Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Citadel Advisors LLC (new position). Over the last 180 days, 2 insiders sold and none bought, a net -$58K in open-market trades.
The legs disagree, or only one of them leans.
22 tracked 13F filers disclose a position in IBO as of the latest SEC 13F filings, a combined $1.8M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Geode Capital Management, LLC | 1.2M | $546K | ▼−0.7% Reduced · −8K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 809K | $372K | ▲+14% Added · +101K sh | Q2 2026 | |
| 3 | State Street Corp | 608K | $280K | —Held | Q2 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 589K | $271K | ▲+0.7% Added · +4K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 260K | $120K | —Held | Q2 2026 | |
| 6 | Northern Trust Corp | 244K | $146K | ▲24× Added · +234K sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 50K | $23K | ▲New +50K sh | Q2 2026 | |
| 8 | Two Sigma Investments, LP | 37K | $22K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 9 | UBS Group AG | 32K | $19K | ▲15× Added · +30K sh | Q1 2026 | |
| 10 | Vanguard Global Advisers, LLC | 32K | $15K | —Held | Q2 2026 | |
| 11 | Mason & Associates Inc | 10K | $5K | —Held | Q2 2026 | |
| 12 | Morgan Stanley | 9K | $6K | ▲+0.1% Added · +8 sh | Q1 2026 | |
| 13 | Global Trust Asset Management, LLC | 2K | $836 | —Held | Q2 2026 | |
| 14 | Citigroup Inc | 353 | $212 | ▲353× Added · +352 sh | Q1 2026 | |
| 15 | FMR LLC | 292 | $134 | ▲+0.7% Added · +2 sh | Q2 2026 | |
| 16 | Wells Fargo & Company | 224 | $134 | —Held | Q1 2026 | |
| 17 | NFSG Corp | 86 | $40 | —Held | Q2 2026 | |
| 18 | Royal Bank Of Canada | 32 | $0 | —Held | Q1 2026 | |
| 19 | CWM, LLC | 28 | $17 | —Held | Q1 2026 | |
| 20 | Burk Holdings LLC | 27 | $12 | —Held | Q2 2026 | |
| 21 | Danske Bank A/s | 3 | $1 | —Held | Q2 2026 | |
| 22 | Blue Trust, Inc. | 1 | $0 | ▲New +1 sh | Q2 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.
Last quarter, 2 funds opened a new position in IBO, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $4.4B |
| Amazon.com IncAMZN | 7 funds | $4.0B |
| Apple IncAAPL | 7 funds | $3.7B |
| Alphabet Inc-CL AGOOGL | 7 funds | $2.4B |
| Microsoft CorpMSFT | 7 funds | $2.0B |
| Broadcom IncAVGO | 7 funds | $1.8B |
| JPMorgan Chase & CoJPM | 7 funds | $1.7B |
| Tesla IncTSLA | 7 funds | $1.6B |
| Mastercard Inc - AMA | 7 funds | $1.6B |
| Micron Technology IncMU | 7 funds | $1.5B |
| Costco Wholesale CorpCOST | 7 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 7 funds | $1.4B |
Ranked by how many of IBO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 27, 2026 | Macko Todd D | Chief Financial Officer | Sell (S) | 43K | $24K |
| Mar 25, 2026 | Macko Todd D | Chief Financial Officer | Sell (S) | 2K | $960 |
| Mar 23, 2026 | Grady Jason | Director | Sell (S) | 50K | $33K |
| May 27, 2025 | Dss, Inc. | 10% Owner | Sell (S) 2 lots, same day | 91K | $49K |
| May 22, 2025 | Dss, Inc. | 10% Owner | Sell (S) 2 lots, same day | 231K | $127K |
| Apr 4, 2025 | Alset Inc. | 10% Owner | Sell (S) | 180K | $173K |
| Apr 4, 2025 | Dss, Inc. | 10% Owner | Sell (S) | 891K | $846K |
| Apr 3, 2025 | Chan Heng Fai Ambrose | Director | Sell (S) | 352K | $176K |
| Apr 3, 2025 | Alset Inc. | 10% Owner | Sell (S) 2 lots, same day | 625K | $417K |
| Apr 2, 2025 | Alset Inc. | 10% Owner | Sell (S) 4 lots, same day | 885K | $531K |
| Apr 1, 2025 | Alset International Ltd | 10% Owner | Sell (S) 3 lots, same day | 2.2M | $2.6M |
| Mar 31, 2025 | Alset International Ltd | 10% Owner | Sell (S) | 300K | $309K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 7 | 2 | – |
Insiders Form 4 open-market | 0 | 2 | -$58K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for IBO
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/IBO/capital-change-brief"
Use Arkolith's capital_change_brief for IBO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.