| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $14.1M | 1.2M | ▲+6.5% Added · +76K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $7.1M | 624K | ▲+11% Added · +61K sh | Q1 2026 | |
| 3 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $6.6M | 581K | ▼−67% Reduced · −1.2M sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.3M | 291K | ▲+23% Added · +53K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $3.0M | 268K | ▲+52% Added · +92K sh | Q1 2026 | |
| 6 | UBS Group AG | $2.8M | 247K | ▲+4.2% Added · +10K sh | Q1 2026 | |
| 7 | STRS OHIO | $2.7M | 240K | —Held | Q1 2026 | |
| 8 | LAZARD ASSET MANAGEMENT LLC | $2.4M | 208K | ▼−6.2% Reduced · −14K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $1.5M | 136K | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 89K | ▲+8.8% Added · +7K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $709K | 63K | ▲+27% Added · +13K sh | Q1 2026 | |
| 12 | EP Wealth Advisors, LLC | $634K | 56K | ▼−5.1% Reduced · −3K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $590K | 52K | ▼−46% Reduced · −44K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $557K | 49K | ▲+18% Added · +8K sh | Q1 2026 | |
| 15 | Robertson Stephens Wealth Management, LLC | $538K | 48K | ▲+90% Added · +23K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $495K | 44K | ▲+48% Added · +14K sh | Q1 2026 | |
| 17 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $443K | 39K | ▼−30% Reduced · −17K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $348K | 31K | ▲+7.4% Added · +2K sh | Q1 2026 | |
| 19 | CIBC WORLD MARKET INC. | $328K | 29K | ▼−58% Reduced · −41K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $283K | 25K | ▲+6.2% Added · +1K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $275K | 24K | ▲New +24K sh | Q1 2026 | |
| 22 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $277K | 24K | ▲+3.4% Added · +773 sh | Q2 2026 | |
| 23 | XTX Topco Ltd | $263K | 23K | ▼−52% Reduced · −25K sh | Q1 2026 | |
| 24 | Calamos Advisors LLC | $234K | 21K | ▲+14% Added · +2K sh | Q1 2026 | |
| 25 | Composition Wealth, LLC | $216K | 19K | ▲+2.0% Added · +369 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 |
|---|---|---|
| APPLE INCAAPL | 23 funds | $12.7B |
| MICROSOFT CORPMSFT | 23 funds | $9.2B |
| NVIDIA CORPNVDA | 22 funds | $13.8B |
| AMAZON.COM INCAMZN | 22 funds | $8.2B |
| ALPHABET INC-CL AGOOGL | 22 funds | $6.2B |
| BROADCOM INCAVGO | 22 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 22 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 22 funds | $4.0B |
| TESLA INCTSLA | 22 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 22 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 22 funds | $2.4B |
Ranked by how many of IFN's institutional holders also hold each name, a cross-fund conviction signal.
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/IFN/capital-change-brief"
Use Arkolith's capital_change_brief for IFN. 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 IFN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.