65 tracked 13F filers disclose a position in ISD as of the latest SEC 13F filings, a combined $87.0M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SteelPeak Wealth, LLC | $10.5M | 804K | ▲+1.2% Added · +9K sh | Q2 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $10.4M | 788K | ▼−5.7% Reduced · −47K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $7.0M | 530K | ▼−21% Reduced · −140K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $6.6M | 503K | ▼−1.4% Reduced · −7K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $6.3M | 476K | ▲+32% Added · +116K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.2M | 474K | ▼−33% Reduced · −235K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.3M | 400K | ▼−14% Reduced · −64K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $3.4M | 260K | ▼−8.2% Reduced · −23K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $2.8M | 212K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 179K | ▲+12% Added · +19K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $2.3M | 171K | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 12 | Shaker Financial Services, LLC | $2.1M | 161K | ▲+745% Added · +142K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $1.9M | 145K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 14 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.5M | 117K | ▲New +117K sh | Q2 2026 | |
| 15 | BROWN ADVISORY INC | $1.5M | 114K | —Held | Q1 2026 | |
| 16 | UBS Group AG | $1.4M | 105K | ▼−20% Reduced · −27K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.1M | 87K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 18 | Fiera Capital Corp | $1.1M | 84K | ▲+2.9% Added · +2K sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $1.1M | 82K | ▼−6.3% Reduced · −6K sh | Q2 2026 | |
| 20 | Savvy Advisors, Inc. | $971K | 74K | ▼−23% Reduced · −21K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $903K | 69K | ▲+53% Added · +24K sh | Q2 2026 | |
| 22 | Marks Group Wealth Management, Inc | $861K | 66K | —Held | Q2 2026 | |
| 23 | Aviance Capital Partners, LLC | $755K | 58K | ▲+2.5% Added · +1K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $744K | 57K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 25 | Hilton Capital Management, LLC | $565K | 43K | ▼−2.7% Reduced · −1K sh | Q2 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.
Last quarter, 5 funds opened a new position in ISD and 8 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 24 funds | $3.3B |
| BROADCOM INCAVGO | 24 funds | $1.5B |
| MICROSOFT CORPMSFT | 23 funds | $5.8B |
| NVIDIA CORPNVDA | 23 funds | $3.8B |
| APPLE INCAAPL | 23 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 23 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $1.2B |
| JOHNSON & JOHNSONJNJ | 23 funds | $1.0B |
| ELI LILLY & COLLY | 23 funds | $452.5M |
| HOME DEPOT INCHD | 23 funds | $335.8M |
| ALPHABET INC-CL CGOOG | 22 funds | $2.4B |
| GENERAL ELECTRICGE | 22 funds | $880.8M |
Ranked by how many of ISD's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for ISD
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/ISD/capital-change-brief"
Use Arkolith's capital_change_brief for ISD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ISD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.