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/IBTH/capital-change-brief"
Use Arkolith's capital_change_brief for IBTH. 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 | $151.6M | 6.8M | ▼−9.1% Reduced · −673K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $84.5M | 3.8M | ▲+7.0% Added · +245K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $83.2M | 3.7M | ▲+2.9% Added · +105K sh | Q1 2026 | |
| 4 | GLOBALT Investments LLC / GA | $67.3M | 3.0M | ▲+6.0% Added · +168K sh | Q1 2026 | |
| 5 | NorthCoast Asset Management LLC | $59.2M | 2.6M | ▲+36% Added · +697K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $55.9M | 2.5M | ▼−1.0% Reduced · −25K sh | Q1 2026 | |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $55.3M | 2.5M | ▲+8.3% Added · +190K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $42.6M | 1.9M | ▲+198% Added · +1.3M sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $42.0M | 1.9M | ▲+8.1% Added · +140K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $40.6M | 1.8M | ▲+3.7% Added · +64K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $39.1M | 1.7M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 12 | UBS Group AG | $38.1M | 1.7M | ▲+33% Added · +417K sh | Q1 2026 | |
| 13 | TRUE Private Wealth Advisors | $37.6M | 1.7M | ▼−14% Reduced · −272K sh | Q1 2026 | |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $33.2M | 1.5M | ▲+20% Added · +246K sh | Q1 2026 | |
| 15 | Focus Partners Wealth | $31.5M | 1.4M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 16 | Financial Advisory Corp | $29.8M | 1.3M | ▲+10% Added · +126K sh | Q2 2026 | |
| 17 | Integrated Wealth Concepts LLC | $29.5M | 1.3M | ▲+14% Added · +163K sh | Q1 2026 | |
| 18 | Stratos Wealth Advisors, LLC | $28.9M | 1.3M | ▲+60% Added · +485K sh | Q1 2026 | |
| 19 | Connecticut Wealth Management, LLC | $27.8M | 1.2M | ▲+490% Added · +1.0M sh | Q1 2026 | |
| 20 | Merit Financial Group, LLC | $26.6M | 1.2M | ▲+1.5% Added · +18K sh | Q1 2026 | |
| 21 | Stratos Wealth Partners, LTD. | $23.5M | 1.0M | ▲+3.0% Added · +30K sh | Q1 2026 | |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21.9M | 981K | ▲+4.2% Added · +39K sh | Q2 2026 | |
| 23 | MKT Advisors LLC | $18.8M | 840K | ▲+4.5% Added · +36K sh | Q2 2026 | |
| 24 | OneAscent Financial Services LLC | $18.2M | 813K | ▲New +813K sh | Q1 2026 | |
| 25 | Carnegie Investment Counsel | $16.5M | 735K | ▲+21% Added · +125K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 91 funds | $22.4B |
| NVIDIA CORPNVDA | 91 funds | $20.1B |
| MICROSOFT CORPMSFT | 91 funds | $16.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 91 funds | $14.9B |
| ALPHABET INC-CL AGOOGL | 91 funds | $11.2B |
| BROADCOM INCAVGO | 91 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 91 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 91 funds | $7.0B |
| JOHNSON & JOHNSONJNJ | 91 funds | $4.4B |
| EXXON MOBIL CORPXOM | 91 funds | $4.4B |
| CHEVRON CORPCVX | 91 funds | $3.4B |
| COCA-COLA CO/THEKO | 91 funds | $2.6B |
Ranked by how many of IBTH'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 IBTH. 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.