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.
| # | 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 | $69.7M | 1.5M | —Held | Q1 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 | Kestra Advisory Services, LLC | $27.4M | 588K | ▲+5.4% Added · +30K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $25.7M | 551K | ▲+18% Added · +84K sh | Q1 2026 | |
| 17 | ASSETMARK, INC | $24.7M | 529K | ▲+18% Added · +80K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $24.1M | 516K | ▼−3.0% Reduced · −16K sh | Q1 2026 | |
| 19 | Summit Financial, LLC | $22.5M | 481K | ▲+3.4% Added · +16K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $21.6M | 462K | ▲+181% Added · +298K sh | Q1 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 | Lido Advisors, LLC | $17.9M | 383K | ▲+12% Added · +40K sh | Q1 2026 | |
| 24 | Daiwa Securities Group Inc. | $17.9M | 383K | —Held | Q1 2026 | |
| 25 | BANQUE PICTET & CIE SA | $17.7M | 380K | ▼−50% Reduced · −375K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 172 funds | $34.1B |
| AMAZON.COM INCAMZN | 171 funds | $25.4B |
| BROADCOM INCAVGO | 171 funds | $16.6B |
| JPMORGAN CHASE & COJPM | 171 funds | $14.0B |
| ELI LILLY & COLLY | 171 funds | $8.2B |
| VISA INC-CLASS A SHARESV | 171 funds | $8.2B |
| COSTCO WHOLESALE CORPCOST | 171 funds | $7.2B |
| TESLA INCTSLA | 171 funds | $7.1B |
| CHEVRON CORPCVX | 171 funds | $5.7B |
| NVIDIA CORPNVDA | 170 funds | $41.9B |
| ALPHABET INC-CL AGOOGL | 170 funds | $23.7B |
| ALPHABET INC-CL CGOOG | 170 funds | $15.0B |
Ranked by how many of AIQ'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 AIQ. 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.