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/ICVT/capital-change-brief"
Use Arkolith's capital_change_brief for ICVT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $240.4M | 2.4M | ▼−2.0% Reduced · −49K sh | Q1 2026 | |
| 2 | PROVIDA PENSION FUND ADMINISTRATOR | $193.7M | 2.0M | ▲+86% Added · +910K sh | Q4 2025 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $104.1M | 1.0M | ▼−30% Reduced · −444K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $94.2M | 926K | ▼−11% Reduced · −109K sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $86.6M | 851K | ▲+518% Added · +713K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $69.2M | 679K | ▼−27% Reduced · −257K sh | Q1 2026 | |
| 7 | AMG National Trust Bank | $57.5M | 565K | ▲+7.4% Added · +39K sh | Q1 2026 | |
| 8 | GREENLEAF TRUST | $45.6M | 448K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 9 | Ocean Park Asset Management, LLC | $42.8M | 420K | ▲New +420K sh | Q1 2026 | |
| 10 | Advisory Alpha, LLC | $42.3M | 415K | ▼−5.3% Reduced · −23K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $35.5M | 347K | ▼−8.8% Reduced · −34K sh | Q1 2026 | |
| 12 | Baker Avenue Asset Management, LP | $34.2M | 336K | ▲+0.1% Added · +226 sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $34.0M | 334K | ▼−2.2% Reduced · −8K sh | Q1 2026 | |
| 14 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $30.2M | 296K | ▲+7.2% Added · +20K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $26.5M | 267K | ▲+4.4% Added · +11K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | $25.5M | 251K | ▼−29% Reduced · −100K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $23.2M | 227K | ▼−25% Reduced · −75K sh | Q1 2026 | |
| 18 | ALLIANCEBERNSTEIN L.P. | $20.7M | 210K | ▼−6.4% Reduced · −14K sh | Q1 2026 | |
| 19 | Certified Advisory Corp | $23.4M | 192K | ▲+6.9% Added · +12K sh | Q2 2026 | |
| 20 | ASSETMARK, INC | $17.3M | 170K | ▼−4.4% Reduced · −8K sh | Q1 2026 | |
| 21 | Systelligence, LLC | $20.2M | 166K | ▲+10% Added · +16K sh | Q2 2026 | |
| 22 | CWM, LLC | $16.7M | 164K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $15.9M | 156K | ▼−35% Reduced · −83K sh | Q1 2026 | |
| 24 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $15.2M | 150K | ▼−0.6% Reduced · −976 sh | Q1 2026 | |
| 25 | Independence Financial Advisors, LLC | $17.2M | 141K | ▲+14% Added · +17K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 119 funds | $31.7B |
| MICROSOFT CORPMSFT | 119 funds | $24.5B |
| ALPHABET INC-CL AGOOGL | 119 funds | $16.6B |
| JPMORGAN CHASE & COJPM | 119 funds | $11.1B |
| ELI LILLY & COLLY | 119 funds | $6.5B |
| VISA INC-CLASS A SHARESV | 119 funds | $6.4B |
| JOHNSON & JOHNSONJNJ | 119 funds | $6.3B |
| COSTCO WHOLESALE CORPCOST | 119 funds | $5.9B |
| HOME DEPOT INCHD | 119 funds | $4.5B |
| ABBVIE INCABBV | 119 funds | $4.2B |
| CHEVRON CORPCVX | 119 funds | $4.2B |
| ORACLE CORPORCL | 119 funds | $2.3B |
Ranked by how many of ICVT'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 ICVT. 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.