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/IAGG/capital-change-brief"
Use Arkolith's capital_change_brief for IAGG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.3B | 26.4M | ▲+20% Added · +4.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $925.8M | 18.5M | ▲+4.4% Added · +779K sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $821.6M | 16.4M | ▲+2.1% Added · +333K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $599.0M | 12.0M | ▲+18% Added · +1.9M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $551.7M | 11.0M | ▲+12% Added · +1.1M sh | Q1 2026 | |
| 6 | Matson Money. Inc. | $488.1M | 9.8M | ▲+4.6% Added · +431K sh | Q1 2026 | |
| 7 | TIAA Wealth Investment Management LLC | $319.9M | 6.4M | ▲New +6.4M sh | Q1 2026 | |
| 8 | Nationwide Fund Advisors | $278.6M | 5.6M | ▼−5.2% Reduced · −305K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $273.9M | 5.5M | ▲+128% Added · +3.1M sh | Q1 2026 | |
| 10 | BNP Paribas Asset Management Holding S.A. | $257.8M | 5.2M | ▲+0.9% Added · +46K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $191.2M | 3.8M | ▼−8.6% Reduced · −360K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $184.1M | 3.7M | ▲+15% Added · +478K sh | Q1 2026 | |
| 13 | JANUS HENDERSON GROUP PLC | $158.0M | 3.2M | ▲+29% Added · +711K sh | Q1 2026 | |
| 14 | MATHER GROUP, LLC. | $130.8M | 2.6M | ▲+6.4% Added · +156K sh | Q1 2026 | |
| 15 | Envestnet Portfolio Solutions, Inc. | $123.6M | 2.5M | ▲+5.1% Added · +120K sh | Q1 2026 | |
| 16 | Creative Planning | $119.0M | 2.4M | ▲11× Added · +2.2M sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $114.7M | 2.3M | ▲+4.5% Added · +99K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $113.9M | 2.3M | ▼−2.4% Reduced · −57K sh | Q1 2026 | |
| 19 | CWM, LLC | $112.9M | 2.3M | ▲+3.6% Added · +78K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $106.6M | 2.1M | ▲+9.6% Added · +186K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $79.5M | 1.6M | ▲+18% Added · +237K sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $78.8M | 1.6M | ▼−0.6% Reduced · −9K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $74.3M | 1.5M | ▲+0.3% Added · +5K sh | Q1 2026 | |
| 24 | Annex Advisory Services, LLC | $74.7M | 1.5M | ▲+9.6% Added · +129K sh | Q2 2026 | |
| 25 | ASSETMARK, INC | $65.2M | 1.3M | ▲+123% Added · +719K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 147 funds | $25.1B |
| NVIDIA CORPNVDA | 147 funds | $24.6B |
| MICROSOFT CORPMSFT | 147 funds | $20.5B |
| VANGUARD S&P 500 ETFVOO | 147 funds | $17.4B |
| ALPHABET INC-CL AGOOGL | 147 funds | $13.4B |
| JPMORGAN CHASE & COJPM | 147 funds | $9.3B |
| EXXON MOBIL CORPXOM | 147 funds | $6.3B |
| WALMART INCWMT | 147 funds | $5.8B |
| ELI LILLY & COLLY | 147 funds | $5.8B |
| JOHNSON & JOHNSONJNJ | 147 funds | $5.6B |
| TESLA INCTSLA | 147 funds | $4.6B |
| CHEVRON CORPCVX | 147 funds | $4.2B |
Ranked by how many of IAGG'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 IAGG. 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.