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/IEI/capital-change-brief"
Use Arkolith's capital_change_brief for IEI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $2.2B | 18.8M | ▲+6.3% Added · +1.1M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $1.1B | 9.2M | ▲+40% Added · +2.6M sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $501.9M | 4.2M | ▼−1.3% Reduced · −56K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $454.9M | 3.8M | ▼−1.0% Reduced · −38K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $397.6M | 3.4M | ▲+9.8% Added · +300K sh | Q1 2026 | |
| 6 | FMR LLC | $373.2M | 3.1M | ▲+260% Added · +2.3M sh | Q1 2026 | |
| 7 | UBS Group AG | $354.0M | 3.0M | ▲+31% Added · +713K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $338.6M | 2.9M | ▲+2.5% Added · +71K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $337.2M | 2.8M | ▲+4.4% Added · +120K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $324.5M | 2.7M | ▲+11% Added · +282K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $285.1M | 2.4M | ▲+10% Added · +228K sh | Q1 2026 | |
| 12 | Bank Julius Baer & Co. Ltd, Zurich | $275.0M | 2.3M | ▼−13% Reduced · −361K sh | Q1 2026 | |
| 13 | WIT, LLC | $268.5M | 2.3M | ▲+8.4% Added · +175K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $255.3M | 2.2M | ▲+2.7% Added · +57K sh | Q1 2026 | |
| 15 | Mariner, LLC | $241.6M | 2.0M | ▲+312% Added · +1.5M sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $236.7M | 2.0M | ▲+1.4% Added · +27K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $233.5M | 2.0M | ▲+0.7% Added · +14K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $189.2M | 1.6M | ▲+4.7% Added · +71K sh | Q1 2026 | |
| 19 | BlackRock, Inc. | $159.5M | 1.3M | ▼−17% Reduced · −273K sh | Q1 2026 | |
| 20 | HUNTINGTON NATIONAL BANK | $151.1M | 1.3M | ▲+18% Added · +193K sh | Q1 2026 | |
| 21 | WestEnd Advisors, LLC | $143.0M | 1.2M | ▲+2.8% Added · +33K sh | Q1 2026 | |
| 22 | Creative Planning | $139.6M | 1.2M | ▼−5.6% Reduced · −70K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $132.0M | 1.1M | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 24 | Dynasty Wealth Management, LLC | $128.7M | 1.1M | ▼−7.3% Reduced · −85K sh | Q1 2026 | |
| 25 | Facet Wealth, Inc. | $124.5M | 1.0M | ▲+8.6% Added · +83K 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 | 194 funds | $102.5B |
| AMAZON.COM INCAMZN | 194 funds | $74.8B |
| ALPHABET INC-CL CGOOG | 194 funds | $42.4B |
| JPMORGAN CHASE & COJPM | 194 funds | $28.4B |
| APPLE INCAAPL | 192 funds | $109.2B |
| ALPHABET INC-CL AGOOGL | 192 funds | $64.4B |
| NVIDIA CORPNVDA | 191 funds | $132.8B |
| META PLATFORMS INC-CLASS AMETA | 190 funds | $41.5B |
| JOHNSON & JOHNSONJNJ | 190 funds | $21.8B |
| COSTCO WHOLESALE CORPCOST | 189 funds | $15.7B |
| HOME DEPOT INCHD | 189 funds | $15.2B |
| BROADCOM INCAVGO | 188 funds | $53.8B |
Ranked by how many of IEI'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 IEI. 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.