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/IDUB/capital-change-brief"
Use Arkolith's capital_change_brief for IDUB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $181.3M | 7.3M | ▲+3.2% Added · +227K sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $111.5M | 4.5M | ▲+43% Added · +1.4M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $41.3M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 4 | Second Line Capital, LLC | $37.2M | 1.4M | ▲+2.4% Added · +32K sh | Q1 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $4.6M | 185K | ▲+31% Added · +44K sh | Q1 2026 | |
| 6 | Regal Investment Advisors LLC | $3.2M | 129K | ▲+2.3% Added · +3K sh | Q1 2026 | |
| 7 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.3M | 120K | ▼−4.8% Reduced · −6K sh | Q2 2026 | |
| 8 | Tailwinds Wealth, LLC | $2.6M | 96K | ▲New +96K sh | Q2 2026 | |
| 9 | MARIPAU WEALTH MANAGEMENT LLC | $2.3M | 93K | ▲+6.7% Added · +6K sh | Q1 2026 | |
| 10 | Atria Investments, Inc | $2.2M | 90K | ▼−5.3% Reduced · −5K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $825K | 33K | ▼−43% Reduced · −26K sh | Q1 2026 | |
| 12 | Talon Private Wealth, LLC | $774K | 31K | ▼−76% Reduced · −100K sh | Q1 2026 | |
| 13 | RFG Advisory, LLC | $704K | 26K | ▼−46% Reduced · −22K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $553K | 22K | ▼−6.9% Reduced · −2K sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | $506K | 20K | ▲+8.3% Added · +2K sh | Q1 2026 | |
| 16 | Town Capital LLC | $453K | 18K | ▼−44% Reduced · −14K sh | Q1 2026 | |
| 17 | Valeo Financial Advisors, LLC | $338K | 12K | ▲New +12K sh | Q2 2026 | |
| 18 | Retirement Planning Group, LLC | $244K | 10K | ▼−57% Reduced · −13K sh | Q1 2026 | |
| 19 | XY Planning Network, Inc. | $271K | 10K | ▲+1.3% Added · +122 sh | Q2 2026 | |
| 20 | JANE STREET GROUP, LLC | $230K | 9K | ▼−58% Reduced · −13K sh | Q1 2026 | |
| 21 | BOKF, NA | $141K | 6K | —Held | Q1 2026 | |
| 22 | WHITTIER TRUST CO | $120K | 5K | —Held | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | $97K | 4K | ▲New +4K sh | Q1 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $84K | 3K | ▲New +3K sh | Q1 2026 | |
| 25 | GUARDIAN WEALTH ADVISORS, LLC / NC | $37K | 2K | ▲New +2K 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 |
|---|---|---|
| BGIGmc | 64 funds | $454.1M |
| SMIGFUND | 48 funds | $775.7M |
| IDUBthis pagecommon | 33 funds | $394.8M |
| JUCYMF Closed and MF Open | 30 funds | $221.8M |
| TRFMETP | 27 funds | $105.6M |
| DUBScommon | 26 funds | $302.7M |
| DSMCETF | 21 funds | $34.5M |
| RIETHOYA CAPT HI DIV | 21 funds | $5.9M |
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 |
|---|---|---|
| APPLE INCAAPL | 14 funds | $5.4B |
| NVIDIA CORPNVDA | 14 funds | $4.9B |
| MICROSOFT CORPMSFT | 14 funds | $4.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $3.4B |
| AMAZON.COM INCAMZN | 14 funds | $3.1B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.6B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $2.6B |
| BROADCOM INCAVGO | 14 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.7B |
Ranked by how many of IDUB'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 IDUB. 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.