 | UBS Group AG | $4.5M | 197K | ▼−8.5% Reduced · −18K sh | Q1 2026 | |
| 24 | Csenge Advisory Group | $4.4M | 192K | ▲+92% Added · +92K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $4.4M | 191K | ▼−48% Reduced · −178K 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 | 52 funds | $15.2B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $14.8B |
| MICROSOFT CORPMSFT | 52 funds | $11.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $10.8B |
| ALPHABET INC-CL AGOOGL | 52 funds | $7.5B |
| BROADCOM INCAVGO | 52 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 52 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 52 funds | $5.4B |
| EXXON MOBIL CORPXOM | 52 funds | $3.1B |
| ELI LILLY & COLLY | 52 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 52 funds | $3.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 52 funds | $2.9B |
Ranked by how many of IBHF'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 IBHF. 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.