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/IDOG/capital-change-brief"
Use Arkolith's capital_change_brief for IDOG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $58.1M | 1.4M | ▼−1.4% Reduced · −19K sh | Q1 2026 | |
| 2 | Avantax Planning Partners, Inc. | $39.0M | 937K | ▼−0.6% Reduced · −5K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $36.3M | 871K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 4 | Focus Partners Advisor Solutions, LLC | $14.7M | 353K | ▼−0.1% Reduced · −376 sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $14.0M | 336K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $12.8M | 308K | ▲+2.9% Added · +9K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $11.6M | 279K | ▲+11% Added · +27K sh | Q1 2026 | |
| 8 | MGO ONE SEVEN LLC | $11.6M | 279K | ▲32× Added · +270K sh | Q1 2026 | |
| 9 | UBS Group AG | $11.2M | 270K | ▲+4.8% Added · +12K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $9.8M | 235K | ▲+4.0% Added · +9K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $6.1M | 146K | ▲+6.7% Added · +9K sh | Q1 2026 | |
| 12 | American Alpha Advisors, LLC | $5.6M | 134K | ▲+13% Added · +15K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $5.5M | 132K | ▲+139% Added · +77K sh | Q1 2026 | |
| 14 | Tenzing Financial LLC | $5.2M | 125K | ▲+0.3% Added · +379 sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 112K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 16 | ALPS ADVISORS INC | $4.1M | 98K | —Held | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $3.4M | 83K | ▲+24% Added · +16K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2.6M | 63K | ▲+17% Added · +9K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $2.6M | 63K | ▲+52% Added · +21K sh | Q1 2026 | |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 57K | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $2.3M | 55K | ▲New +55K sh | Q1 2026 | |
| 22 | OLD MISSION CAPITAL LLC | $1.6M | 38K | ▲+23% Added · +7K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $1.6M | 38K | ▲+23% Added · +7K sh | Q1 2026 | |
| 24 | Mariner, LLC | $1.3M | 31K | ▲+79% Added · +14K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 30K | ▲+26% Added · +6K 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.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 419 funds | $4.7B |
| SDOGmc | 117 funds | $403.6M |
| OUSAcommon | 93 funds | $319.3M |
| ENFRmc | 84 funds | $199.1M |
| OUSMmc | 82 funds | $480.8M |
| SMTHSMITH CORE PLUS | 56 funds | $2.1B |
| IDOGthis pageINTL SEC DV DOG | 54 funds | $280.4M |
| EQLMF Closed and MF Open | 49 funds | $301.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $7.5B |
| APPLE INCAAPL | 19 funds | $6.3B |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $6.2B |
| MICROSOFT CORPMSFT | 19 funds | $4.4B |
| AMAZON.COM INCAMZN | 19 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 19 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.5B |
| BROADCOM INCAVGO | 19 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 19 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $2.0B |
Ranked by how many of IDOG'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 IDOG. 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.