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/IDEV/capital-change-brief"
Use Arkolith's capital_change_brief for IDEV. 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/ | $4.1B | 49.6M | ▼−5.4% Reduced · −2.9M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $2.1B | 25.1M | ▲+24% Added · +4.9M sh | Q1 2026 | |
| 3 | Creative Planning | $1.6B | 19.1M | ▲+8.8% Added · +1.5M sh | Q1 2026 | |
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | $1.4B | 16.6M | ▲+39% Added · +4.6M sh | Q1 2026 | |
| 5 | BANK OF KOREA | $1.2B | 14.0M | ▲+84% Added · +6.4M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $1.1B | 13.3M | ▲+10% Added · +1.2M sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $1.1B | 13.1M | ▲+57% Added · +4.8M sh | Q1 2026 | |
| 8 | SEI INVESTMENTS CO | $1.0B | 12.4M | ▲+2.4% Added · +293K sh | Q1 2026 | |
| 9 | Richard Bernstein Advisors LLC | $516.3M | 6.2M | ▲New +6.2M sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $476.1M | 5.7M | ▲+33% Added · +1.4M sh | Q1 2026 | |
| 11 | CITIGROUP INC | $464.9M | 5.6M | ▲+23% Added · +1.1M sh | Q1 2026 | |
| 12 | Cerity Partners LLC | $456.2M | 5.5M | ▲+57% Added · +2.0M sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $374.9M | 4.6M | ▲+4.4% Added · +196K sh | Q1 2026 | |
| 14 | Focus Partners Advisor Solutions, LLC | $315.6M | 3.8M | ▲+5.8% Added · +206K sh | Q1 2026 | |
| 15 | Focus Partners Wealth | $294.6M | 3.5M | ▲+0.2% Added · +8K sh | Q1 2026 | |
| 16 | Bank of Finland | $293.9M | 3.3M | ▲+1.5% Added · +48K sh | Q2 2026 | |
| 17 | Savant Capital, LLC | $275.3M | 3.3M | ▲152× Added · +3.3M sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $259.9M | 3.1M | ▲+11% Added · +300K sh | Q1 2026 | |
| 19 | Alesco Advisors, LLC, An ESL Co | $257.8M | 3.1M | ▼−0.5% Reduced · −15K sh | Q1 2026 | |
| 20 | Clearstead Advisors, LLC | $255.1M | 3.1M | ▲13k× Added · +3.1M sh | Q1 2026 | |
| 21 | Auto-Owners Insurance Co | $217.1M | 2.6M | —Held | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $168.8M | 2.0M | ▲+6.2% Added · +117K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $153.4M | 1.8M | ▲+24% Added · +351K sh | Q1 2026 | |
| 24 | UBS Group AG | $151.8M | 1.8M | ▲+27% Added · +382K sh | Q1 2026 | |
| 25 | ASSETMARK, INC | $143.3M | 1.7M | ▲+2.1% Added · +36K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 192 funds | $35.0B |
| BROADCOM INCAVGO | 192 funds | $16.8B |
| JPMORGAN CHASE & COJPM | 192 funds | $14.8B |
| ELI LILLY & COLLY | 192 funds | $11.0B |
| VISA INC-CLASS A SHARESV | 192 funds | $8.8B |
| EXXON MOBIL CORPXOM | 192 funds | $8.5B |
| CHEVRON CORPCVX | 192 funds | $5.7B |
| CATERPILLAR INCCAT | 192 funds | $4.8B |
| CISCO SYSTEMS INCCSCO | 192 funds | $4.1B |
| APPLE INCAAPL | 191 funds | $46.6B |
| NVIDIA CORPNVDA | 191 funds | $40.8B |
| AMAZON.COM INCAMZN | 191 funds | $25.6B |
Ranked by how many of IDEV'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 IDEV. 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.