Among active 13F managers last quarter, 5 opened and 10 added, while 7 reduced; the largest holder to move was City Of London Investment Management Co Ltd (+41%).
63 tracked 13F filers disclose a position in IFN as of the latest SEC 13F filings, a combined $58.5M 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 | Morgan Stanley | 1.2M | $14.1M | ▲+6.5% Added · +76K sh | Q1 2026 | |
| 2 | City Of London Investment Management Co Ltd | 820K | $9.6M | ▲+41% Added · +239K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 624K | $7.1M | ▲+11% Added · +61K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 291K | $3.3M | ▲+23% Added · +53K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 268K | $3.0M | ▲+52% Added · +92K sh | Q1 2026 | |
| 6 | UBS Group AG | 247K | $2.8M | ▲+4.2% Added · +10K sh | Q1 2026 | |
| 7 | STRS Ohio | 240K | $2.7M | —Held | Q1 2026 | |
| 8 | Lazard Asset Management LLC | 208K | $2.4M | ▼−6.2% Reduced · −14K sh | Q1 2026 | |
| 9 | Royal Bank Of Canada | 136K | $1.5M | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 89K | $1.0M | ▲+8.8% Added · +7K sh | Q1 2026 | |
| 11 | Rivernorth Capital Management, LLC | 84K | $986K | ▲Added Added · +84K sh | Q2 2026 | |
| 12 | Advocate Investing Services LLC | 84K | $983K | ▼−13% Reduced · −12K sh | Q2 2026 | |
| 13 | Bank Of America Corp | 63K | $709K | ▲+27% Added · +13K sh | Q1 2026 | |
| 14 | Wells Fargo & Company | 52K | $590K | ▼−46% Reduced · −44K sh | Q1 2026 | |
| 15 | Focus Partners Wealth | 49K | $557K | ▲+18% Added · +8K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 44K | $495K | ▲+48% Added · +14K sh | Q1 2026 | |
| 17 | Public Employees Retirement System Of Ohio | 42K | $496K | ▲+7.7% Added · +3K sh | Q2 2026 | |
| 18 | EP Wealth Advisors, LLC | 38K | $452K | ▼−31% Reduced · −18K sh | Q2 2026 | |
| 19 | Readystate Asset Management LP | 34K | $405K | ▲New +34K sh | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 34K | $403K | ▲+12% Added · +4K sh | Q2 2026 | |
| 21 | Robertson Stephens Wealth Management, LLC | 34K | $394K | ▼−29% Reduced · −14K sh | Q2 2026 | |
| 22 | Indivisible Partners | 32K | $372K | ▲New +32K sh | Q2 2026 | |
| 23 | Composition Wealth, LLC | 31K | $366K | ▲+63% Added · +12K sh | Q2 2026 | |
| 24 | CIBC World Market Inc. | 29K | $328K | ▼−58% Reduced · −41K sh | Q1 2026 | |
| 25 | Schnieders Capital Management, LLC. | 29K | $335K | ▼−7.8% Reduced · −2K sh | Q2 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, 5 funds opened a new position in IFN and 10 added to an existing one, while 7 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 |
|---|---|---|
| Apple IncAAPL | 30 funds | $6.0B |
| Microsoft CorpMSFT | 30 funds | $4.5B |
| Amazon.com IncAMZN | 29 funds | $3.6B |
| Alphabet Inc-CL AGOOGL | 28 funds | $2.7B |
| Alphabet Inc-CL CGOOG | 28 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 28 funds | $2.2B |
| Chevron CorpCVX | 28 funds | $630.7M |
| Nvidia CorpNVDA | 27 funds | $4.9B |
| Meta Platforms Inc-Class AMETA | 27 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $1.1B |
| Johnson & JohnsonJNJ | 27 funds | $1.0B |
| Tesla IncTSLA | 27 funds | $691.3M |
Ranked by how many of IFN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IFN.
Connected entities for IFN
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.