The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query IBHK owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IBHK"
Use Arkolith to show who owns IBHK, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | $12.4M | 486K | ▲+15% Added · +62K sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $1.4M | 54K | ▲+17% Added · +8K sh | Q1 2026 | |
| 3 | First Western Trust Bank | $487K | 19K | ▲New +19K sh | Q1 2026 | |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | $325K | 13K | ▲+6.3% Added · +755 sh | Q1 2026 | |
| 5 | Freestone Capital Holdings, LLC | $264K | 10K | ▼−45% Reduced · −8K sh | Q1 2026 | |
| 6 | Segment Wealth Management, LLC | $233K | 9K | ▲New +9K sh | Q1 2026 | |
| 7 | IFP Advisors, Inc | $41K | 2K | ▲New +2K sh | Q1 2026 | |
| 8 | Sound Income Strategies, LLC | $7K | 270 | —Held | 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 67 funds | $1.4B |
| IBDZmc | 67 funds | $384.8M |
| IBMSmc | 58 funds | $171.2M |
| TOPTTOP 20 U S STOCK | 57 funds | $132.8M |
| IBCAmc | 50 funds | $109.1M |
| IBTPmc | 41 funds | $171.9M |
| IBMTmc | 38 funds | $48.7M |
| IBTQIBONDS DEC 2035 | 32 funds | $83.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $1.1B |
| APPLE INCAAPL | 8 funds | $887.6M |
| NVIDIA CORPNVDA | 8 funds | $797.3M |
| MICROSOFT CORPMSFT | 8 funds | $572.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $490.4M |
| AMAZON.COM INCAMZN | 8 funds | $452.3M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $428.0M |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 8 funds | $408.1M |
| ALPHABET INC-CL AGOOGL | 8 funds | $374.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 8 funds | $361.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $351.1M |
| ISHARES RUSSELL 2000 ETFIWM | 8 funds | $293.4M |
Ranked by how many of IBHK'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBHK. 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.