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/IBOC/capital-change-brief"
Use Arkolith's capital_change_brief for IBOC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $447.1M | 6.6M | ▼−1.0% Reduced · −65K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $228.9M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $217.3M | 3.2M | ▲+0.9% Added · +30K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $214.4M | 3.2M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $176.6M | 2.6M | ▲+6.6% Added · +162K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $166.5M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $100.3M | 1.5M | ▲+3.9% Added · +55K sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 1.2M | ▲+6.5% Added · +71K sh | Q1 2026 | |
| 9 | FIRST TRUST ADVISORS LP | $76.5M | 1.1M | ▼−17% Reduced · −227K sh | Q1 2026 | |
| 10 | Boston Trust Walden Corp | $73.2M | 1.1M | ▼−8.7% Reduced · −104K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $62.2M | 924K | ▲+57% Added · +334K sh | Q1 2026 | |
| 12 | REINHART PARTNERS, LLC. | $50.2M | 746K | ▲+0.8% Added · +6K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $47.9M | 712K | ▲+29% Added · +159K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.4M | 704K | ▼−69% Reduced · −1.6M sh | Q1 2026 | |
| 15 | NORGES BANK | $45.6M | 686K | ▲+1.8% Added · +12K sh | Q4 2025 | |
| 16 | NORTHERN TRUST CORP | $44.9M | 667K | ▲+3.2% Added · +21K sh | Q1 2026 | |
| 17 | PRICE T ROWE ASSOCIATES INC /MD/ | $36.7M | 545K | ▲+103% Added · +276K sh | Q1 2026 | |
| 18 | AQR CAPITAL MANAGEMENT LLC | $33.4M | 496K | ▼−1.1% Reduced · −6K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $30.2M | 448K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 20 | PANAGORA ASSET MANAGEMENT INC | $26.0M | 386K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 21 | ProShare Advisors LLC | $24.7M | 367K | ▼−27% Reduced · −136K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $24.0M | 356K | ▲New +356K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $19.9M | 296K | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 24 | ALLIANCEBERNSTEIN L.P. | $14.6M | 220K | ▼−20% Reduced · −54K sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $13.2M | 197K | ▲New +197K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | Norton Larry A | Director | Sell (S) | 10K | $720K |
| Feb 6, 2026 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 300 | $5K |
| Feb 6, 2026 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 875 | $34K |
| Feb 6, 2026 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 300 | $0 |
| Feb 6, 2026 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 875 | $0 |
| Sep 5, 2025 | WAWROSKI JUDITH I | TREASURER/PAO | Disposed to issuer (D) | 600 | $43K |
| Sep 5, 2025 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 600 | $24K |
| Sep 5, 2025 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 600 | $43K |
| Aug 15, 2025 | SANCHEZ ANTONIO R JR | Director, 10% Owner | Sell (S) | 40K | $2.7M |
| Aug 14, 2025 | SANCHEZ ANTONIO R JR | Director, 10% Owner | Sell (S) | 80K | $5.6M |
| Jun 5, 2025 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 300 | $5K |
| Jun 5, 2025 | WAWROSKI JUDITH I | TREASURER/PAO | Option exercise (M) | 700 | $27K |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 87 funds | $10.1B |
| NVIDIA CORPNVDA | 86 funds | $57.9B |
| MICROSOFT CORPMSFT | 86 funds | $38.0B |
| APPLE INCAAPL | 85 funds | $46.0B |
| AMAZON.COM INCAMZN | 85 funds | $31.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 85 funds | $5.0B |
| LAM RESEARCH CORPLRCX | 85 funds | $4.7B |
| BRISTOL-MYERS SQUIBB COBMY | 85 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 84 funds | $24.3B |
| BROADCOM INCAVGO | 84 funds | $20.4B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $17.2B |
| TESLA INCTSLA | 84 funds | $13.6B |
Ranked by how many of IBOC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBOC. 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.