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/IBMS/capital-change-brief"
Use Arkolith's capital_change_brief for IBMS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $45.3M | 1.8M | ▼−6.4% Reduced · −120K sh | Q1 2026 | |
| 2 | Clearstead Advisors, LLC | $23.2M | 899K | ▲+2.5% Added · +22K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $9.2M | 357K | ▲+31% Added · +83K sh | Q1 2026 | |
| 4 | US BANCORP \DE\ | $7.9M | 305K | ▲+13% Added · +35K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $7.5M | 291K | ▲+28% Added · +64K sh | Q1 2026 | |
| 6 | LBMC INVESTMENT ADVISORS, LLC | $7.0M | 269K | ▲+31% Added · +63K sh | Q1 2026 | |
| 7 | Praetorian Wealth Management, Inc. | $5.7M | 221K | ▲+3.1% Added · +7K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $5.2M | 201K | ▲+21% Added · +35K sh | Q1 2026 | |
| 9 | COMMUNITY TRUST & INVESTMENT CO | $4.7M | 183K | ▲New +183K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 167K | ▲New +167K sh | Q1 2026 | |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.2M | 163K | ▲+40% Added · +46K sh | Q1 2026 | |
| 12 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.9M | 151K | ▲+7.6% Added · +11K sh | Q2 2026 | |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.8M | 148K | ▲+5.4% Added · +8K sh | Q1 2026 | |
| 14 | CENTRAL TRUST Co | $3.7M | 144K | ▲+8.4% Added · +11K sh | Q1 2026 | |
| 15 | Lido Advisors, LLC | $3.2M | 125K | ▲New +125K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $3.1M | 120K | ▼−5.6% Reduced · −7K sh | Q1 2026 | |
| 17 | Quantum Financial Advisors, LLC | $2.9M | 111K | ▼−25% Reduced · −38K sh | Q2 2026 | |
| 18 | MORGAN STANLEY | $2.8M | 108K | ▲+34% Added · +28K sh | Q1 2026 | |
| 19 | Summit Financial, LLC | $2.8M | 107K | ▼−15% Reduced · −19K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $2.2M | 85K | ▲+112% Added · +45K sh | Q1 2026 | |
| 21 | ASSETMARK, INC | $2.0M | 79K | ▲+46% Added · +25K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $1.9M | 75K | ▲+20% Added · +12K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $1.8M | 70K | ▲+18% Added · +11K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $1.7M | 66K | ▼−64% Reduced · −119K sh | Q1 2026 | |
| 25 | Atlantic Union Bankshares Corp | $1.6M | 63K | ▲+1.5% Added · +953 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 | 31 funds | $11.1B |
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $9.7B |
| MICROSOFT CORPMSFT | 31 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $6.7B |
| BROADCOM INCAVGO | 31 funds | $3.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 31 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 31 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 31 funds | $3.1B |
| EXXON MOBIL CORPXOM | 31 funds | $2.0B |
| JOHNSON & JOHNSONJNJ | 31 funds | $1.9B |
| WALMART INCWMT | 31 funds | $1.8B |
| CHEVRON CORPCVX | 31 funds | $1.4B |
Ranked by how many of IBMS'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 IBMS. 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.