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/IBTP/capital-change-brief"
Use Arkolith's capital_change_brief for IBTP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Atlantic Union Bankshares Corp | $36.7M | 1.4M | ▲+12% Added · +157K sh | Q1 2026 | |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $23.6M | 919K | ▲+28% Added · +203K sh | Q1 2026 | |
| 3 | SUMMITRY LLC | $22.1M | 863K | ▲+0.5% Added · +4K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $14.5M | 566K | ▲+7.6% Added · +40K sh | Q1 2026 | |
| 5 | BENJAMIN EDWARDS INC | $13.0M | 506K | ▲+8.1% Added · +38K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $10.8M | 423K | ▲+22% Added · +76K sh | Q1 2026 | |
| 7 | D.A. DAVIDSON & CO. | $9.9M | 385K | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 193K | ▲+12% Added · +20K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $4.6M | 178K | ▲New +178K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $3.9M | 153K | ▼−2.7% Reduced · −4K sh | Q1 2026 | |
| 11 | UBS Group AG | $3.4M | 133K | ▲11× Added · +120K sh | Q1 2026 | |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 130K | ▲+7.7% Added · +9K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $2.7M | 104K | ▲+0.3% Added · +297 sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 99K | ▲New +99K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 95K | ▲+25% Added · +19K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.9M | 75K | ▲+153% Added · +45K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $1.5M | 58K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 18 | Reliant Wealth Planning | $1.3M | 52K | —Held | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $1.1M | 42K | ▲+7.3% Added · +3K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $1.0M | 41K | ▲+41% Added · +12K sh | Q1 2026 | |
| 21 | CWM, LLC | $995K | 39K | ▼~0% Reduced · −16 sh | Q1 2026 | |
| 22 | U.S. Capital Wealth Advisors, LLC | $945K | 37K | ▲~0% Added · +3 sh | Q1 2026 | |
| 23 | LPL Financial LLC | $883K | 34K | ▼−4.5% Reduced · −2K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $816K | 32K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 25 | L2 Asset Management, LLC | $640K | 25K | ▲+0.6% Added · +155 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 |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $6.3B |
| APPLE INCAAPL | 16 funds | $5.1B |
| MICROSOFT CORPMSFT | 16 funds | $3.6B |
| AMAZON.COM INCAMZN | 16 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.4B |
| BROADCOM INCAVGO | 16 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $2.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 16 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 16 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 16 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $1.7B |
Ranked by how many of IBTP'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 IBTP. 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.