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/IDMO/capital-change-brief"
Use Arkolith's capital_change_brief for IDMO. 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 | $308.3M | 5.6M | ▲+24% Added · +1.1M sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $171.9M | 3.1M | ▲+59% Added · +1.2M sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $115.1M | 2.1M | ▲+33% Added · +523K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $81.7M | 1.5M | ▲+56% Added · +532K sh | Q1 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $76.3M | 1.4M | ▲+6.0% Added · +79K sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.7M | 1.0M | ▲+56% Added · +372K sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $40.3M | 725K | ▲+12% Added · +78K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $39.5M | 720K | ▲+53% Added · +250K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $34.9M | 636K | ▲+21% Added · +109K sh | Q1 2026 | |
| 10 | ADAMSBROWN WEALTH CONSULTANTS LLC | $37.7M | 625K | ▲+5.0% Added · +30K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $31.0M | 565K | ▲+92% Added · +270K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $30.7M | 560K | ▲+5.9% Added · +31K sh | Q1 2026 | |
| 13 | CWM, LLC | $29.6M | 539K | ▲+14% Added · +66K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $29.4M | 536K | ▲+496% Added · +446K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $28.1M | 513K | ▼−1.8% Reduced · −9K sh | Q1 2026 | |
| 16 | McIlrath & Eck, LLC | $25.0M | 456K | ▲+3.1% Added · +14K sh | Q1 2026 | |
| 17 | Whitaker-Myers Wealth Managers, LTD. | $26.1M | 432K | ▲+8.7% Added · +35K sh | Q2 2026 | |
| 18 | Insight Wealth Strategies, LLC | $23.1M | 386K | ▲+4.7% Added · +17K sh | Q2 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $19.6M | 358K | ▲71× Added · +353K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.5M | 341K | ▲+6.6% Added · +21K sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | $17.1M | 311K | ▲+12% Added · +34K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $17.0M | 310K | ▲+44% Added · +95K sh | Q1 2026 | |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $16.6M | 303K | ▲+714% Added · +266K sh | Q1 2026 | |
| 24 | Ameritas Advisory Services, LLC | $15.7M | 286K | ▲+79% Added · +126K sh | Q1 2026 | |
| 25 | Bucket List Wealth Management, LLC | $15.3M | 253K | ▲+18% Added · +38K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 64 funds | $18.1B |
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $17.0B |
| MICROSOFT CORPMSFT | 64 funds | $13.2B |
| ALPHABET INC-CL AGOOGL | 64 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $8.6B |
| VANGUARD S&P 500 ETFVOO | 64 funds | $8.3B |
| BROADCOM INCAVGO | 64 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 64 funds | $6.4B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $6.1B |
| ALPHABET INC-CL CGOOG | 64 funds | $5.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 64 funds | $5.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 64 funds | $3.9B |
Ranked by how many of IDMO'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 IDMO. 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.