105 tracked 13F filers disclose a position in IAK as of the latest SEC 13F filings, a combined $154.1M 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 | MORGAN STANLEY | $17.7M | 138K | ▼−35% Reduced · −75K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $13.1M | 102K | ▲+18% Added · +15K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $10.5M | 82K | ▼−43% Reduced · −62K sh | Q1 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $7.6M | 59K | ▼−34% Reduced · −31K sh | Q1 2026 | |
| 5 | Legend Financial Advisors, Inc. | $8.2M | 58K | ▲+5.2% Added · +3K sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.5M | 58K | ▲+55% Added · +21K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $5.9M | 46K | ▼−39% Reduced · −30K sh | Q1 2026 | |
| 8 | Cavalier Investments, LLC | $5.9M | 46K | ▲New +46K sh | Q1 2026 | |
| 9 | UBS Group AG | $5.6M | 43K | ▼−28% Reduced · −17K sh | Q1 2026 | |
| 10 | LEE DANNER & BASS INC | $4.8M | 34K | ▼−2.0% Reduced · −698 sh | Q2 2026 | |
| 11 | STIFEL FINANCIAL CORP | $4.1M | 32K | ▼−31% Reduced · −14K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.7M | 29K | ▼−58% Reduced · −39K sh | Q1 2026 | |
| 13 | RFG Advisory, LLC | $4.0M | 29K | ▼−18% Reduced · −6K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $3.6M | 28K | ▼−34% Reduced · −14K sh | Q1 2026 | |
| 15 | Federation des caisses Desjardins du Quebec | $3.6M | 28K | ▼−44% Reduced · −22K sh | Q1 2026 | |
| 16 | Fortis Group Advisors, LLC | $3.5M | 25K | ▲Added Added · +25K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | $2.7M | 21K | ▲+100% Added · +10K sh | Q1 2026 | |
| 18 | Baird Financial Group, Inc. | $2.6M | 20K | ▲New +20K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $2.5M | 19K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | $2.3M | 18K | ▼−44% Reduced · −14K sh | Q1 2026 | |
| 21 | Hills Bank & Trust Co | $2.2M | 17K | ▲+11% Added · +2K sh | Q1 2026 | |
| 22 | J.W. COLE ADVISORS, INC. | $2.0M | 15K | ▲New +15K sh | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $1.8M | 14K | ▲Added Added · +14K sh | Q1 2026 | |
| 24 | PFG Advisors | $1.9M | 13K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 25 | CIBC WORLD MARKET INC. | $1.4M | 11K | ▼−1.1% Reduced · −120 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, 2 funds opened a new position in IAK and 13 added to an existing one, while 15 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 |
|---|---|---|
| NVIDIA CORPNVDA | 45 funds | $15.0B |
| APPLE INCAAPL | 45 funds | $14.9B |
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $12.2B |
| MICROSOFT CORPMSFT | 45 funds | $11.6B |
| AMAZON.COM INCAMZN | 45 funds | $10.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $7.8B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 45 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 45 funds | $5.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $4.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 45 funds | $3.8B |
| WALMART INCWMT | 45 funds | $3.3B |
Ranked by how many of IAK's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/IAK/capital-change-brief"
Use Arkolith's capital_change_brief for IAK. 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 IAK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.