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/IBTI/capital-change-brief"
Use Arkolith's capital_change_brief for IBTI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $76.2M | 3.4M | ▲+6.0% Added · +194K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $76.2M | 3.4M | ▼−0.9% Reduced · −32K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $67.7M | 3.0M | ▲+6.6% Added · +188K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $60.8M | 2.7M | ▲+2.8% Added · +73K sh | Q1 2026 | |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $53.6M | 2.4M | ▲+5.9% Added · +134K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $43.4M | 1.9M | ▲+4.6% Added · +86K sh | Q1 2026 | |
| 7 | UBS Group AG | $31.4M | 1.4M | ▲+38% Added · +388K sh | Q1 2026 | |
| 8 | BAILARD, INC. | $30.3M | 1.4M | ▲2k× Added · +1.4M sh | Q1 2026 | |
| 9 | Financial Advisory Corp | $29.8M | 1.3M | ▲+9.1% Added · +113K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $28.3M | 1.3M | ▲14× Added · +1.2M sh | Q1 2026 | |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.3M | 1.2M | ▲+13% Added · +137K sh | Q1 2026 | |
| 12 | HM PAYSON & CO | $23.3M | 1.0M | ▲+69% Added · +429K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $23.2M | 1.0M | ▲+22% Added · +188K sh | Q1 2026 | |
| 14 | Stratos Wealth Partners, LTD. | $22.6M | 1.0M | ▲+3.8% Added · +37K sh | Q1 2026 | |
| 15 | ATWOOD & PALMER INC | $21.2M | 959K | ▲+1.7% Added · +16K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $21.0M | 941K | ▲+26% Added · +191K sh | Q1 2026 | |
| 17 | MKT Advisors LLC | $18.6M | 842K | ▲+4.8% Added · +39K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $18.0M | 810K | ▲+38% Added · +221K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $17.9M | 803K | ▲+66% Added · +318K sh | Q1 2026 | |
| 20 | Baltimore-Washington Financial Advisors, Inc. | $17.6M | 792K | ▲+11% Added · +76K sh | Q1 2026 | |
| 21 | OneAscent Financial Services LLC | $16.8M | 756K | ▲New +756K sh | Q1 2026 | |
| 22 | CWM, LLC | $16.7M | 750K | ▲+6.3% Added · +45K sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $15.1M | 678K | ▲+138% Added · +393K sh | Q1 2026 | |
| 24 | Krilogy Financial LLC | $13.3M | 599K | ▲+4.5% Added · +26K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 575K | ▼−2.0% Reduced · −12K 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 | 66 funds | $18.8B |
| NVIDIA CORPNVDA | 66 funds | $15.9B |
| MICROSOFT CORPMSFT | 66 funds | $13.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 66 funds | $12.1B |
| ALPHABET INC-CL AGOOGL | 66 funds | $8.6B |
| BROADCOM INCAVGO | 66 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 66 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 66 funds | $5.5B |
| JOHNSON & JOHNSONJNJ | 66 funds | $3.4B |
| EXXON MOBIL CORPXOM | 66 funds | $3.3B |
| CHEVRON CORPCVX | 66 funds | $2.7B |
| PROCTER & GAMBLE CO/THEPG | 66 funds | $2.0B |
Ranked by how many of IBTI'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 IBTI. 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.