The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query IBMR owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IBMR"
Use Arkolith to show who owns IBMR, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clearstead Advisors, LLC | $24.8M | 980K | ▲+2.9% Added · +28K sh | Q1 2026 | |
| 2 | LBMC INVESTMENT ADVISORS, LLC | $12.4M | 487K | ▲+16% Added · +68K sh | Q1 2026 | |
| 3 | Lido Advisors, LLC | $8.8M | 347K | ▲+224% Added · +240K sh | Q1 2026 | |
| 4 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.6M | 221K | ▲+44% Added · +67K sh | Q1 2026 | |
| 5 | HOWLAND CAPITAL MANAGEMENT LLC | $4.3M | 170K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 168K | ▲+29% Added · +38K sh | Q1 2026 | |
| 7 | Cyndeo Wealth Partners, LLC | $4.1M | 161K | ▲+282% Added · +119K sh | Q1 2026 | |
| 8 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.4M | 134K | ▲+6.2% Added · +8K sh | Q1 2026 | |
| 9 | Summit Financial, LLC | $3.1M | 123K | ▼−20% Reduced · −31K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | $2.9M | 115K | ▲+11% Added · +11K sh | Q1 2026 | |
| 11 | ASSETMARK, INC | $2.3M | 89K | ▲+34% Added · +23K sh | Q1 2026 | |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $2.3M | 89K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $2.0M | 80K | ▲+21% Added · +14K sh | Q1 2026 | |
| 14 | BENJAMIN EDWARDS INC | $1.9M | 77K | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 15 | Valmark Advisers, Inc. | $1.8M | 71K | ▲+8.6% Added · +6K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $1.8M | 70K | ▼−19% Reduced · −16K sh | Q1 2026 | |
| 17 | Atlantic Union Bankshares Corp | $1.8M | 69K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 18 | SPINNAKER TRUST | $1.6M | 61K | ▲+35% Added · +16K sh | Q1 2026 | |
| 19 | Hills Bank & Trust Co | $1.4M | 54K | ▲+4.6% Added · +2K sh | Q1 2026 | |
| 20 | GC Wealth Management RIA, LLC | $1.2M | 46K | ▲+6.7% Added · +3K sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $1.1M | 43K | ▲+47% Added · +14K sh | Q1 2026 | |
| 22 | CWM, LLC | $787K | 31K | ▲+34% Added · +8K sh | Q1 2026 | |
| 23 | Snowden Capital Advisors LLC | $786K | 31K | —Held | Q1 2026 | |
| 24 | IFP Advisors, Inc | $681K | 27K | ▲+8.0% Added · +2K sh | Q1 2026 | |
| 25 | PGIM Custom Harvest LLC | $597K | 24K | ▼−5.6% Reduced · −1K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 396 funds | $15.2B |
| IBDUmc | 166 funds | $2.0B |
| IBTGmc | 160 funds | $1.4B |
| IBDVmc | 154 funds | $1.7B |
| IBTHmc | 151 funds | $1.3B |
| IBDWmc | 133 funds | $1.3B |
| USXFmc | 133 funds | $674.5M |
| DMXFmc | 132 funds | $416.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 37 funds | $11.4B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $10.0B |
| NVIDIA CORPNVDA | 37 funds | $9.8B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $8.8B |
| MICROSOFT CORPMSFT | 37 funds | $8.7B |
| AMAZON.COM INCAMZN | 37 funds | $5.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 37 funds | $4.0B |
| BROADCOM INCAVGO | 37 funds | $3.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 37 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 37 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 37 funds | $3.1B |
Ranked by how many of IBMR'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBMR. 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.