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/IBTJ/capital-change-brief"
Use Arkolith's capital_change_brief for IBTJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $73.9M | 3.4M | ▼−0.5% Reduced · −16K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $53.7M | 2.5M | ▲+12% Added · +269K sh | Q1 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $51.0M | 2.3M | ▲+19% Added · +372K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $50.0M | 2.3M | ▲+14% Added · +275K sh | Q1 2026 | |
| 5 | TRUE Private Wealth Advisors | $39.8M | 1.8M | ▼−5.8% Reduced · −113K sh | Q1 2026 | |
| 6 | Financial Advisory Corp | $34.6M | 1.6M | ▲+1.7% Added · +27K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $34.3M | 1.6M | ▲+4.6% Added · +70K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $26.7M | 1.2M | ▲53× Added · +1.2M sh | Q1 2026 | |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.1M | 1.2M | ▲+14% Added · +143K sh | Q1 2026 | |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | $24.1M | 1.1M | ▲+7.1% Added · +74K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $21.7M | 994K | ▲+375% Added · +785K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $21.6M | 987K | ▲+3.4% Added · +33K sh | Q1 2026 | |
| 13 | ATWOOD & PALMER INC | $20.8M | 959K | ▲+1.4% Added · +14K sh | Q2 2026 | |
| 14 | UBS Group AG | $20.0M | 916K | ▼−11% Reduced · −117K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $18.2M | 835K | ▼−6.3% Reduced · −56K sh | Q1 2026 | |
| 16 | BENJAMIN EDWARDS INC | $17.5M | 803K | ▲+6.8% Added · +51K sh | Q1 2026 | |
| 17 | HM PAYSON & CO | $16.9M | 772K | ▲+91% Added · +367K sh | Q1 2026 | |
| 18 | CWM, LLC | $16.5M | 757K | ▲+6.5% Added · +46K sh | Q1 2026 | |
| 19 | BlackRock, Inc. | $15.1M | 691K | ▲+138% Added · +401K sh | Q1 2026 | |
| 20 | MKT Advisors LLC | $14.3M | 662K | ▲+8.0% Added · +49K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $13.5M | 617K | ▲+16% Added · +86K sh | Q1 2026 | |
| 22 | Krilogy Financial LLC | $11.4M | 521K | ▲+4.8% Added · +24K sh | Q1 2026 | |
| 23 | Stratos Wealth Partners, LTD. | $11.3M | 518K | ▲+4.5% Added · +22K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $9.9M | 454K | ▲+6.5% Added · +28K sh | Q1 2026 | |
| 25 | Waycross Investment Management Co | $9.6M | 443K | ▲+1.7% Added · +7K 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 | 56 funds | $14.5B |
| NVIDIA CORPNVDA | 56 funds | $14.0B |
| MICROSOFT CORPMSFT | 56 funds | $10.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 56 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 56 funds | $6.8B |
| BROADCOM INCAVGO | 56 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 56 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 56 funds | $4.3B |
| EXXON MOBIL CORPXOM | 56 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 56 funds | $2.7B |
| CHEVRON CORPCVX | 56 funds | $2.2B |
| PROCTER & GAMBLE CO/THEPG | 56 funds | $1.7B |
Ranked by how many of IBTJ'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 IBTJ. 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.