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/IBMP/capital-change-brief"
Use Arkolith's capital_change_brief for IBMP. 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/ | $60.0M | 2.4M | ▲+3.3% Added · +76K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $44.5M | 1.7M | ▼−14% Reduced · −285K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $26.5M | 1.0M | ▼−3.7% Reduced · −40K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $25.1M | 985K | ▲+1.8% Added · +17K sh | Q1 2026 | |
| 5 | Clearstead Advisors, LLC | $24.8M | 976K | ▲+2.1% Added · +20K sh | Q1 2026 | |
| 6 | US BANCORP \DE\ | $17.7M | 694K | ▼−2.9% Reduced · −21K sh | Q1 2026 | |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $14.4M | 567K | ▲+5.4% Added · +29K sh | Q1 2026 | |
| 8 | Lido Advisors, LLC | $14.3M | 561K | ▲+52% Added · +193K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $12.5M | 493K | ▲+2.4% Added · +12K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $12.4M | 486K | ▲+0.2% Added · +863 sh | Q1 2026 | |
| 11 | Hills Bank & Trust Co | $11.3M | 443K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $10.0M | 392K | ▼−33% Reduced · −193K sh | Q1 2026 | |
| 13 | UBS Group AG | $9.6M | 376K | ▲+6.5% Added · +23K sh | Q1 2026 | |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.9M | 310K | ▲+12% Added · +32K sh | Q2 2026 | |
| 15 | Praetorian Wealth Management, Inc. | $7.2M | 285K | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 16 | Paradiem, LLC | $6.3M | 248K | —Held | Q2 2026 | |
| 17 | HOWLAND CAPITAL MANAGEMENT LLC | $6.3M | 248K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $5.3M | 207K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 201K | ▲+731% Added · +177K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 200K | ▼−26% Reduced · −71K sh | Q1 2026 | |
| 21 | Cyndeo Wealth Partners, LLC | $4.9M | 194K | ▲+41% Added · +57K sh | Q1 2026 | |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 170K | ▲+28% Added · +38K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 170K | ▼−7.4% Reduced · −14K sh | Q1 2026 | |
| 24 | CENTRAL TRUST Co | $4.2M | 165K | ▼−3.5% Reduced · −6K sh | Q1 2026 | |
| 25 | LEAVELL INVESTMENT MANAGEMENT, INC. | $4.1M | 162K | ▼−22% Reduced · −46K 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 | $15.3B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $13.9B |
| MICROSOFT CORPMSFT | 52 funds | $11.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $10.1B |
| BROADCOM INCAVGO | 52 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 52 funds | $5.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 52 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 52 funds | $4.7B |
| EXXON MOBIL CORPXOM | 52 funds | $3.0B |
| WALMART INCWMT | 52 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 52 funds | $2.7B |
| CHEVRON CORPCVX | 52 funds | $2.2B |
Ranked by how many of IBMP'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 IBMP. 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.