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/IBMQ/capital-change-brief"
Use Arkolith's capital_change_brief for IBMQ. 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/ | $61.3M | 2.4M | ▲+5.5% Added · +125K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 2.1M | ▼−47% Reduced · −1.8M sh | Q1 2026 | |
| 3 | Clearstead Advisors, LLC | $25.2M | 986K | ▲+2.5% Added · +24K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $20.6M | 806K | ▲+5.0% Added · +39K sh | Q1 2026 | |
| 5 | US BANCORP \DE\ | $18.5M | 723K | ▼−6.3% Reduced · −49K sh | Q1 2026 | |
| 6 | LBMC INVESTMENT ADVISORS, LLC | $14.3M | 560K | ▲+8.0% Added · +41K sh | Q1 2026 | |
| 7 | Lido Advisors, LLC | $14.3M | 559K | ▲+153% Added · +338K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $13.5M | 530K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $12.6M | 493K | ▲+1.0% Added · +5K sh | Q1 2026 | |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M | 462K | ▲+15% Added · +59K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $10.9M | 426K | ▲+45% Added · +131K sh | Q1 2026 | |
| 12 | Hills Bank & Trust Co | $10.2M | 398K | ▲+1.7% Added · +7K sh | Q1 2026 | |
| 13 | UBS Group AG | $10.1M | 396K | ▲+12% Added · +43K sh | Q1 2026 | |
| 14 | Paradiem, LLC | $10.1M | 395K | —Held | Q2 2026 | |
| 15 | HOWLAND CAPITAL MANAGEMENT LLC | $9.6M | 375K | ▼−9.2% Reduced · −38K sh | Q2 2026 | |
| 16 | Praetorian Wealth Management, Inc. | $7.7M | 303K | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6M | 299K | ▲+2.0% Added · +6K sh | Q1 2026 | |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.6M | 298K | ▲+9.5% Added · +26K sh | Q2 2026 | |
| 19 | MORGAN STANLEY | $6.8M | 267K | ▼−39% Reduced · −172K sh | Q1 2026 | |
| 20 | Stratos Wealth Advisors, LLC | $6.6M | 260K | ▲+30% Added · +60K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $5.7M | 224K | ▲+5.0% Added · +11K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $4.8M | 187K | ▲+20% Added · +32K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 181K | ▲New +181K sh | Q1 2026 | |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 170K | ▲+28% Added · +37K sh | Q1 2026 | |
| 25 | Cyndeo Wealth Partners, LLC | $4.2M | 163K | ▲+34% Added · +41K 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 | 47 funds | $14.6B |
| ISHARES CORE S&P 500 ETFIVV | 47 funds | $13.5B |
| MICROSOFT CORPMSFT | 47 funds | $11.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $9.6B |
| BROADCOM INCAVGO | 47 funds | $5.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 47 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 47 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 47 funds | $4.5B |
| EXXON MOBIL CORPXOM | 47 funds | $2.9B |
| WALMART INCWMT | 47 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 47 funds | $2.6B |
| CHEVRON CORPCVX | 47 funds | $2.2B |
Ranked by how many of IBMQ'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 IBMQ. 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.