123 tracked 13F filers disclose a position in IAT as of the latest SEC 13F filings, a combined $239.2M 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 | BANK OF AMERICA CORP /DE/ | $28.1M | 521K | ▲+23% Added · +98K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $27.7M | 514K | ▲+6.8% Added · +33K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $20.0M | 384K | ▲+3.2% Added · +12K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $14.7M | 272K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $13.2M | 244K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $10.4M | 194K | ▼−13% Reduced · −28K sh | Q1 2026 | |
| 7 | Lido Advisors, LLC | $10.3M | 191K | ▲+797% Added · +170K sh | Q1 2026 | |
| 8 | GW HENSSLER & ASSOCIATES LTD | $10.3M | 191K | ▲+2.3% Added · +4K sh | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $7.7M | 144K | ▲+29% Added · +33K sh | Q1 2026 | |
| 10 | US BANCORP \DE\ | $7.2M | 135K | ▲+4.1% Added · +5K sh | Q1 2026 | |
| 11 | UBS Group AG | $6.3M | 116K | ▼−17% Reduced · −25K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $6.1M | 113K | ▲+0.6% Added · +706 sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $5.8M | 107K | ▲+7.3% Added · +7K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $4.3M | 82K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $4.3M | 80K | ▲+1.7% Added · +1K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $3.9M | 72K | ▼−7.0% Reduced · −5K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 71K | ▼−26% Reduced · −25K sh | Q1 2026 | |
| 18 | Equitable Holdings, Inc. | $3.7M | 68K | ▲+37% Added · +18K sh | Q1 2026 | |
| 19 | KCM INVESTMENT ADVISORS LLC | $3.1M | 58K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $3.0M | 56K | ▼−20% Reduced · −14K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $2.6M | 49K | ▼−1.3% Reduced · −645 sh | Q1 2026 | |
| 22 | Pathstone Holdings, LLC | $2.5M | 46K | —Held | Q1 2026 | |
| 23 | Crestwood Advisors Group, LLC | $2.4M | 45K | ▼−1.4% Reduced · −650 sh | Q1 2026 | |
| 24 | Tower Research Capital LLC (TRC) | $2.3M | 43K | ▲+15% Added · +6K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 35K | ▼−13% Reduced · −5K 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, 6 funds opened a new position in IAT and 15 added to an existing one, while 17 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $16.6B |
| ALPHABET INC-CL AGOOGL | 55 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 55 funds | $7.5B |
| BROADCOM INCAVGO | 55 funds | $7.4B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $6.7B |
| COSTCO WHOLESALE CORPCOST | 55 funds | $4.3B |
| VISA INC-CLASS A SHARESV | 55 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 55 funds | $4.1B |
| ELI LILLY & COLLY | 55 funds | $3.9B |
| TESLA INCTSLA | 55 funds | $3.3B |
| MASTERCARD INC - AMA | 55 funds | $3.0B |
| HOME DEPOT INCHD | 55 funds | $2.9B |
Ranked by how many of IAT'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/IAT/capital-change-brief"
Use Arkolith's capital_change_brief for IAT. 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 IAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.