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/IEV/capital-change-brief"
Use Arkolith's capital_change_brief for IEV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $145.6M | 2.1M | ▲+7.6% Added · +151K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $80.4M | 1.2M | ▼−4.1% Reduced · −52K sh | Q1 2026 | |
| 3 | UBS Group AG | $56.3M | 828K | ▲+8.8% Added · +67K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $33.6M | 495K | ▲+7.0% Added · +33K sh | Q1 2026 | |
| 5 | BARINGS LLC | $31.9M | 469K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $25.0M | 367K | ▲+8.0% Added · +27K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $20.3M | 299K | ▼−26% Reduced · −105K sh | Q1 2026 | |
| 8 | DEUTSCHE BANK AG\ | $19.3M | 283K | ▲+0.1% Added · +214 sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $17.6M | 259K | ▲+9.1% Added · +22K sh | Q1 2026 | |
| 10 | Checchi Capital Advisers, LLC | $17.5M | 258K | ▲+377% Added · +204K sh | Q1 2026 | |
| 11 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $16.2M | 238K | ▼−72% Reduced · −618K sh | Q1 2026 | |
| 12 | Willis Johnson & Associates, Inc. | $13.5M | 199K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $13.4M | 197K | ▼−19% Reduced · −46K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $13.3M | 196K | ▲+163% Added · +121K sh | Q1 2026 | |
| 15 | Allianz Asset Management GmbH | $12.7M | 187K | ▲134× Added · +186K sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $7.9M | 117K | ▲+3.5% Added · +4K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $7.8M | 115K | ▼−18% Reduced · −25K sh | Q1 2026 | |
| 18 | Karpus Management, Inc. | $7.6M | 113K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | $6.8M | 100K | ▼−20% Reduced · −25K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $4.9M | 72K | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 21 | Barry Investment Advisors, LLC | $4.3M | 59K | ▼−4.5% Reduced · −3K sh | Q2 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $4.0M | 59K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 23 | CIBC Asset Management Inc | $4.0M | 59K | ▲+49% Added · +19K sh | Q1 2026 | |
| 24 | SCOTIA CAPITAL INC. | $3.6M | 53K | ▲+20% Added · +9K sh | Q1 2026 | |
| 25 | Aptus Capital Advisors, LLC | $3.6M | 53K | ▼−9.1% Reduced · −5K 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 | 88 funds | $24.3B |
| ALPHABET INC-CL CGOOG | 87 funds | $11.6B |
| BROADCOM INCAVGO | 87 funds | $10.3B |
| VISA INC-CLASS A SHARESV | 87 funds | $6.9B |
| ELI LILLY & COLLY | 87 funds | $6.5B |
| COSTCO WHOLESALE CORPCOST | 87 funds | $6.3B |
| EXXON MOBIL CORPXOM | 87 funds | $5.6B |
| TESLA INCTSLA | 87 funds | $5.1B |
| MASTERCARD INC - AMA | 87 funds | $4.7B |
| CHEVRON CORPCVX | 87 funds | $4.3B |
| HOME DEPOT INCHD | 87 funds | $4.2B |
| APPLE INCAAPL | 86 funds | $29.3B |
Ranked by how many of IEV'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 IEV. 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.