This stock 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/IBKR/capital-change-brief"
Use Arkolith's capital_change_brief for IBKR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.1B | 31.4M | ▼−1.0% Reduced · −305K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 28.2M | ▲New +28.2M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.3B | 19.1M | ▲+1.4% Added · +256K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 15.0M | ▲New +15.0M sh | Q1 2026 | |
| 5 | FMR LLC | $838.5M | 12.5M | ▲+160% Added · +7.7M sh | Q1 2026 | |
| 6 | CANTILLON CAPITAL MANAGEMENT LLC | $754.3M | 11.2M | ▼−12% Reduced · −1.5M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $699.5M | 10.4M | ▲+2.4% Added · +240K sh | Q1 2026 | |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $671.8M | 10.0M | ▼−11% Reduced · −1.2M sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $557.6M | 8.3M | ▲+136% Added · +4.8M sh | Q1 2026 | |
| 10 | NORGES BANK | $453.1M | 7.0M | ▲+37% Added · +1.9M sh | Q4 2025 | |
| 11 | JPMORGAN CHASE & CO | $428.2M | 6.7M | ▼−9.6% Reduced · −717K sh | Q1 2026 | |
| 12 | Egerton Capital (UK) LLP | $420.9M | 6.3M | ▼−9.6% Reduced · −664K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $417.9M | 6.2M | ▼−6.6% Reduced · −439K sh | Q1 2026 | |
| 14 | Orbis Allan Gray Ltd | $410.3M | 6.1M | ▼−34% Reduced · −3.2M sh | Q1 2026 | |
| 15 | London & Capital Asset Management Ltd | $396.7M | 5.9M | ▲+0.9% Added · +55K sh | Q1 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $385.3M | 5.7M | ▼−0.3% Reduced · −18K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $319.6M | 4.8M | ▲+5.4% Added · +245K sh | Q1 2026 | |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | $263.7M | 3.9M | ▼−18% Reduced · −882K sh | Q1 2026 | |
| 19 | Neuberger Berman Group LLC | $249.4M | 3.7M | ▼−19% Reduced · −884K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $241.0M | 3.6M | ▲+6.2% Added · +209K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $238.9M | 3.6M | ▲+1.2% Added · +43K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $216.1M | 3.2M | ▲+28% Added · +703K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $193.8M | 2.9M | ▼−7.7% Reduced · −241K sh | Q1 2026 | |
| 24 | Legal & General Group Plc | $168.1M | 2.5M | ▲+19% Added · +403K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $167.0M | 2.5M | ▲New +2.5M 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Jun 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| May 8, 2026 | Brody Paul Jonathan | Chief Financial Officer, Director | Tax withholding (F) | 83K | $7.0M |
| May 8, 2026 | Nemser Earl H | Vice Chairman, Director | Tax withholding (F) | 22K | $1.9M |
| May 8, 2026 | Mendonca Denis | Chief Accounting Officer | Tax withholding (F) | 11K | $942K |
| May 8, 2026 | Frank Thomas AJ | Executive Vice President | Tax withholding (F) | 32K | $2.7M |
| May 8, 2026 | Galik Milan | Chief Executive Officer, Director | Tax withholding (F) | 255K | $21.5M |
| May 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Apr 28, 2026 | Harris Lawrence E | Director | Sell (S) | 26K | $2.0M |
| Apr 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Mar 2, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Feb 25, 2026 | Conkling Lori A | Director | Buy (P) | 50 | $4K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 320 funds | $204.8B |
| NVIDIA CORPNVDA | 316 funds | $391.4B |
| MICROSOFT CORPMSFT | 315 funds | $274.5B |
| META PLATFORMS INC-CLASS AMETA | 313 funds | $114.0B |
| VISA INC-CLASS A SHARESV | 313 funds | $63.8B |
| ALPHABET INC-CL AGOOGL | 311 funds | $177.0B |
| MASTERCARD INC - AMA | 309 funds | $55.2B |
| APPLE INCAAPL | 307 funds | $302.1B |
| BROADCOM INCAVGO | 307 funds | $149.8B |
| JPMORGAN CHASE & COJPM | 307 funds | $75.0B |
| ALPHABET INC-CL CGOOG | 303 funds | $120.9B |
| ELI LILLY & COLLY | 300 funds | $75.0B |
Ranked by how many of IBKR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBKR. 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.