This stock 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/IDA/capital-change-brief"
Use Arkolith's capital_change_brief for IDA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $928.4M | 6.5M | ▼−1.9% Reduced · −128K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $465.0M | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $349.4M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $311.4M | 2.2M | ▲+3.5% Added · +74K sh | Q1 2026 | |
| 5 | T. Rowe Price Investment Management, Inc. | Withheld | 2.0M | ▲+5.2% Added · +97K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $275.1M | 1.9M | ▲+1.9% Added · +36K sh | Q1 2026 | |
| 7 | REAVES W H & CO INC | $257.4M | 1.8M | ▼−0.4% Reduced · −7K sh | Q1 2026 | |
| 8 | JENNISON ASSOCIATES LLC | $214.1M | 1.5M | ▲+0.9% Added · +14K sh | Q1 2026 | |
| 9 | FMR LLC | $206.1M | 1.4M | ▲+54% Added · +505K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $193.1M | 1.4M | ▲+153% Added · +816K sh | Q1 2026 | |
| 11 | Neuberger Berman Group LLC | $187.8M | 1.3M | ▲+1.1% Added · +14K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $151.9M | 1.2M | ▼−10% Reduced · −138K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $158.6M | 1.1M | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 14 | Pictet Asset Management Holding SA | $110.2M | 771K | ▼−1.2% Reduced · −9K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $106.2M | 743K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 16 | Zimmer Partners, LP | $103.5M | 724K | ▼−9.6% Reduced · −77K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $95.8M | 670K | ▲+3.2% Added · +21K sh | Q1 2026 | |
| 18 | VICTORY CAPITAL MANAGEMENT INC | $95.5M | 668K | ▼−15% Reduced · −118K sh | Q1 2026 | |
| 19 | SOROS FUND MANAGEMENT LLC | $82.5M | 577K | ▼−1.3% Reduced · −8K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $69.9M | 489K | ▼−0.1% Reduced · −349 sh | Q1 2026 | |
| 21 | Boston Trust Walden Corp | $68.6M | 480K | ▼−9.1% Reduced · −48K sh | Q1 2026 | |
| 22 | Life Cycle Investment Partners Ltd | $66.2M | 463K | ▲+51% Added · +156K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $66.2M | 463K | ▼−26% Reduced · −162K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $65.9M | 461K | ▼−2.9% Reduced · −14K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $65.7M | 460K | ▲+3.6% Added · +16K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Richins Adam J | EVP and COO (IPC) | Sell (S) | 2K | $213K |
| Jun 1, 2026 | Miller Sharon L. | Director | Grant (A) | 689 | $0 |
| May 29, 2026 | Hanchey James Bo D | VP of Cust Op & CSO (IPC) | Sell (S) | 2K | $211K |
| Mar 3, 2026 | Tatum Timothy E | VP Regulatory Affairs (IPC) | Sell (S) | 1K | $211K |
| Mar 1, 2026 | Madison Scott W | Director | Grant (A) | 1K | $0 |
| Mar 1, 2026 | Johnson Dennis L | Director | Grant (A) | 1K | $0 |
| Mar 1, 2026 | Bolano Odette C | Director | Grant (A) | 1K | $0 |
| Mar 1, 2026 | Jorgensen Nate | Director | Grant (A) | 1K | $0 |
| Mar 1, 2026 | Kennedy Michael J. | Director | Grant (A) | 1K | $0 |
| Mar 1, 2026 | Elg Annette G | Director | Grant (A) | 1K | $0 |
| Mar 1, 2026 | Peters Mark T | Director | Grant (A) | 1K | $0 |
| Mar 1, 2026 | MORRIS SUSAN | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 187 funds | $64.6B |
| ALPHABET INC-CL AGOOGL | 185 funds | $41.6B |
| NVIDIA CORPNVDA | 184 funds | $84.0B |
| META PLATFORMS INC-CLASS AMETA | 184 funds | $29.3B |
| AMAZON.COM INCAMZN | 182 funds | $48.3B |
| ELI LILLY & COLLY | 182 funds | $16.2B |
| APPLE INCAAPL | 181 funds | $75.3B |
| JPMORGAN CHASE & COJPM | 181 funds | $21.1B |
| WALMART INCWMT | 181 funds | $12.1B |
| TESLA INCTSLA | 180 funds | $17.2B |
| VISA INC-CLASS A SHARESV | 180 funds | $13.6B |
| COSTCO WHOLESALE CORPCOST | 180 funds | $11.6B |
Ranked by how many of IDA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IDA. 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.