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/IBUF/capital-change-brief"
Use Arkolith's capital_change_brief for IBUF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NewEdge Advisors, LLC | $10.1M | 343K | ▲+4.5% Added · +15K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $6.8M | 229K | ▼−6.6% Reduced · −16K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $6.5M | 222K | ▲+37% Added · +60K sh | Q1 2026 | |
| 4 | 3EDGE Asset Management, LP | $4.5M | 154K | ▲New +154K sh | Q1 2026 | |
| 5 | Mutual Advisors, LLC | $3.4M | 117K | ▲+652% Added · +101K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $2.6M | 89K | ▲+60% Added · +33K sh | Q1 2026 | |
| 7 | CreativeOne Wealth, LLC | $2.3M | 79K | ▲+163% Added · +49K sh | Q1 2026 | |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $1.8M | 56K | ▼−1.0% Reduced · −563 sh | Q2 2026 | |
| 9 | JANE STREET GROUP, LLC | $1.4M | 47K | ▲New +47K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $878K | 30K | ▲+26% Added · +6K sh | Q1 2026 | |
| 11 | Pitti Group Wealth Management, LLC | $829K | 28K | ▲+26% Added · +6K sh | Q1 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $722K | 24K | ▲+5.2% Added · +1K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $553K | 19K | ▲+164% Added · +12K sh | Q1 2026 | |
| 14 | AE Wealth Management LLC | $549K | 19K | ▲+16% Added · +3K sh | Q1 2026 | |
| 15 | Baker Avenue Asset Management, LP | $423K | 14K | ▲New +14K sh | Q1 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $421K | 14K | ▲New +14K sh | Q1 2026 | |
| 17 | Belpointe Asset Management LLC | $351K | 12K | ▼−0.5% Reduced · −56 sh | Q1 2026 | |
| 18 | NewEdge Wealth, LLC | $348K | 12K | ▲New +12K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $346K | 12K | ▲New +12K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $274K | 9K | ▼−40% Reduced · −6K sh | Q1 2026 | |
| 21 | CENTAURUS FINANCIAL, INC. | $141K | 5K | —Held | Q1 2026 | |
| 22 | Blue Trust, Inc. | $101K | 3K | —Held | Q1 2026 | |
| 23 | IFP Advisors, Inc | $7K | 230 | ▲+9.5% Added · +20 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 | 12 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $1.8B |
| VANGUARD S&P 500 ETFVOO | 12 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $1.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 12 funds | $863.9M |
| ISHARES CORE U.S. AGGREGATEAGG | 12 funds | $693.8M |
| ISHARES RUSSELL 1000 GROWTHIWF | 12 funds | $586.3M |
| SPDR GOLD SHARESGLD | 12 funds | $556.8M |
| ISHARES 0-3 MONTH TREASURY BSGOV | 12 funds | $434.0M |
| SS TECHNOLOGY SELECT SECTORXLK | 12 funds | $379.3M |
| ISHARES CORE S&P SMALL-CAP EIJR | 12 funds | $376.3M |
Ranked by how many of IBUF'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 IBUF. 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.