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/IDEQ/capital-change-brief"
Use Arkolith's capital_change_brief for IDEQ. 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 | $54.0M | 1.7M | ▲+195% Added · +1.1M sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $48.0M | 1.5M | ▲+6.1% Added · +86K sh | Q1 2026 | |
| 3 | TOMPKINS FINANCIAL CORP | $30.5M | 869K | ▲New +869K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $21.1M | 663K | ▲New +663K sh | Q1 2026 | |
| 5 | Alliance Wealth Advisors, LLC | $16.0M | 455K | ▲New +455K sh | Q2 2026 | |
| 6 | Members Advisory Group LLC | $10.9M | 311K | ▲+79% Added · +137K sh | Q2 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $9.2M | 298K | ▲+70% Added · +122K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 271K | ▲13× Added · +250K sh | Q1 2026 | |
| 9 | Western Wealth Management, LLC | $6.4M | 200K | ▲New +200K sh | Q1 2026 | |
| 10 | Sigma Planning Corp | $4.7M | 148K | ▲New +148K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $4.5M | 141K | ▲+32% Added · +34K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 127K | ▲+24% Added · +25K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $3.7M | 116K | ▲New +116K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $3.4M | 106K | ▲New +106K sh | Q1 2026 | |
| 15 | D.A. DAVIDSON & CO. | $2.7M | 86K | ▲New +86K sh | Q1 2026 | |
| 16 | Bill Few Associates, Inc. | $2.6M | 74K | ▲+12% Added · +8K sh | Q2 2026 | |
| 17 | Embree Financial Group | $2.5M | 71K | ▲+237% Added · +50K sh | Q2 2026 | |
| 18 | MEMBERS WEALTH LLC | $2.2M | 62K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 19 | Dynamic Advisor Solutions LLC | $2.1M | 61K | ▲+20% Added · +10K sh | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $1.5M | 47K | ▲+51% Added · +16K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 45K | ▲New +45K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $963K | 30K | ▼−31% Reduced · −14K sh | Q1 2026 | |
| 23 | YHB Investment Advisors, Inc. | $984K | 28K | ▲New +28K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $611K | 19K | ▲New +19K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $555K | 17K | ▲New +17K 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 | 10 funds | $5.8B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $5.0B |
| APPLE INCAAPL | 10 funds | $4.4B |
| AMAZON.COM INCAMZN | 10 funds | $3.3B |
| MICROSOFT CORPMSFT | 10 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.2B |
| BROADCOM INCAVGO | 10 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.8B |
| VANGUARD VALUE ETFVTV | 10 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.5B |
Ranked by how many of IDEQ'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 IDEQ. 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.