Among active 13F managers last quarter, 6 opened and 10 added, while 15 reduced; the largest holder to move was Evergreen Capital Management LLC (+1.7%).
99 tracked 13F filers disclose a position in IFLN as of the latest SEC 13F filings, a combined $149.0M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company | 1.7M | $29.9M | ▲+1.9% Added · +31K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 852K | $15.3M | ▼−14% Reduced · −139K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | 738K | $13.2M | ▼−47% Reduced · −658K sh | Q1 2026 | |
| 4 | Evergreen Capital Management LLC | 693K | $12.7M | ▲+1.7% Added · +12K sh | Q2 2026 | |
| 5 | Morgan Stanley | 413K | $7.4M | ▲+2.4% Added · +10K sh | Q1 2026 | |
| 6 | Revolve Wealth Partners, LLC | 320K | $5.9M | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 7 | Blueline Advisors LLC | 309K | $5.7M | ▲+3.9% Added · +12K sh | Q2 2026 | |
| 8 | Truist Financial Corp | 302K | $5.4M | ▲+3.9% Added · +11K sh | Q1 2026 | |
| 9 | Envestnet Asset Management Inc | 293K | $5.3M | ▼−14% Reduced · −49K sh | Q1 2026 | |
| 10 | Bank Of America Corp | 271K | $4.9M | ▲+1.3% Added · +4K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 240K | $4.3M | ▲+269% Added · +175K sh | Q1 2026 | |
| 12 | Curry Webb Wealth Management LLC | 173K | $3.2M | ▼−11% Reduced · −21K sh | Q2 2026 | |
| 13 | Vontobel Holding Ltd. | 169K | $3.1M | ▼−0.3% Reduced · −468 sh | Q2 2026 | |
| 14 | Global Retirement Partners, LLC | 160K | $2.9M | ▲+6.0% Added · +9K sh | Q2 2026 | |
| 15 | Asset Allocation Strategies LLC | 118K | $2.2M | ▼−43% Reduced · −90K sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 111K | $2.0M | ▼−5.2% Reduced · −6K sh | Q1 2026 | |
| 17 | UBS Group AG | 104K | $1.9M | ▲+155% Added · +63K sh | Q1 2026 | |
| 18 | Omega Financial Group, LLC | 103K | $1.9M | ▼~0% Reduced · −4 sh | Q2 2026 | |
| 19 | Islay Capital Management, LLC | 87K | $1.6M | ▼−47% Reduced · −79K sh | Q2 2026 | |
| 20 | Lido Advisors, LLC | 76K | $1.4M | ▼−1.8% Reduced · −1K sh | Q2 2026 | |
| 21 | Csenge Advisory Group | 62K | $1.1M | ▲+10% Added · +6K sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 49K | $876K | ▼−0.2% Reduced · −93 sh | Q1 2026 | |
| 23 | Great Waters Wealth Management | 48K | $870K | ▼−2.0% Reduced · −962 sh | Q2 2026 | |
| 24 | Highland Investment Advisors LLC | 45K | $831K | ▲New +45K sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | 45K | $808K | ▼−0.2% Reduced · −105 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.
Last quarter, 6 funds opened a new position in IFLN and 10 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 48 funds | $57.4B |
| Apple IncAAPL | 48 funds | $45.2B |
| Microsoft CorpMSFT | 48 funds | $42.4B |
| Amazon.com IncAMZN | 47 funds | $30.4B |
| Alphabet Inc-CL AGOOGL | 47 funds | $26.4B |
| Alphabet Inc-CL CGOOG | 47 funds | $16.3B |
| Johnson & JohnsonJNJ | 47 funds | $8.5B |
| Meta Platforms Inc-Class AMETA | 46 funds | $13.8B |
| JPMorgan Chase & CoJPM | 46 funds | $11.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 46 funds | $5.5B |
| Costco Wholesale CorpCOST | 46 funds | $5.1B |
| Ishares Core S&P 500 ETFIVV | 46 funds | $4.2B |
Ranked by how many of IFLN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IFLN.
No filings captured for this ticker in the live stream yet.
Connected entities for IFLN
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/IFLN/capital-change-brief"
Use Arkolith's capital_change_brief for IFLN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IFLN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.