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/IBTQ/capital-change-brief"
Use Arkolith's capital_change_brief for IBTQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SUMMITRY LLC | $25.3M | 998K | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $20.4M | 808K | ▼−3.2% Reduced · −26K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $7.0M | 277K | ▲22× Added · +264K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $6.0M | 236K | ▲93× Added · +233K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $4.4M | 174K | ▲New +174K sh | Q1 2026 | |
| 6 | UBS Group AG | $3.4M | 135K | ▲10× Added · +122K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $3.0M | 120K | ▲+225% Added · +83K sh | Q1 2026 | |
| 8 | BENJAMIN EDWARDS INC | $2.5M | 100K | ▲+29% Added · +22K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 92K | ▲New +92K sh | Q1 2026 | |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.3M | 90K | ▲+49% Added · +30K sh | Q1 2026 | |
| 11 | L2 Asset Management, LLC | $1.3M | 52K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.1M | 43K | ▲+13% Added · +5K sh | Q1 2026 | |
| 13 | Tower Research Capital LLC (TRC) | $991K | 39K | ▲New +39K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $888K | 35K | ▲New +35K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $725K | 29K | ▲+180% Added · +18K sh | Q1 2026 | |
| 16 | Snowden Capital Advisors LLC | $453K | 18K | ▲New +18K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $451K | 18K | ▲New +18K sh | Q1 2026 | |
| 18 | CWM, LLC | $407K | 16K | —Held | Q1 2026 | |
| 19 | Reliant Wealth Planning | $390K | 15K | —Held | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $347K | 14K | ▲+9.6% Added · +1K sh | Q1 2026 | |
| 21 | Single Point Partners, LLC | $332K | 13K | ▲New +13K sh | Q2 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $325K | 13K | ▲+48% Added · +4K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $321K | 13K | ▼−1.6% Reduced · −203 sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $282K | 11K | —Held | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $267K | 11K | ▼−2.8% Reduced · −304 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 | 9 funds | $4.9B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $4.8B |
| APPLE INCAAPL | 9 funds | $3.5B |
| AMAZON.COM INCAMZN | 9 funds | $2.7B |
| MICROSOFT CORPMSFT | 9 funds | $2.3B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 9 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 9 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.7B |
| BROADCOM INCAVGO | 9 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.2B |
Ranked by how many of IBTQ'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 IBTQ. 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.