626 tracked 13F filers disclose a position in AIQ as of the latest SEC 13F filings, a combined $4.2B 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 | PNC FINANCIAL SERVICES GROUP, INC. | $1.3B | 27.2M | ▲+17% Added · +3.9M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $410.7M | 8.8M | ▲+6.8% Added · +560K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $231.8M | 5.0M | ▲+3.7% Added · +177K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $229.9M | 4.9M | ▲+2.3% Added · +109K sh | Q1 2026 | |
| 5 | UBS Group AG | $186.8M | 4.0M | ▲+0.7% Added · +30K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.4M | 1.7M | ▲+8.1% Added · +129K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $73.0M | 1.6M | ▲+5.8% Added · +85K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $70.6M | 1.5M | ▲+20% Added · +248K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $67.5M | 1.5M | ▼−1.6% Reduced · −24K sh | Q1 2026 | |
| 10 | Hancock Prospecting Pty Ltd | $98.1M | 1.5M | —Held | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $65.7M | 1.4M | ▲+18% Added · +215K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $56.0M | 1.2M | ▲+13% Added · +136K sh | Q1 2026 | |
| 13 | FIL Ltd | $38.6M | 826K | ▲New +826K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $33.6M | 721K | ▲+16% Added · +97K sh | Q1 2026 | |
| 15 | VALLEY WEALTH MANAGERS, INC. | $40.6M | 618K | ▼−17% Reduced · −131K sh | Q2 2026 | |
| 16 | ASSETMARK, INC | $37.2M | 567K | ▲+7.1% Added · +38K sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $25.7M | 551K | ▲+18% Added · +84K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $34.0M | 519K | ▼−12% Reduced · −69K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $24.1M | 516K | ▼−3.0% Reduced · −16K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $29.3M | 447K | ▲+27% Added · +95K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | $20.6M | 441K | ▼−20% Reduced · −111K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.4M | 432K | ▲+5.5% Added · +23K sh | Q2 2026 | |
| 23 | Daiwa Securities Group Inc. | $25.1M | 383K | —Held | Q2 2026 | |
| 24 | Proficio Capital Partners LLC | $24.9M | 380K | ▲+25% Added · +77K sh | Q2 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $16.4M | 360K | ▲+20% Added · +59K 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.
Last quarter, 7 funds opened a new position in AIQ and 27 added to an existing one, while 12 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 |
|---|---|---|
| APPLE INCAAPL | 372 funds | $97.2B |
| MICROSOFT CORPMSFT | 370 funds | $89.0B |
| NVIDIA CORPNVDA | 365 funds | $121.8B |
| AMAZON.COM INCAMZN | 364 funds | $66.8B |
| ALPHABET INC-CL AGOOGL | 360 funds | $52.9B |
| ALPHABET INC-CL CGOOG | 355 funds | $43.2B |
| VANGUARD S&P 500 ETFVOO | 349 funds | $18.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 349 funds | $11.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 348 funds | $15.6B |
| JPMORGAN CHASE & COJPM | 344 funds | $24.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 342 funds | $16.2B |
| META PLATFORMS INC-CLASS AMETA | 340 funds | $35.6B |
Ranked by how many of AIQ's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for AIQ
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/AIQ/capital-change-brief"
Use Arkolith's capital_change_brief for AIQ. 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 AIQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.