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/IBHH/capital-change-brief"
Use Arkolith's capital_change_brief for IBHH. 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 | $40.9M | 1.7M | ▲+1.6% Added · +28K sh | Q1 2026 | |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $29.4M | 1.3M | ▲+4.1% Added · +49K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $25.8M | 1.1M | ▲+20% Added · +181K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.8M | 887K | ▲+1.5% Added · +13K sh | Q1 2026 | |
| 5 | Federation des caisses Desjardins du Quebec | $19.9M | 849K | ▼−2.8% Reduced · −25K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $17.8M | 759K | ▼−4.7% Reduced · −37K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $11.7M | 498K | ▼−14% Reduced · −83K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $8.5M | 360K | ▲+3.6% Added · +13K sh | Q1 2026 | |
| 9 | Mutual Advisors, LLC | $7.8M | 333K | ▲+7.0% Added · +22K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $6.1M | 258K | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.8M | 247K | ▲+33% Added · +62K sh | Q1 2026 | |
| 12 | Chicago Partners Investment Group LLC | $5.0M | 213K | ▲New +213K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $4.9M | 210K | ▲+45% Added · +66K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $4.9M | 210K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $3.9M | 168K | ▲13× Added · +155K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 155K | ▼−23% Reduced · −45K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $3.6M | 152K | ▲+0.1% Added · +204 sh | Q1 2026 | |
| 18 | Robertson Stephens Wealth Management, LLC | $2.9M | 124K | ▼−20% Reduced · −31K sh | Q1 2026 | |
| 19 | Commonwealth Financial Services, LLC | $2.5M | 106K | ▼−71% Reduced · −255K sh | Q2 2026 | |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 70K | ▲+26% Added · +14K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $1.6M | 69K | ▲New +69K sh | Q1 2026 | |
| 22 | BlackRock, Inc. | $1.6M | 67K | ▲+33% Added · +17K sh | Q1 2026 | |
| 23 | UBS Group AG | $1.4M | 59K | ▲+1.1% Added · +679 sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $1.3M | 57K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 25 | Lido Advisors, LLC | $1.1M | 47K | ▼−9.0% Reduced · −5K 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 | 30 funds | $9.7B |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $7.6B |
| MICROSOFT CORPMSFT | 30 funds | $6.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 30 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.0B |
| JOHNSON & JOHNSONJNJ | 30 funds | $1.7B |
| EXXON MOBIL CORPXOM | 30 funds | $1.7B |
| ELI LILLY & COLLY | 30 funds | $1.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 30 funds | $1.6B |
| CHEVRON CORPCVX | 30 funds | $1.3B |
Ranked by how many of IBHH'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 IBHH. 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.