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/IALT/capital-change-brief"
Use Arkolith's capital_change_brief for IALT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $76.3M | 2.8M | —Held | Q1 2026 | |
| 2 | Sharkey, Howes & Javer | $24.3M | 865K | ▲New +865K sh | Q2 2026 | |
| 3 | Pettinga Financial Advisors LLC | $14.9M | 530K | ▲New +530K sh | Q2 2026 | |
| 4 | CFS Investment Advisory Services, LLC | $14.5M | 516K | ▲New +516K sh | Q2 2026 | |
| 5 | Security Financial Services, INC. | $13.8M | 491K | ▲New +491K sh | Q2 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.3M | 397K | ▲+180% Added · +255K sh | Q2 2026 | |
| 7 | SteelPeak Wealth, LLC | $10.9M | 390K | ▲New +390K sh | Q2 2026 | |
| 8 | Kelly Financial Services LLC | $10.3M | 366K | ▲New +366K sh | Q2 2026 | |
| 9 | KWB Wealth | $9.2M | 328K | ▲New +328K sh | Q2 2026 | |
| 10 | Archer Investment Management, LLC | $8.2M | 293K | ▲New +293K sh | Q2 2026 | |
| 11 | Trinity Wealth Management, LLC | $7.2M | 257K | ▲New +257K sh | Q2 2026 | |
| 12 | BEACON FINANCIAL GROUP | $6.6M | 237K | ▲New +237K sh | Q2 2026 | |
| 13 | ShoreHaven Wealth Partners, LLC | $6.3M | 226K | ▲New +226K sh | Q2 2026 | |
| 14 | Cypress Wealth Services, LLC | $4.5M | 159K | ▲New +159K sh | Q2 2026 | |
| 15 | Mayflower Financial Advisors, LLC | $3.9M | 138K | ▲New +138K sh | Q2 2026 | |
| 16 | MILESTONE ASSET MANAGEMENT, LLC | $3.8M | 136K | ▲New +136K sh | Q2 2026 | |
| 17 | Embree Financial Group | $3.8M | 135K | ▲New +135K sh | Q2 2026 | |
| 18 | Peak Wealth Management LLC | $3.7M | 132K | ▲New +132K sh | Q2 2026 | |
| 19 | Spinnaker Investment Group, LLC | $3.7M | 130K | ▲+743% Added · +115K sh | Q2 2026 | |
| 20 | Spectrum Planning & Advisory Services Inc. | $3.2M | 115K | ▲New +115K sh | Q2 2026 | |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $3.1M | 112K | ▲New +112K sh | Q2 2026 | |
| 22 | Redhawk Wealth Advisors, Inc. | $3.1M | 110K | ▲New +110K sh | Q2 2026 | |
| 23 | Chatterton & Associates Inc. | $2.8M | 98K | ▲New +98K sh | Q2 2026 | |
| 24 | Apeiron RIA LLC | $2.7M | 97K | ▲New +97K sh | Q2 2026 | |
| 25 | PFG Advisors | $2.7M | 96K | ▲New +96K sh | Q2 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 | 4 funds | $3.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 4 funds | $1.9B |
| MICROSOFT CORPMSFT | 4 funds | $1.5B |
| AMAZON.COM INCAMZN | 4 funds | $1.2B |
| APPLE INCAAPL | 4 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.1B |
| NVIDIA CORPNVDA | 4 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 4 funds | $807.7M |
| VANGUARD FTSE EMERGING MARKEVWO | 4 funds | $770.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $763.7M |
| JPMORGAN CHASE & COJPM | 4 funds | $744.1M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $668.2M |
Ranked by how many of IALT'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 IALT. 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.