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/IDVO/capital-change-brief"
Use Arkolith's capital_change_brief for IDVO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $81.2M | 2.0M | ▲+48% Added · +649K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $31.6M | 782K | ▲+71% Added · +325K sh | Q1 2026 | |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $25.4M | 627K | ▼−14% Reduced · −98K sh | Q1 2026 | |
| 4 | Sequoia Financial Advisors, LLC | $20.0M | 495K | ▼−4.6% Reduced · −24K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $20.0M | 494K | ▲+44% Added · +151K sh | Q1 2026 | |
| 6 | Principle Wealth Partners LLC | $17.1M | 421K | ▲+242% Added · +298K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $16.5M | 409K | ▲+49% Added · +134K sh | Q1 2026 | |
| 8 | UBS Group AG | $13.7M | 338K | ▲+17% Added · +48K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 215K | ▲+238% Added · +151K sh | Q1 2026 | |
| 10 | Elmwood Wealth Management, Inc. | $8.6M | 205K | ▲+1.8% Added · +4K sh | Q2 2026 | |
| 11 | EverSource Wealth Advisors, LLC | $6.3M | 156K | ▲+278% Added · +115K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $5.6M | 138K | ▲+23% Added · +26K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $5.5M | 136K | ▲+13% Added · +15K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $5.3M | 131K | ▲+10% Added · +12K sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 115K | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 16 | IAM Advisory, LLC | $4.4M | 104K | ▲+4.4% Added · +4K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $4.0M | 98K | ▲+44% Added · +30K sh | Q1 2026 | |
| 18 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.8M | 91K | ▲+0.9% Added · +783 sh | Q2 2026 | |
| 19 | Visionary Wealth Advisors | $3.3M | 81K | ▲+11% Added · +8K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $3.0M | 75K | ▲New +75K sh | Q1 2026 | |
| 21 | Proficio Capital Partners LLC | $2.6M | 63K | ▲+124% Added · +35K sh | Q1 2026 | |
| 22 | SAGESPRING WEALTH PARTNERS, LLC | $2.4M | 59K | ▲New +59K sh | Q1 2026 | |
| 23 | Retirement Planning Group, LLC | $2.3M | 56K | ▲New +56K sh | Q1 2026 | |
| 24 | OLD MISSION CAPITAL LLC | $2.2M | 54K | ▲New +54K sh | Q1 2026 | |
| 25 | Financial Insights, Inc. | $2.1M | 51K | ▲+27% Added · +11K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $11.6B |
| NVIDIA CORPNVDA | 37 funds | $10.5B |
| APPLE INCAAPL | 37 funds | $9.7B |
| MICROSOFT CORPMSFT | 37 funds | $7.4B |
| AMAZON.COM INCAMZN | 37 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 37 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 37 funds | $4.0B |
| BROADCOM INCAVGO | 37 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 37 funds | $3.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 37 funds | $3.4B |
Ranked by how many of IDVO'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 IDVO. 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.