This stock 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/IBND/capital-change-brief"
Use Arkolith's capital_change_brief for IBND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $53.8M | 1.7M | ▲+34% Added · +442K sh | Q1 2026 | |
| 2 | Checchi Capital Advisers, LLC | $22.0M | 709K | ▲+0.5% Added · +4K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $11.4M | 368K | ▲+46% Added · +116K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $11.2M | 362K | ▲+75% Added · +155K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $11.0M | 354K | ▲+18% Added · +55K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $9.8M | 316K | ▲New +316K sh | Q1 2026 | |
| 7 | Ameritas Investment Partners, Inc. | $8.3M | 266K | ▼−0.3% Reduced · −870 sh | Q1 2026 | |
| 8 | STATE STREET CORP | $6.7M | 215K | ▲+5.7% Added · +12K sh | Q1 2026 | |
| 9 | LAM GROUP, INC. | $6.6M | 213K | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $5.6M | 182K | ▲+52% Added · +62K sh | Q1 2026 | |
| 11 | Obsido Oy | $5.0M | 160K | ▲+8.6% Added · +13K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $4.8M | 153K | ▲+7.2% Added · +10K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 144K | ▲+55% Added · +51K sh | Q1 2026 | |
| 14 | Rathbones Group PLC | $3.8M | 122K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 15 | UBS Group AG | $3.8M | 121K | ▲+32% Added · +29K sh | Q1 2026 | |
| 16 | CFG Wealth Management Services, Inc. | $3.6M | 116K | —Held | Q2 2026 | |
| 17 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.1M | 101K | ▲12× Added · +92K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $2.9M | 94K | ▲New +94K sh | Q1 2026 | |
| 19 | Aspect Partners, LLC | $2.5M | 82K | ▲+23% Added · +16K sh | Q2 2026 | |
| 20 | AE Wealth Management LLC | $2.5M | 79K | ▲+15% Added · +10K sh | Q1 2026 | |
| 21 | BARINGS LLC | $2.4M | 79K | ▲+202% Added · +53K sh | Q1 2026 | |
| 22 | Gerber Kawasaki Wealth & Investment Management | $2.1M | 66K | ▲+12% Added · +7K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $2.0M | 64K | ▲New +64K sh | Q1 2026 | |
| 24 | Cerity Partners OCIO LLC | $1.9M | 63K | ▲+7.7% Added · +4K sh | Q1 2026 | |
| 25 | GUGGENHEIM CAPITAL LLC | $1.9M | 62K | ▼−7.8% Reduced · −5K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 37 funds | $7.1B |
| ISHARES CORE MSCI EMERGINGIEMG | 37 funds | $2.9B |
| SPDR GOLD SHARESGLD | 37 funds | $1.7B |
| APPLE INCAAPL | 36 funds | $11.6B |
| NVIDIA CORPNVDA | 36 funds | $10.3B |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $8.9B |
| MICROSOFT CORPMSFT | 36 funds | $8.8B |
| ALPHABET INC-CL AGOOGL | 36 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $6.5B |
| AMAZON.COM INCAMZN | 36 funds | $6.0B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.7B |
Ranked by how many of IBND'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 IBND. 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.