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/IBTO/capital-change-brief"
Use Arkolith's capital_change_brief for IBTO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GLOBALT Investments LLC / GA | $58.8M | 2.4M | ▲+6.5% Added · +147K sh | Q1 2026 | |
| 2 | Atlantic Union Bankshares Corp | $35.6M | 1.5M | ▲+10% Added · +137K sh | Q1 2026 | |
| 3 | Krilogy Financial LLC | $27.4M | 1.1M | ▼−1.9% Reduced · −22K sh | Q1 2026 | |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $26.4M | 1.1M | ▲+70% Added · +445K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $24.1M | 989K | ▲+7.1% Added · +66K sh | Q1 2026 | |
| 6 | CHATHAM CAPITAL GROUP, INC. | $16.9M | 701K | ▲+4.8% Added · +32K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 603K | ▲+46% Added · +190K sh | Q1 2026 | |
| 8 | PFG Private Wealth Management, LLC | $12.7M | 493K | ▲+6.4% Added · +30K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $9.8M | 403K | ▲+1.9% Added · +7K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $8.3M | 339K | ▲+153% Added · +205K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $7.9M | 323K | ▲+5.2% Added · +16K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $6.5M | 267K | ▲+7.3% Added · +18K sh | Q1 2026 | |
| 13 | UBS Group AG | $4.4M | 178K | ▲+4.6% Added · +8K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $3.8M | 156K | ▲+16% Added · +22K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $3.3M | 136K | ▲+67% Added · +55K sh | Q1 2026 | |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 136K | ▲+9.4% Added · +12K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $3.3M | 135K | ▲+26% Added · +28K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $3.1M | 127K | ▲~0% Added · +22 sh | Q1 2026 | |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 100K | ▲+25% Added · +20K sh | Q1 2026 | |
| 20 | SEI INVESTMENTS CO | $2.4M | 98K | ▲New +98K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $2.3M | 93K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 22 | Snowden Capital Advisors LLC | $2.1M | 85K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 23 | Pinnacle Financial Partners, Inc. | $1.6M | 64K | ▲+0.1% Added · +70 sh | Q1 2026 | |
| 24 | L2 Asset Management, LLC | $1.3M | 54K | ▲+9.0% Added · +4K sh | Q1 2026 | |
| 25 | Lido Advisors, LLC | $1.2M | 50K | —Held | 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 | 26 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $7.8B |
| NVIDIA CORPNVDA | 26 funds | $7.0B |
| MICROSOFT CORPMSFT | 26 funds | $6.5B |
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $5.3B |
| AMAZON.COM INCAMZN | 26 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 26 funds | $3.6B |
| BROADCOM INCAVGO | 26 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 26 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 26 funds | $2.4B |
| VANGUARD FTSE EMERGING MARKEVWO | 26 funds | $2.1B |
| ISHARES RUSSELL 1000 GROWTHIWF | 26 funds | $2.1B |
Ranked by how many of IBTO'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 IBTO. 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.