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/IAPR/capital-change-brief"
Use Arkolith's capital_change_brief for IAPR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Composition Wealth, LLC | $15.8M | 500K | ▼−14% Reduced · −80K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 234K | ▼−6.5% Reduced · −16K sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $5.1M | 162K | ▲+6.3% Added · +10K sh | Q1 2026 | |
| 4 | Americana Partners, LLC | $4.0M | 127K | ▼−91% Reduced · −1.2M sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $3.8M | 120K | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 6 | Tradition Wealth Management, LLC | $3.1M | 97K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $3.0M | 96K | ▲+0.1% Added · +149 sh | Q1 2026 | |
| 8 | BIP Wealth, LLC | $2.7M | 87K | ▼−5.5% Reduced · −5K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $2.6M | 81K | ▲+65% Added · +32K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.4M | 76K | ▲+0.4% Added · +285 sh | Q1 2026 | |
| 11 | LPL Financial LLC | $2.4M | 74K | ▲+1.3% Added · +958 sh | Q1 2026 | |
| 12 | BFI Wealth Solutions, LLC | $2.1M | 67K | ▲+14% Added · +8K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $2.1M | 65K | ▼−19% Reduced · −15K sh | Q1 2026 | |
| 14 | OLD MISSION CAPITAL LLC | $2.0M | 63K | ▲+45% Added · +20K sh | Q1 2026 | |
| 15 | Fragasso Financial Advisors Inc | $2.1M | 63K | ▼−5.5% Reduced · −4K sh | Q2 2026 | |
| 16 | Talon Private Wealth, LLC | $1.9M | 61K | ▲New +61K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 61K | ▲+1.6% Added · +943 sh | Q1 2026 | |
| 18 | CWM, LLC | $1.9M | 60K | ▼−0.9% Reduced · −583 sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $1.5M | 48K | ▲+1.4% Added · +680 sh | Q1 2026 | |
| 20 | Berger Financial Group, Inc | $1.4M | 43K | ▼−0.9% Reduced · −406 sh | Q1 2026 | |
| 21 | FIDUCIARY FINANCIAL GROUP, LLC | $1.3M | 39K | —Held | Q2 2026 | |
| 22 | Cerity Partners LLC | $1.0M | 32K | ▲New +32K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $1.0M | 32K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $1.0M | 32K | ▲+11% Added · +3K sh | Q1 2026 | |
| 25 | MAI Capital Management | $969K | 31K | ▼−1.2% Reduced · −360 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 |
|---|---|---|
| NVIDIA CORPNVDA | 32 funds | $9.7B |
| APPLE INCAAPL | 32 funds | $9.3B |
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $9.1B |
| MICROSOFT CORPMSFT | 32 funds | $6.2B |
| AMAZON.COM INCAMZN | 32 funds | $5.3B |
| ALPHABET INC-CL AGOOGL | 32 funds | $4.4B |
| BROADCOM INCAVGO | 32 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 32 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 32 funds | $2.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 32 funds | $2.6B |
Ranked by how many of IAPR'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 IAPR. 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.