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/IDV/capital-change-brief"
Use Arkolith's capital_change_brief for IDV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $608.5M | 14.3M | ▲+7.5% Added · +1.0M sh | Q1 2026 | |
| 2 | Gallagher Fiduciary Advisors, LLC | Withheld | 9.1M | ▲40× Added · +8.9M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $381.6M | 9.0M | ▲+20% Added · +1.5M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $226.5M | 5.3M | ▲+19% Added · +851K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $189.0M | 4.4M | ▲+11% Added · +453K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $173.2M | 4.1M | ▲+0.7% Added · +29K sh | Q1 2026 | |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $164.9M | 3.9M | ▲+2.1% Added · +81K sh | Q1 2026 | |
| 8 | UBS Group AG | $158.5M | 3.7M | ▲+27% Added · +803K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $141.9M | 3.3M | ▲+19% Added · +532K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $122.2M | 2.9M | ▲+8.2% Added · +218K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $104.4M | 2.5M | ▲+13% Added · +289K sh | Q1 2026 | |
| 12 | US BANCORP \DE\ | $90.4M | 2.1M | ▲+3.7% Added · +76K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $74.2M | 1.7M | ▲+7.5% Added · +121K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $61.9M | 1.5M | ▲+9.3% Added · +124K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $59.2M | 1.4M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.0M | 1.2M | ▲+6.5% Added · +73K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $48.5M | 1.1M | ▲+12% Added · +126K sh | Q1 2026 | |
| 18 | ALLIANCEBERNSTEIN L.P. | $43.9M | 1.1M | ▲+5.2% Added · +56K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $46.1M | 1.1M | ▲+5.0% Added · +53K sh | Q1 2026 | |
| 20 | SCOTIA CAPITAL INC. | $44.7M | 1.1M | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $42.1M | 990K | ▲+5.9% Added · +55K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $39.7M | 934K | ▲+12% Added · +96K sh | Q1 2026 | |
| 23 | GDS Wealth Management | $39.7M | 933K | ▲+4.5% Added · +40K sh | Q1 2026 | |
| 24 | Orion Porfolio Solutions, LLC | $35.8M | 841K | ▼−5.3% Reduced · −48K sh | Q1 2026 | |
| 25 | One Capital Management, LLC | $35.3M | 829K | ▲+177% Added · +529K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 171 funds | $33.5B |
| JPMORGAN CHASE & COJPM | 171 funds | $15.2B |
| EXXON MOBIL CORPXOM | 171 funds | $8.8B |
| CHEVRON CORPCVX | 171 funds | $6.1B |
| PROCTER & GAMBLE CO/THEPG | 171 funds | $4.6B |
| NVIDIA CORPNVDA | 170 funds | $40.3B |
| BROADCOM INCAVGO | 170 funds | $16.8B |
| ALPHABET INC-CL CGOOG | 170 funds | $14.5B |
| JOHNSON & JOHNSONJNJ | 170 funds | $9.3B |
| WALMART INCWMT | 170 funds | $8.4B |
| VISA INC-CLASS A SHARESV | 170 funds | $8.2B |
| COSTCO WHOLESALE CORPCOST | 170 funds | $8.1B |
Ranked by how many of IDV'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 IDV. 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.