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/IBTL/capital-change-brief"
Use Arkolith's capital_change_brief for IBTL. 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 | $60.4M | 3.0M | ▲+21% Added · +512K sh | Q1 2026 | |
| 2 | TRUE Private Wealth Advisors | $38.0M | 1.9M | ▼−4.0% Reduced · −78K sh | Q1 2026 | |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.5M | 1.2M | ▲+156% Added · +733K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $17.5M | 858K | ▲+112% Added · +453K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $16.1M | 789K | ▲+2.0% Added · +15K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $14.6M | 717K | ▲+8.4% Added · +56K sh | Q1 2026 | |
| 7 | Krilogy Financial LLC | $14.4M | 705K | ▲+4.0% Added · +27K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $13.3M | 652K | ▲+37% Added · +178K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $13.0M | 639K | ▲+5.0% Added · +30K sh | Q1 2026 | |
| 10 | Snowden Capital Advisors LLC | $8.2M | 400K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $7.5M | 367K | ▼−2.1% Reduced · −8K sh | Q1 2026 | |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.4M | 363K | ▲+14% Added · +45K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $7.3M | 358K | ▲+4.8% Added · +16K sh | Q1 2026 | |
| 14 | SPRENG CAPITAL MANAGEMENT, INC. | $6.4M | 315K | ▲+3.1% Added · +9K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $6.0M | 293K | ▼−15% Reduced · −50K sh | Q1 2026 | |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $4.7M | 233K | ▲+6.1% Added · +13K sh | Q1 2026 | |
| 17 | UBS Group AG | $4.3M | 211K | ▲+5.5% Added · +11K sh | Q1 2026 | |
| 18 | Asset Dedication, LLC | $4.3M | 211K | ▲+47% Added · +67K sh | Q1 2026 | |
| 19 | Parallel Advisors, LLC | $4.1M | 201K | ▲+18% Added · +30K sh | Q1 2026 | |
| 20 | OneDigital Investment Advisors LLC | $3.7M | 181K | ▲New +181K sh | Q1 2026 | |
| 21 | CENTRAL TRUST Co | $3.5M | 173K | ▲+5.0% Added · +8K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $3.3M | 162K | ▲+34% Added · +41K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 121K | ▲+104% Added · +62K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $2.3M | 110K | ▼−18% Reduced · −25K sh | Q1 2026 | |
| 25 | D.A. DAVIDSON & CO. | $2.2M | 107K | ▲+250% Added · +76K 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 |
|---|---|---|
| APPLE INCAAPL | 35 funds | $9.4B |
| NVIDIA CORPNVDA | 35 funds | $9.3B |
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $8.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $7.5B |
| MICROSOFT CORPMSFT | 35 funds | $6.9B |
| VANGUARD S&P 500 ETFVOO | 35 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 35 funds | $5.0B |
| AMAZON.COM INCAMZN | 35 funds | $4.8B |
| BROADCOM INCAVGO | 35 funds | $3.2B |
| VANGUARD VALUE ETFVTV | 35 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 35 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 35 funds | $2.7B |
Ranked by how many of IBTL'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 IBTL. 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.