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/IDEF/capital-change-brief"
Use Arkolith's capital_change_brief for IDEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.5B | 44.6M | ▲New +44.6M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $418.2M | 12.8M | ▲540× Added · +12.8M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $145.5M | 4.4M | ▲1k× Added · +4.4M sh | Q1 2026 | |
| 4 | CWM, LLC | $139.1M | 4.3M | ▲New +4.3M sh | Q1 2026 | |
| 5 | Envestnet Portfolio Solutions, Inc. | $129.1M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $96.7M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $91.8M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $78.0M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $66.6M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 10 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $58.0M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 11 | JB Capital LLC | $51.9M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $38.2M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $37.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $34.9M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $29.3M | 895K | ▲New +895K sh | Q1 2026 | |
| 16 | Wharton Business Group, LLC | $27.1M | 805K | ▲New +805K sh | Q1 2026 | |
| 17 | Atria Investments, Inc | $19.3M | 590K | ▲New +590K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $17.4M | 531K | ▲New +531K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $16.9M | 517K | ▲New +517K sh | Q1 2026 | |
| 20 | Sharkey, Howes & Javer | $14.2M | 447K | ▲+43% Added · +135K sh | Q2 2026 | |
| 21 | BlackRock, Inc. | $14.6M | 446K | ▲+12% Added · +46K sh | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | $13.8M | 421K | ▲New +421K sh | Q1 2026 | |
| 23 | SteelPeak Wealth, LLC | $12.0M | 377K | ▲+20% Added · +62K sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $11.0M | 336K | ▲New +336K sh | Q1 2026 | |
| 25 | SWMG, LLC | $8.5M | 269K | ▲+33% Added · +67K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 65 funds | $15.4B |
| NVIDIA CORPNVDA | 65 funds | $13.2B |
| MICROSOFT CORPMSFT | 65 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 65 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 65 funds | $5.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 65 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 65 funds | $4.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 65 funds | $4.0B |
| ISHARES MSCI USA QUALITY FACQUAL | 65 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 65 funds | $3.2B |
| CHEVRON CORPCVX | 65 funds | $2.3B |
| SS TECHNOLOGY SELECT SECTORXLK | 65 funds | $2.2B |
Ranked by how many of IDEF'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 IDEF. 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.