Among active 13F managers last quarter, 7 opened and 14 added, while 23 reduced; the largest holder to move was GW Henssler & Associates Ltd (+1.1%).
157 tracked 13F filers disclose a position in IAT as of the latest SEC 13F filings, a combined $263.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 521K | $28.1M | ▲+23% Added · +98K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 514K | $27.7M | ▲+6.8% Added · +33K sh | Q1 2026 | |
| 3 | JPMorgan Chase & Co | 384K | $20.0M | ▲+3.2% Added · +12K sh | Q1 2026 | |
| 4 | Morgan Stanley | 272K | $14.7M | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 244K | $13.2M | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 194K | $10.4M | ▼−13% Reduced · −28K sh | Q1 2026 | |
| 7 | GW Henssler & Associates Ltd | 193K | $12.0M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 8 | Lido Advisors, LLC | 190K | $11.8M | ▼−0.4% Reduced · −745 sh | Q2 2026 | |
| 9 | Truist Financial Corp | 144K | $7.7M | ▲+29% Added · +33K sh | Q1 2026 | |
| 10 | US Bancorp | 135K | $7.2M | ▲+4.1% Added · +5K sh | Q1 2026 | |
| 11 | UBS Group AG | 116K | $6.3M | ▼−17% Reduced · −25K sh | Q1 2026 | |
| 12 | Raymond James Financial Inc | 113K | $6.1M | ▲+0.6% Added · +706 sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 107K | $5.8M | ▲+7.3% Added · +7K sh | Q1 2026 | |
| 14 | Monument Capital Management | 93K | $5.8M | ▲New +93K sh | Q2 2026 | |
| 15 | Jones Financial Companies LLLP | 82K | $4.3M | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | 81K | $5.0M | ▲+0.8% Added · +688 sh | Q2 2026 | |
| 17 | Ameriprise Financial Inc | 72K | $3.9M | ▼−7.0% Reduced · −5K sh | Q1 2026 | |
| 18 | Commonwealth Equity Services, LLC | 71K | $3.8M | ▼−26% Reduced · −25K sh | Q1 2026 | |
| 19 | Equitable Holdings, Inc. | 68K | $4.2M | ▲+0.5% Added · +309 sh | Q2 2026 | |
| 20 | Martin & Co Inc | 64K | $4.0M | ▼−0.4% Reduced · −249 sh | Q2 2026 | |
| 21 | KCM Investment Advisors LLC | 57K | $3.6M | ▼−2.0% Reduced · −1K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | 56K | $3.0M | ▼−20% Reduced · −14K sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 49K | $2.6M | ▼−1.3% Reduced · −645 sh | Q1 2026 | |
| 24 | Pathstone Holdings, LLC | 46K | $2.8M | —Held | Q2 2026 | |
| 25 | Tower Research Capital LLC (TRC) | 43K | $2.3M | ▲+15% Added · +6K 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, 7 funds opened a new position in IAT and 14 added to an existing one, while 23 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 80 funds | $41.4B |
| Microsoft CorpMSFT | 80 funds | $32.4B |
| JPMorgan Chase & CoJPM | 80 funds | $10.2B |
| Nvidia CorpNVDA | 79 funds | $48.0B |
| Amazon.com IncAMZN | 79 funds | $21.6B |
| Alphabet Inc-CL AGOOGL | 79 funds | $20.0B |
| Eli Lilly & CoLLY | 79 funds | $9.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 79 funds | $7.0B |
| Alphabet Inc-CL CGOOG | 78 funds | $14.1B |
| Meta Platforms Inc-Class AMETA | 78 funds | $11.2B |
| Tesla IncTSLA | 77 funds | $10.8B |
| Johnson & JohnsonJNJ | 77 funds | $6.9B |
Ranked by how many of IAT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IAT.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.5B |
| EFViShares MSCI EAFE Value ETF | 1156 funds | $23.7B |
| EFGcs | 980 funds | $12.3B |
| ITAcs | 939 funds | $6.6B |
| MBBcs | 936 funds | $34.4B |
| IGSBcs | 928 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 896 funds | $20.5B |
| PFFcs | 886 funds | $5.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IAT
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.