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/IBTG/capital-change-brief"
Use Arkolith's capital_change_brief for IBTG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | $135.4M | 5.9M | ▼−9.9% Reduced · −651K sh | Q1 2026 | |
| 2 | NorthCoast Asset Management LLC | $104.2M | 4.5M | ▼−3.5% Reduced · −166K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $95.2M | 4.2M | ▲+4.5% Added · +179K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $93.5M | 4.1M | ▲+2.6% Added · +104K sh | Q1 2026 | |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $57.8M | 2.5M | ▼−11% Reduced · −319K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $54.9M | 2.4M | ▲+6.4% Added · +145K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $54.2M | 2.4M | ▼−5.9% Reduced · −148K sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $44.2M | 1.9M | ▲+6.1% Added · +111K sh | Q1 2026 | |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $42.6M | 1.9M | ▲+10% Added · +174K sh | Q1 2026 | |
| 10 | Connecticut Wealth Management, LLC | $41.2M | 1.8M | ▲+36% Added · +472K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $38.7M | 1.7M | ▼−26% Reduced · −579K sh | Q1 2026 | |
| 12 | UBS Group AG | $36.8M | 1.6M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 13 | BAILARD, INC. | $36.8M | 1.6M | ▼−43% Reduced · −1.2M sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $36.6M | 1.6M | ▲+8.7% Added · +128K sh | Q1 2026 | |
| 15 | Financial Advisory Corp | $36.4M | 1.6M | ▼−0.7% Reduced · −11K sh | Q2 2026 | |
| 16 | SUMMITRY LLC | $35.1M | 1.5M | ▲+0.5% Added · +7K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $31.3M | 1.4M | ▲+554% Added · +1.2M sh | Q1 2026 | |
| 18 | Wealthspire Advisors, LLC | $23.5M | 1.0M | ▲+556% Added · +868K sh | Q1 2026 | |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $23.4M | 1.0M | ▼−11% Reduced · −120K sh | Q2 2026 | |
| 20 | Krilogy Financial LLC | $21.0M | 920K | ▲+6.1% Added · +53K sh | Q1 2026 | |
| 21 | OneAscent Financial Services LLC | $20.8M | 906K | ▲New +906K sh | Q1 2026 | |
| 22 | Carnegie Investment Counsel | $19.3M | 842K | ▼−4.0% Reduced · −35K sh | Q1 2026 | |
| 23 | MKT Advisors LLC | $18.5M | 810K | ▲+4.1% Added · +32K sh | Q2 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $17.6M | 768K | ▼−2.7% Reduced · −21K sh | Q1 2026 | |
| 25 | Apella Capital, LLC | $16.9M | 739K | ▼−4.9% Reduced · −38K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 105 funds | $23.2B |
| NVIDIA CORPNVDA | 105 funds | $21.4B |
| MICROSOFT CORPMSFT | 105 funds | $18.9B |
| ALPHABET INC-CL AGOOGL | 105 funds | $11.0B |
| ALPHABET INC-CL CGOOG | 105 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 105 funds | $8.5B |
| BROADCOM INCAVGO | 105 funds | $8.1B |
| JOHNSON & JOHNSONJNJ | 105 funds | $5.1B |
| EXXON MOBIL CORPXOM | 105 funds | $4.8B |
| CHEVRON CORPCVX | 105 funds | $3.7B |
| CISCO SYSTEMS INCCSCO | 105 funds | $2.2B |
| COCA-COLA CO/THEKO | 105 funds | $2.2B |
Ranked by how many of IBTG'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 IBTG. 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.