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/IBIE/capital-change-brief"
Use Arkolith's capital_change_brief for IBIE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TRUE Private Wealth Advisors | $38.8M | 1.5M | ▼−9.1% Reduced · −148K sh | Q1 2026 | |
| 2 | Quantum Financial Advisors, LLC | $9.7M | 369K | ▲+11% Added · +35K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.3M | 162K | ▲New +162K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $2.6M | 101K | ▲+24% Added · +19K sh | Q1 2026 | |
| 5 | CENTRAL TRUST Co | $2.2M | 84K | ▲+42% Added · +25K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $1.1M | 43K | ▲+31% Added · +10K sh | Q1 2026 | |
| 7 | DAVENPORT & Co LLC | $1.0M | 38K | ▲New +38K sh | Q2 2026 | |
| 8 | CITADEL ADVISORS LLC | $635K | 24K | ▼−8.1% Reduced · −2K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $505K | 19K | —Held | Q1 2026 | |
| 10 | MKT Advisors LLC | $487K | 19K | ▲+8.1% Added · +1K sh | Q2 2026 | |
| 11 | Cerity Partners LLC | $457K | 17K | ▲New +17K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $397K | 15K | ▲+3.8% Added · +549 sh | Q1 2026 | |
| 13 | Creative Planning | $365K | 14K | —Held | Q1 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $271K | 10K | —Held | Q1 2026 | |
| 15 | Clark Asset Management, LLC | $266K | 10K | ▲+0.2% Added · +24 sh | Q2 2026 | |
| 16 | Farther Finance Advisors, LLC | $128K | 5K | ▲+23% Added · +910 sh | Q1 2026 | |
| 17 | Allworth Financial LP | $57K | 2K | —Held | Q1 2026 | |
| 18 | McIlrath & Eck, LLC | $42K | 2K | ▲New +2K sh | Q1 2026 | |
| 19 | Parallel Advisors, LLC | $30K | 1K | —Held | Q1 2026 | |
| 20 | Tower Research Capital LLC (TRC) | $26K | 981 | ▲New +981 sh | Q1 2026 | |
| 21 | Asset Dedication, LLC | $20K | 767 | ▲New +767 sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $18K | 692 | ▲+49% Added · +228 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 | 3 funds | $4.3B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $3.6B |
| APPLE INCAAPL | 3 funds | $2.5B |
| AMAZON.COM INCAMZN | 3 funds | $2.3B |
| MICROSOFT CORPMSFT | 3 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.6B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.4B |
| BROADCOM INCAVGO | 3 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 3 funds | $1.1B |
Ranked by how many of IBIE'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 IBIE. 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.