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/IDHQ/capital-change-brief"
Use Arkolith's capital_change_brief for IDHQ. 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 | $64.9M | 1.8M | ▲+6.9% Added · +119K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.8M | 1.2M | ▲+7.8% Added · +88K sh | Q1 2026 | |
| 3 | WCG Wealth Advisors LLC | $30.5M | 863K | ▲+3.4% Added · +28K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $23.6M | 668K | ▲+6.9% Added · +43K sh | Q1 2026 | |
| 5 | KWB Wealth | $23.7M | 543K | ▲33× Added · +526K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $18.8M | 531K | ▼−2.5% Reduced · −14K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $16.3M | 461K | ▲+105% Added · +236K sh | Q1 2026 | |
| 8 | Heck Capital Advisors, LLC | $13.0M | 298K | ▼−5.4% Reduced · −17K sh | Q2 2026 | |
| 9 | JANE STREET GROUP, LLC | $10.1M | 284K | ▲12× Added · +260K sh | Q1 2026 | |
| 10 | BOS Asset Management, LLC | $10.5M | 239K | ▼−0.1% Reduced · −142 sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $8.4M | 238K | ▲+5.0% Added · +11K sh | Q1 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $7.7M | 219K | ▲+7.1% Added · +14K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $7.6M | 215K | ▲+220% Added · +148K sh | Q1 2026 | |
| 14 | Cornerstone Wealth Management, LLC | $5.6M | 158K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $4.2M | 120K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $4.0M | 114K | ▲+257% Added · +82K sh | Q1 2026 | |
| 17 | Falcon Wealth Planning | $4.7M | 107K | ▼−3.5% Reduced · −4K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 93K | ▲+6.3% Added · +5K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $3.1M | 91K | ▲+39% Added · +26K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $3.1M | 90K | ▲+54% Added · +31K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $2.7M | 78K | ▼−0.3% Reduced · −261 sh | Q1 2026 | |
| 22 | Breakwater Capital Group | $2.9M | 65K | ▼−0.9% Reduced · −592 sh | Q2 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 59K | ▲+1.1% Added · +617 sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | $2.0M | 56K | ▲+40% Added · +16K sh | Q1 2026 | |
| 25 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.8M | 52K | ▲+51% Added · +18K 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 | 28 funds | $10.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $5.1B |
| ALPHABET INC-CL AGOOGL | 28 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $3.5B |
| BROADCOM INCAVGO | 28 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 28 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 28 funds | $3.1B |
| TESLA INCTSLA | 28 funds | $2.2B |
| EXXON MOBIL CORPXOM | 28 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $1.9B |
| VISA INC-CLASS A SHARESV | 28 funds | $1.7B |
| SS TECHNOLOGY SELECT SECTORXLK | 28 funds | $1.3B |
Ranked by how many of IDHQ'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 IDHQ. 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.