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/IFRA/capital-change-brief"
Use Arkolith's capital_change_brief for IFRA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $557.4M | 9.7M | ▼−3.5% Reduced · −356K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $132.0M | 2.3M | ▲+14% Added · +278K sh | Q1 2026 | |
| 3 | Wharton Business Group, LLC | $98.6M | 1.7M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $70.6M | 1.2M | ▲+7.4% Added · +85K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $61.6M | 1.1M | ▲+53% Added · +371K sh | Q1 2026 | |
| 6 | Mariner, LLC | $60.5M | 1.1M | ▲+3.0% Added · +31K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $47.7M | 834K | ▲+5.0% Added · +40K sh | Q1 2026 | |
| 8 | HSBC HOLDINGS PLC | $43.4M | 759K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $34.8M | 609K | ▲+50% Added · +203K sh | Q1 2026 | |
| 10 | Wellspring Financial Advisors, LLC | $32.3M | 564K | ▲44× Added · +551K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.5M | 498K | ▲+2.9% Added · +14K sh | Q1 2026 | |
| 12 | Creative Planning | $24.8M | 434K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $23.5M | 410K | ▼−15% Reduced · −71K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $22.9M | 406K | ▲+136% Added · +234K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $23.1M | 404K | ▲+18% Added · +61K sh | Q1 2026 | |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | $22.4M | 392K | ▲+5.6% Added · +21K sh | Q1 2026 | |
| 17 | Curi Capital, LLC | $21.0M | 367K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 18 | VAN ECK ASSOCIATES CORP | Withheld | 365K | ▲+232% Added · +255K sh | Q1 2026 | |
| 19 | UBS Group AG | $20.3M | 354K | ▲+7.8% Added · +26K sh | Q1 2026 | |
| 20 | Compound Planning, Inc. | $19.0M | 332K | ▼−1.7% Reduced · −6K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $17.9M | 313K | ▲+11% Added · +32K sh | Q1 2026 | |
| 22 | EVERGREEN CAPITAL MANAGEMENT LLC | $17.5M | 307K | ▲+3.0% Added · +9K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 304K | ▼−6.7% Reduced · −22K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $12.7M | 222K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 25 | Wealthcare Advisory Partners LLC | $13.0M | 206K | ▲+14% Added · +25K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 114 funds | $28.1B |
| MICROSOFT CORPMSFT | 114 funds | $23.9B |
| JPMORGAN CHASE & COJPM | 114 funds | $10.5B |
| ALPHABET INC-CL CGOOG | 114 funds | $10.3B |
| META PLATFORMS INC-CLASS AMETA | 114 funds | $10.1B |
| JOHNSON & JOHNSONJNJ | 114 funds | $8.1B |
| VISA INC-CLASS A SHARESV | 114 funds | $6.7B |
| ELI LILLY & COLLY | 114 funds | $6.6B |
| COSTCO WHOLESALE CORPCOST | 114 funds | $5.8B |
| HOME DEPOT INCHD | 114 funds | $4.2B |
| CHEVRON CORPCVX | 114 funds | $3.8B |
| CATERPILLAR INCCAT | 114 funds | $3.6B |
Ranked by how many of IFRA'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 IFRA. 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.