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/IGBH/capital-change-brief"
Use Arkolith's capital_change_brief for IGBH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $22.2M | 918K | ▲+65% Added · +363K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $15.4M | 635K | ▲+183% Added · +411K sh | Q1 2026 | |
| 3 | Sound Income Strategies, LLC | $5.7M | 237K | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $4.0M | 165K | ▲+53% Added · +57K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.8M | 156K | ▲+47% Added · +50K sh | Q1 2026 | |
| 6 | INTEGRITY ALLIANCE, LLC. | $3.7M | 154K | ▲+6.7% Added · +10K sh | Q1 2026 | |
| 7 | Merit Financial Group, LLC | $3.4M | 139K | ▲New +139K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $2.8M | 115K | ▲+103% Added · +58K sh | Q1 2026 | |
| 9 | Equitable Holdings, Inc. | $2.1M | 83K | ▲New +83K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 70K | ▲+627% Added · +60K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $1.6M | 64K | ▲+257% Added · +46K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $1.4M | 56K | ▲New +56K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $1.3M | 53K | ▲+180% Added · +34K sh | Q1 2026 | |
| 14 | OPPENHEIMER & CO INC | $999K | 41K | ▲+126% Added · +23K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $908K | 38K | ▲New +38K sh | Q1 2026 | |
| 16 | Destination Wealth Management | $751K | 31K | ▲+0.2% Added · +75 sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $350K | 14K | ▲+44% Added · +4K sh | Q1 2026 | |
| 18 | McNaughton Wealth Management, LLC | $332K | 14K | ▲New +14K sh | Q2 2026 | |
| 19 | Ameritas Advisory Services, LLC | $315K | 13K | ▼−6.6% Reduced · −918 sh | Q1 2026 | |
| 20 | PRINCIPAL SECURITIES, INC. | $302K | 13K | ▲+48% Added · +4K sh | Q1 2026 | |
| 21 | Focus Partners Advisor Solutions, LLC | $296K | 12K | ▲+0.8% Added · +104 sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $259K | 11K | ▲+6.5% Added · +654 sh | Q1 2026 | |
| 23 | Trilogy Capital Inc. | $226K | 9K | —Held | Q2 2026 | |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $217K | 9K | ▲New +9K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $135K | 6K | —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.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 224 funds | $2.1B |
| MEARmc | 131 funds | $878.4M |
| COMTINDX FD | 106 funds | $365.5M |
| IETCmc | 80 funds | $279.5M |
| LQDHINT RT HDG C B | 70 funds | $253.2M |
| HYGHmc | 63 funds | $138.7M |
| CMDYmc | 49 funds | $257.1M |
| IGBHthis pageINT RT HD LONG | 36 funds | $74.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $9.7B |
| NVIDIA CORPNVDA | 19 funds | $8.6B |
| APPLE INCAAPL | 19 funds | $7.2B |
| MICROSOFT CORPMSFT | 19 funds | $6.6B |
| AMAZON.COM INCAMZN | 19 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 19 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $3.7B |
| BROADCOM INCAVGO | 19 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.7B |
Ranked by how many of IGBH'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 IGBH. 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.