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/IDU/capital-change-brief"
Use Arkolith's capital_change_brief for IDU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIL Ltd | $212.2M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 2 | Destination Wealth Management | $70.4M | 606K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $68.5M | 590K | ▼−10% Reduced · −68K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $60.4M | 520K | ▼−43% Reduced · −397K sh | Q1 2026 | |
| 5 | PGIM Custom Harvest LLC | $50.7M | 436K | ▼−4.1% Reduced · −18K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $49.3M | 425K | ▲+5.0% Added · +20K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $42.9M | 369K | ▼−10% Reduced · −43K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $22.3M | 192K | ▼−18% Reduced · −43K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $17.3M | 149K | ▼−16% Reduced · −29K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $16.6M | 143K | ▼−36% Reduced · −80K sh | Q1 2026 | |
| 11 | LBMC INVESTMENT ADVISORS, LLC | $12.4M | 107K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 100K | ▼−6.1% Reduced · −7K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $11.5M | 99K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $11.2M | 96K | ▲+9.2% Added · +8K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $8.5M | 73K | ▼−20% Reduced · −19K sh | Q1 2026 | |
| 16 | AE Wealth Management LLC | $8.0M | 69K | ▼−28% Reduced · −27K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $7.9M | 68K | ▲+11% Added · +7K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $7.4M | 63K | ▼−6.6% Reduced · −4K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $7.2M | 62K | ▼−51% Reduced · −65K sh | Q1 2026 | |
| 20 | Arete Wealth Advisors, LLC | $7.0M | 60K | ▲New +60K sh | Q1 2026 | |
| 21 | UBS Group AG | $6.1M | 53K | ▲+9.5% Added · +5K sh | Q1 2026 | |
| 22 | FIRST NATIONAL BANK OF OMAHA | $5.7M | 49K | ▲+1.1% Added · +536 sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $5.3M | 46K | ▲New +46K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $5.2M | 45K | ▲+28% Added · +10K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 44K | ▲+1.5% Added · +658 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 | 96 funds | $27.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 96 funds | $24.2B |
| MICROSOFT CORPMSFT | 96 funds | $23.4B |
| JPMORGAN CHASE & COJPM | 96 funds | $11.4B |
| ALPHABET INC-CL CGOOG | 96 funds | $11.2B |
| JOHNSON & JOHNSONJNJ | 96 funds | $6.6B |
| EXXON MOBIL CORPXOM | 96 funds | $6.6B |
| COSTCO WHOLESALE CORPCOST | 96 funds | $6.3B |
| ELI LILLY & COLLY | 96 funds | $6.2B |
| VISA INC-CLASS A SHARESV | 96 funds | $6.1B |
| WALMART INCWMT | 96 funds | $6.1B |
| TESLA INCTSLA | 96 funds | $4.7B |
Ranked by how many of IDU'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 IDU. 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.