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/IBHG/capital-change-brief"
Use Arkolith's capital_change_brief for IBHG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $35.8M | 1.6M | ▲+2.7% Added · +42K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $25.3M | 1.1M | ▲+25% Added · +229K sh | Q1 2026 | |
| 3 | Federation des caisses Desjardins du Quebec | $19.8M | 893K | ▼−3.1% Reduced · −28K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $17.7M | 800K | ▼−2.7% Reduced · −22K sh | Q1 2026 | |
| 5 | Bank of New York Mellon Corp | $8.9M | 401K | ▲New +401K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $8.8M | 397K | ▲+3.3% Added · +13K sh | Q1 2026 | |
| 7 | UBS Group AG | $7.4M | 335K | ▲+59% Added · +124K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $7.2M | 325K | ▲+18% Added · +49K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $5.8M | 263K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $5.5M | 249K | ▼−0.2% Reduced · −479 sh | Q1 2026 | |
| 11 | J.W. COLE ADVISORS, INC. | $4.9M | 223K | ▲+4.7% Added · +10K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $4.8M | 217K | ▲+13% Added · +25K sh | Q1 2026 | |
| 13 | Mid-American Wealth Advisory Group, Inc. | $4.3M | 196K | ▼−6.2% Reduced · −13K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | $3.7M | 167K | ▲+9.2% Added · +14K sh | Q1 2026 | |
| 15 | OLD MISSION CAPITAL LLC | $3.0M | 136K | ▼−57% Reduced · −177K sh | Q1 2026 | |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 136K | ▲+13% Added · +15K sh | Q1 2026 | |
| 17 | Commonwealth Financial Services, LLC | $2.7M | 120K | ▼−69% Reduced · −268K sh | Q2 2026 | |
| 18 | EIGHT 31 FINANCIAL, LLC | $2.3M | 104K | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $2.0M | 92K | ▼−63% Reduced · −160K sh | Q1 2026 | |
| 20 | Lido Advisors, LLC | $1.8M | 83K | ▼−11% Reduced · −10K sh | Q1 2026 | |
| 21 | Advisory Services Network, LLC | $1.7M | 78K | ▼−4.4% Reduced · −4K sh | Q1 2026 | |
| 22 | Integrated Wealth Concepts LLC | $1.6M | 73K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $1.6M | 71K | ▲+33% Added · +18K sh | Q1 2026 | |
| 24 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.2M | 54K | ▲+132% Added · +31K sh | Q1 2026 | |
| 25 | IFP Advisors, Inc | $1.2M | 54K | ▲+6.1% Added · +3K 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 | 31 funds | $10.6B |
| APPLE INCAAPL | 31 funds | $10.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $7.7B |
| MICROSOFT CORPMSFT | 31 funds | $7.3B |
| AMAZON.COM INCAMZN | 31 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 31 funds | $4.9B |
| BROADCOM INCAVGO | 31 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 31 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 31 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $3.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 31 funds | $2.3B |
Ranked by how many of IBHG'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 IBHG. 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.