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/IETC/capital-change-brief"
Use Arkolith's capital_change_brief for IETC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | $92.1M | 858K | ▲+18% Added · +134K sh | Q2 2026 | |
| 2 | Kozak & Associates, Inc. | $49.2M | 465K | ▼−29% Reduced · −189K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $27.2M | 308K | ▲+4.4% Added · +13K sh | Q1 2026 | |
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.5M | 119K | ▲+15% Added · +16K sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $8.7M | 98K | ▲+123% Added · +54K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $8.5M | 97K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $7.3M | 86K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 8 | Hoese & Co LLP | $8.2M | 77K | ▲+4.3% Added · +3K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.1M | 68K | ▼−8.1% Reduced · −6K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | $5.9M | 67K | ▲New +67K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $4.0M | 45K | ▼−15% Reduced · −8K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $3.6M | 41K | ▲+85% Added · +19K sh | Q1 2026 | |
| 13 | TRUIST FINANCIAL CORP | $3.4M | 39K | ▼−18% Reduced · −8K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1M | 35K | ▼−57% Reduced · −46K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 34K | ▲+55% Added · +12K sh | Q1 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $2.9M | 33K | ▲New +33K sh | Q1 2026 | |
| 17 | Brown Financial Advisors | $2.6M | 29K | ▲+2.1% Added · +587 sh | Q1 2026 | |
| 18 | Paladin Wealth, LLC | $2.9M | 27K | ▲+21% Added · +5K sh | Q2 2026 | |
| 19 | GTS SECURITIES LLC | $2.3M | 26K | ▲New +26K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $2.2M | 25K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 24K | ▲+122% Added · +13K sh | Q1 2026 | |
| 22 | Advisors Capital Management, LLC | $1.6M | 18K | ▲+12% Added · +2K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 17K | ▲+41% Added · +5K sh | Q1 2026 | |
| 24 | Shira Ridge Wealth Management | $1.7M | 16K | ▼−4.3% Reduced · −733 sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $1.3M | 14K | ▼−35% Reduced · −8K 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 |
|---|---|---|
| NEARmc | 224 funds | $2.1B |
| MEARmc | 131 funds | $878.4M |
| COMTINDX FD | 106 funds | $365.5M |
| IETCthis pagemc | 80 funds | $279.5M |
| LQDHINT RT HDG C B | 70 funds | $253.2M |
| HYGHmc | 62 funds | $134.0M |
| CMDYmc | 49 funds | $257.1M |
| IGBHINT RT HD LONG | 36 funds | $74.2M |
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 |
|---|---|---|
| NVIDIA CORPNVDA | 40 funds | $14.8B |
| MICROSOFT CORPMSFT | 40 funds | $12.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 40 funds | $8.0B |
| JPMORGAN CHASE & COJPM | 40 funds | $6.1B |
| BROADCOM INCAVGO | 40 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 40 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $5.2B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 40 funds | $3.6B |
| VANGUARD VALUE ETFVTV | 40 funds | $3.5B |
| VISA INC-CLASS A SHARESV | 40 funds | $3.2B |
Ranked by how many of IETC'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 IETC. 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.