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/IBHI/capital-change-brief"
Use Arkolith's capital_change_brief for IBHI. 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 | $34.2M | 1.5M | ▲+8.6% Added · +116K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $32.6M | 1.4M | ▲+7.3% Added · +96K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.4M | 1.1M | ▲+2.0% Added · +22K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $19.9M | 855K | ▼−3.2% Reduced · −29K sh | Q1 2026 | |
| 5 | Baltimore-Washington Financial Advisors, Inc. | $15.2M | 652K | ▲+30% Added · +150K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 535K | ▼−7.3% Reduced · −42K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $9.6M | 414K | ▼−5.1% Reduced · −22K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $8.6M | 370K | ▲+35% Added · +96K sh | Q1 2026 | |
| 9 | Delta Wealth Advisors LLC | $5.4M | 232K | ▲+6.3% Added · +14K sh | Q2 2026 | |
| 10 | Marathon Mission, Inc. | $5.1M | 220K | ▲New +220K sh | Q2 2026 | |
| 11 | Stratos Wealth Partners, LTD. | $4.9M | 210K | ▲+11% Added · +21K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.4M | 144K | ▲+57% Added · +52K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $2.9M | 127K | ▲+40% Added · +36K sh | Q1 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 108K | ▲+306% Added · +82K sh | Q1 2026 | |
| 15 | Integrated Wealth Concepts LLC | $2.3M | 101K | ▲+15% Added · +13K sh | Q1 2026 | |
| 16 | Commonwealth Financial Services, LLC | $2.3M | 99K | ▼−72% Reduced · −253K sh | Q2 2026 | |
| 17 | Sigma Planning Corp | $1.8M | 77K | ▲+36% Added · +21K sh | Q1 2026 | |
| 18 | Lido Advisors, LLC | $1.6M | 68K | ▼−9.4% Reduced · −7K sh | Q1 2026 | |
| 19 | BlackRock, Inc. | $1.6M | 68K | ▲+33% Added · +17K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $1.3M | 57K | ▲+17% Added · +8K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 43K | ▲+50% Added · +14K sh | Q1 2026 | |
| 22 | UBS Group AG | $912K | 39K | ▼−51% Reduced · −41K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $908K | 39K | ▲+8.9% Added · +3K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $873K | 37K | ▲+0.5% Added · +171 sh | Q1 2026 | |
| 25 | Robertson Stephens Wealth Management, LLC | $850K | 37K | ▲16× Added · +34K 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 | 26 funds | $8.4B |
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $8.0B |
| APPLE INCAAPL | 26 funds | $7.9B |
| MICROSOFT CORPMSFT | 26 funds | $5.1B |
| AMAZON.COM INCAMZN | 26 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 26 funds | $3.1B |
| BROADCOM INCAVGO | 26 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 26 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 26 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.9B |
Ranked by how many of IBHI'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 IBHI. 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.