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/IEF/capital-change-brief"
Use Arkolith's capital_change_brief for IEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $14.0B | 147.0M | ▲+9.1% Added · +12.2M sh | Q1 2026 | |
| 2 | FMR LLC | $3.3B | 35.0M | ▲+0.8% Added · +264K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $3.3B | 34.7M | ▲+1.6% Added · +532K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $2.2B | 22.9M | ▲+70% Added · +9.4M sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $1.8B | 18.5M | ▲+23% Added · +3.4M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.4B | 14.8M | ▲+16% Added · +2.0M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.2B | 12.8M | ▼−25% Reduced · −4.3M sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $804.4M | 8.4M | ▼−0.7% Reduced · −58K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $649.1M | 6.8M | ▲+9.6% Added · +597K sh | Q1 2026 | |
| 10 | Blue Trust, Inc. | $618.1M | 6.5M | ▲+5.8% Added · +355K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $568.6M | 6.0M | ▲+15% Added · +788K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $463.0M | 4.9M | ▲+5.3% Added · +242K sh | Q1 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $422.3M | 4.4M | ▼−22% Reduced · −1.2M sh | Q1 2026 | |
| 14 | UBS Group AG | $398.5M | 4.2M | ▲+0.1% Added · +4K sh | Q1 2026 | |
| 15 | Richard Bernstein Advisors LLC | $350.6M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 16 | BlackRock, Inc. | $347.5M | 3.6M | ▲+58% Added · +1.3M sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $327.5M | 3.4M | ▲Added Added · +3.4M sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $323.4M | 3.4M | ▲+250% Added · +2.4M sh | Q1 2026 | |
| 19 | Bank Julius Baer & Co. Ltd, Zurich | $302.0M | 3.2M | ▼−6.4% Reduced · −218K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $290.6M | 3.0M | ▼−9.0% Reduced · −301K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $260.0M | 2.7M | ▲+1.1% Added · +30K sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $246.7M | 2.6M | ▲+30% Added · +598K sh | Q1 2026 | |
| 23 | Mutual Advisors, LLC | $207.1M | 2.2M | ▲+2.9% Added · +60K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $182.7M | 1.9M | ▲+11% Added · +184K sh | Q1 2026 | |
| 25 | Cerity Partners OCIO LLC | $180.3M | 1.9M | ▼−8.3% Reduced · −172K 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 | 250 funds | $145.5B |
| NVIDIA CORPNVDA | 248 funds | $193.5B |
| ALPHABET INC-CL AGOOGL | 248 funds | $90.6B |
| AMAZON.COM INCAMZN | 247 funds | $104.9B |
| META PLATFORMS INC-CLASS AMETA | 246 funds | $58.5B |
| ALPHABET INC-CL CGOOG | 245 funds | $60.8B |
| JPMORGAN CHASE & COJPM | 245 funds | $40.5B |
| APPLE INCAAPL | 244 funds | $156.8B |
| BROADCOM INCAVGO | 244 funds | $73.9B |
| VISA INC-CLASS A SHARESV | 244 funds | $35.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 244 funds | $28.3B |
| ELI LILLY & COLLY | 241 funds | $43.2B |
Ranked by how many of IEF'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 IEF. 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.