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/IEZ/capital-change-brief"
Use Arkolith's capital_change_brief for IEZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | $31.0M | 1.1M | ▲49× Added · +1.1M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $29.2M | 1.0M | ▲+119% Added · +550K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $15.0M | 519K | ▲+793% Added · +461K sh | Q1 2026 | |
| 4 | Advisory Services Network, LLC | $14.6M | 503K | ▲New +503K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $14.5M | 501K | ▲+162% Added · +309K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $12.3M | 426K | ▲15× Added · +398K sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $11.8M | 409K | ▲New +409K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $11.7M | 405K | ▲124× Added · +402K sh | Q1 2026 | |
| 9 | UBS Group AG | $6.5M | 225K | ▲+712% Added · +197K sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $5.1M | 177K | ▲+52% Added · +61K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 175K | ▼−2.6% Reduced · −5K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $3.6M | 123K | ▲+42% Added · +36K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $3.2M | 111K | ▲+48% Added · +36K sh | Q1 2026 | |
| 14 | VestGen Advisors, LLC | $3.5M | 110K | ▲New +110K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $3.1M | 108K | ▲New +108K sh | Q1 2026 | |
| 16 | Prospera Financial Services Inc | $2.5M | 91K | ▼−82% Reduced · −405K sh | Q2 2026 | |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 87K | ▼−29% Reduced · −36K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.5M | 86K | ▲+18% Added · +13K sh | Q1 2026 | |
| 19 | Tudor Financial Inc. | $2.3M | 79K | ▲12× Added · +73K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $2.2M | 76K | ▲New +76K sh | Q1 2026 | |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 64K | ▼−4.0% Reduced · −3K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 62K | ▲+29% Added · +14K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $1.4M | 50K | ▲+93% Added · +24K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $1.2M | 40K | ▲Added Added · +40K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 39K | ▼−4.1% Reduced · −2K 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 | 30 funds | $11.6B |
| ALPHABET INC-CL AGOOGL | 30 funds | $7.5B |
| BROADCOM INCAVGO | 30 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 30 funds | $5.2B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $5.2B |
| VISA INC-CLASS A SHARESV | 30 funds | $3.2B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $3.1B |
| ELI LILLY & COLLY | 30 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.9B |
| CHEVRON CORPCVX | 30 funds | $2.2B |
| MASTERCARD INC - AMA | 30 funds | $2.1B |
| CATERPILLAR INCCAT | 30 funds | $1.7B |
Ranked by how many of IEZ'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 IEZ. 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.