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/IBTK/capital-change-brief"
Use Arkolith's capital_change_brief for IBTK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $73.6M | 3.7M | ▲+18% Added · +577K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $52.3M | 2.7M | ▲+47% Added · +843K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $36.2M | 1.8M | ▲+7.3% Added · +124K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 1.3M | ▲83× Added · +1.2M sh | Q1 2026 | |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $24.4M | 1.2M | ▲+34% Added · +312K sh | Q1 2026 | |
| 6 | D.A. DAVIDSON & CO. | $18.2M | 923K | ▲+4.9% Added · +43K sh | Q1 2026 | |
| 7 | CWM, LLC | $16.5M | 836K | ▲+6.3% Added · +50K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $16.0M | 812K | ▲+11% Added · +80K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $15.1M | 764K | ▲+138% Added · +443K sh | Q1 2026 | |
| 10 | MKT Advisors LLC | $13.8M | 712K | ▲+5.9% Added · +40K sh | Q2 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $14.0M | 708K | ▼−5.5% Reduced · −41K sh | Q1 2026 | |
| 12 | HM PAYSON & CO | $13.9M | 703K | ▲+154% Added · +426K sh | Q1 2026 | |
| 13 | UBS Group AG | $13.7M | 693K | ▲+18% Added · +106K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $13.6M | 687K | ▲+160% Added · +423K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $11.8M | 598K | ▲+97% Added · +294K sh | Q1 2026 | |
| 16 | BAILARD, INC. | $10.6M | 539K | ▲+173% Added · +342K sh | Q1 2026 | |
| 17 | Waycross Investment Management Co | $10.4M | 531K | ▲+1.9% Added · +10K sh | Q2 2026 | |
| 18 | EIGHT 31 FINANCIAL, LLC | $9.9M | 503K | ▼−1.6% Reduced · −8K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $9.9M | 501K | ▲+12% Added · +52K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $9.9M | 500K | ▲+6.6% Added · +31K sh | Q1 2026 | |
| 21 | Trust Co | $9.6M | 491K | ▲+1.0% Added · +5K sh | Q2 2026 | |
| 22 | Krilogy Financial LLC | $9.1M | 462K | ▲+6.3% Added · +27K sh | Q1 2026 | |
| 23 | Snowden Capital Advisors LLC | $8.9M | 449K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 24 | LPL Financial LLC | $7.7M | 392K | ▲+57% Added · +142K sh | Q1 2026 | |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.0M | 354K | ▼−3.1% Reduced · −11K 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 | 50 funds | $15.6B |
| NVIDIA CORPNVDA | 50 funds | $13.8B |
| MICROSOFT CORPMSFT | 50 funds | $11.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $10.9B |
| ALPHABET INC-CL AGOOGL | 50 funds | $7.2B |
| BROADCOM INCAVGO | 50 funds | $5.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 50 funds | $5.1B |
| JPMORGAN CHASE & COJPM | 50 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 50 funds | $4.8B |
| JOHNSON & JOHNSONJNJ | 50 funds | $3.0B |
| EXXON MOBIL CORPXOM | 50 funds | $2.8B |
| CHEVRON CORPCVX | 50 funds | $2.2B |
Ranked by how many of IBTK'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 IBTK. 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.