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/IBMO/capital-change-brief"
Use Arkolith's capital_change_brief for IBMO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $50.9M | 2.0M | ▼−3.0% Reduced · −62K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $40.4M | 1.6M | ▼−26% Reduced · −544K sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $17.9M | 700K | ▲+1.9% Added · +13K sh | Q1 2026 | |
| 4 | US BANCORP \DE\ | $16.5M | 644K | ▼−6.5% Reduced · −45K sh | Q1 2026 | |
| 5 | Lido Advisors, LLC | $14.6M | 569K | ▲+50% Added · +189K sh | Q1 2026 | |
| 6 | LBMC INVESTMENT ADVISORS, LLC | $13.5M | 525K | ▲+1.8% Added · +9K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $11.9M | 464K | ▼−2.2% Reduced · −10K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $10.4M | 404K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 9 | Hills Bank & Trust Co | $10.0M | 390K | ▼−0.1% Reduced · −561 sh | Q1 2026 | |
| 10 | UBS Group AG | $9.8M | 381K | ▼−9.5% Reduced · −40K sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $9.4M | 366K | ▼−2.7% Reduced · −10K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $8.5M | 332K | ▲+16% Added · +46K sh | Q1 2026 | |
| 13 | Paradiem, LLC | $7.5M | 294K | —Held | Q2 2026 | |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.9M | 270K | ▲+16% Added · +38K sh | Q2 2026 | |
| 15 | HighTower Advisors, LLC | $6.9M | 268K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | $6.6M | 256K | ▼−15% Reduced · −44K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 253K | ▼−17% Reduced · −53K sh | Q1 2026 | |
| 18 | CENTRAL TRUST Co | $5.3M | 206K | ▲+3.3% Added · +7K sh | Q1 2026 | |
| 19 | Praetorian Wealth Management, Inc. | $5.1M | 198K | ▼−7.7% Reduced · −17K sh | Q2 2026 | |
| 20 | Cyndeo Wealth Partners, LLC | $4.9M | 190K | ▲+30% Added · +43K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 182K | ▲New +182K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $4.6M | 178K | ▼−2.5% Reduced · −5K sh | Q1 2026 | |
| 23 | HOWLAND CAPITAL MANAGEMENT LLC | $4.5M | 175K | ▼−5.2% Reduced · −10K sh | Q2 2026 | |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 167K | ▲+27% Added · +36K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 155K | ▼−10% Reduced · −18K 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 | 52 funds | $17.3B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $14.4B |
| MICROSOFT CORPMSFT | 52 funds | $13.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $10.7B |
| ALPHABET INC-CL AGOOGL | 52 funds | $8.7B |
| BROADCOM INCAVGO | 52 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 52 funds | $6.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 52 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 52 funds | $5.2B |
| EXXON MOBIL CORPXOM | 52 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 52 funds | $3.3B |
| WALMART INCWMT | 52 funds | $3.2B |
Ranked by how many of IBMO'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 IBMO. 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.