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/IAI/capital-change-brief"
Use Arkolith's capital_change_brief for IAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $100.9M | 614K | ▼−3.3% Reduced · −21K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $66.7M | 406K | ▼−0.1% Reduced · −478 sh | Q1 2026 | |
| 3 | TWO SIGMA INVESTMENTS, LP | $48.0M | 292K | ▲+134% Added · +167K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $37.8M | 230K | ▼−16% Reduced · −45K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $33.3M | 203K | ▼−15% Reduced · −35K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $33.1M | 202K | ▲+53% Added · +70K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $27.4M | 167K | ▼−5.8% Reduced · −10K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $23.1M | 141K | ▼−69% Reduced · −306K sh | Q1 2026 | |
| 9 | AlphaCore Capital LLC | $19.4M | 118K | ▼−27% Reduced · −45K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $17.4M | 106K | ▼−7.1% Reduced · −8K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $14.9M | 91K | ▼−0.7% Reduced · −630 sh | Q1 2026 | |
| 12 | UBS Group AG | $14.0M | 85K | ▼−3.4% Reduced · −3K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $13.9M | 83K | ▲+293% Added · +62K sh | Q1 2026 | |
| 14 | MinichMacGregor Wealth Management, LLC | $13.3M | 76K | ▲+8.6% Added · +6K sh | Q2 2026 | |
| 15 | Prospera Financial Services Inc | $12.3M | 70K | ▲+0.5% Added · +380 sh | Q2 2026 | |
| 16 | Advisory Services Network, LLC | $10.6M | 65K | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 17 | WESPAC Advisors SoCal, LLC | $10.2M | 58K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $7.9M | 48K | ▼−19% Reduced · −11K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $7.1M | 43K | ▼−29% Reduced · −18K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 40K | ▲Added Added · +40K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $6.5M | 40K | ▼−62% Reduced · −65K sh | Q1 2026 | |
| 22 | Cadent Capital Advisors, LLC | $6.6M | 38K | ▼−1.6% Reduced · −636 sh | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $5.1M | 31K | ▼−8.5% Reduced · −3K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 27K | ▲+8.3% Added · +2K sh | Q1 2026 | |
| 25 | Tower Research Capital LLC (TRC) | $4.4M | 27K | ▲35× Added · +26K 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 |
|---|---|---|
| BROADCOM INCAVGO | 57 funds | $8.4B |
| VISA INC-CLASS A SHARESV | 57 funds | $4.1B |
| TESLA INCTSLA | 57 funds | $3.9B |
| MICRON TECHNOLOGY INCMU | 57 funds | $3.3B |
| APPLE INCAAPL | 56 funds | $21.4B |
| NVIDIA CORPNVDA | 56 funds | $21.2B |
| MICROSOFT CORPMSFT | 56 funds | $15.8B |
| AMAZON.COM INCAMZN | 56 funds | $12.5B |
| JPMORGAN CHASE & COJPM | 56 funds | $7.9B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $7.2B |
| COSTCO WHOLESALE CORPCOST | 56 funds | $4.4B |
| ELI LILLY & COLLY | 56 funds | $4.3B |
Ranked by how many of IAI'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 IAI. 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.