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/ICLO/capital-change-brief"
Use Arkolith's capital_change_brief for ICLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $95.6M | 3.7M | ▲+11% Added · +362K sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $24.2M | 950K | ▼−14% Reduced · −151K sh | Q1 2026 | |
| 3 | Commonwealth Financial Services, LLC | $11.5M | 451K | ▲New +451K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | $10.5M | 413K | ▲+776% Added · +365K sh | Q1 2026 | |
| 5 | Modern Wealth Management, LLC | $10.5M | 412K | ▲+3.0% Added · +12K sh | Q1 2026 | |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $9.5M | 371K | ▲+21% Added · +65K sh | Q1 2026 | |
| 7 | Kingsview Wealth Management, LLC | $9.3M | 366K | ▲+8.5% Added · +29K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $9.1M | 358K | ▼−8.2% Reduced · −32K sh | Q1 2026 | |
| 9 | San Luis Wealth Advisors LLC | $7.9M | 310K | ▲+268% Added · +226K sh | Q2 2026 | |
| 10 | Concurrent Investment Advisors, LLC | $7.3M | 286K | ▲+227% Added · +199K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 194K | ▲+133% Added · +111K sh | Q1 2026 | |
| 12 | RITHOLTZ WEALTH MANAGEMENT | $4.8M | 187K | ▲+19% Added · +30K sh | Q1 2026 | |
| 13 | ASHTON THOMAS SECURITIES, LLC | $4.5M | 176K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 14 | Green Ridge Wealth Planning LLC | $3.0M | 116K | ▲+14% Added · +15K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $2.5M | 97K | ▲+16% Added · +14K sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $2.4M | 94K | ▲New +94K sh | Q1 2026 | |
| 17 | Gladstone Institutional Advisory LLC | $2.3M | 92K | ▲+22% Added · +16K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 90K | ▲+20% Added · +15K sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 82K | ▼−8.3% Reduced · −7K sh | Q2 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $1.8M | 71K | ▲+68% Added · +29K sh | Q1 2026 | |
| 21 | Sepio Capital, LP | $1.7M | 67K | ▲+136% Added · +39K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1.5M | 59K | ▲+7.1% Added · +4K sh | Q1 2026 | |
| 23 | Mariner, LLC | $1.4M | 55K | ▼−43% Reduced · −41K sh | Q1 2026 | |
| 24 | Jacobi Capital Management LLC | $1.2M | 45K | ▼−35% Reduced · −25K sh | Q1 2026 | |
| 25 | Western Wealth Management, LLC | $977K | 38K | ▲+9.8% Added · +3K 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 | 27 funds | $7.6B |
| APPLE INCAAPL | 27 funds | $6.4B |
| MICROSOFT CORPMSFT | 27 funds | $4.9B |
| AMAZON.COM INCAMZN | 27 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 27 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 27 funds | $2.5B |
| BROADCOM INCAVGO | 27 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 27 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $2.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 27 funds | $1.8B |
Ranked by how many of ICLO'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 ICLO. 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.