| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $69.9M | 1.1M | ▲+36% Added · +295K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $62.9M | 999K | ▲+103% Added · +507K sh | Q1 2026 | |
| 3 | CITIZENS & NORTHERN CORP | $24.0M | 428K | ▼−8.9% Reduced · −42K sh | Q2 2026 | |
| 4 | CWM, LLC | $20.0M | 317K | ▲+16% Added · +44K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $17.1M | 272K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $17.1M | 272K | ▲+7.7% Added · +19K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $16.8M | 267K | ▲+18% Added · +40K sh | Q1 2026 | |
| 8 | Wealthcare Advisory Partners LLC | $14.7M | 262K | ▲+14% Added · +32K sh | Q2 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $13.7M | 218K | ▲+41% Added · +63K sh | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $12.3M | 196K | ▲+18% Added · +30K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $12.2M | 194K | ▼−30% Reduced · −83K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 174K | ▼−12% Reduced · −24K sh | Q1 2026 | |
| 13 | UBS Group AG | $10.6M | 169K | ▲+155% Added · +103K sh | Q1 2026 | |
| 14 | Ameritas Investment Partners, Inc. | $9.6M | 152K | ▼−0.4% Reduced · −655 sh | Q1 2026 | |
| 15 | BNP PARIBAS FINANCIAL MARKETS | $9.5M | 150K | ▲+49% Added · +50K sh | Q1 2026 | |
| 16 | Norris Financial Group, LLC | $8.9M | 142K | ▲New +142K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $8.6M | 136K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 18 | Karpus Management, Inc. | $8.0M | 127K | ▲New +127K sh | Q1 2026 | |
| 19 | D.A. DAVIDSON & CO. | $7.7M | 122K | ▲+4.8% Added · +6K sh | Q1 2026 | |
| 20 | Pure Financial Advisors, LLC | $6.7M | 106K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 21 | Factor Wealth Management LTD | $5.9M | 104K | ▲+7.6% Added · +7K sh | Q2 2026 | |
| 22 | Allianz Asset Management GmbH | $4.1M | 65K | ▲New +65K sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $4.0M | 64K | ▼−94% Reduced · −921K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $3.7M | 58K | ▼−24% Reduced · −18K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $3.6M | 57K | ▲+1.2% Added · +663 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 58 funds | $18.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 58 funds | $15.7B |
| MICROSOFT CORPMSFT | 58 funds | $14.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 58 funds | $4.8B |
| ELI LILLY & COLLY | 58 funds | $3.7B |
| HOME DEPOT INCHD | 58 funds | $2.7B |
| ABBVIE INCABBV | 58 funds | $2.5B |
| ORACLE CORPORCL | 58 funds | $1.5B |
| WALT DISNEY CO/THEDIS | 58 funds | $919.2M |
| NVIDIA CORPNVDA | 57 funds | $18.3B |
| VANGUARD S&P 500 ETFVOO | 57 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 57 funds | $9.8B |
Ranked by how many of IGE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/IGE/capital-change-brief"
Use Arkolith's capital_change_brief for IGE. 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 IGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.