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/IGM/capital-change-brief"
Use Arkolith's capital_change_brief for IGM. 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/ | $397.3M | 3.4M | ▼−12% Reduced · −437K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $276.5M | 2.3M | ▼−2.4% Reduced · −58K sh | Q1 2026 | |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $343.9M | 2.1M | ▲+13% Added · +244K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $211.1M | 1.8M | ▲+6.2% Added · +104K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $207.7M | 1.8M | ▼−1.2% Reduced · −21K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $171.8M | 1.4M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $140.1M | 1.2M | ▼−51% Reduced · −1.3M sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $146.3M | 1.2M | ▼−2.9% Reduced · −36K sh | Q1 2026 | |
| 9 | Equitable Holdings, Inc. | Withheld | 1.1M | ▼−33% Reduced · −534K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $120.8M | 1.0M | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 11 | Cerity Partners LLC | $112.9M | 952K | ▲+1.0% Added · +10K sh | Q1 2026 | |
| 12 | WestEnd Advisors, LLC | $99.1M | 836K | ▲+1.5% Added · +12K sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $96.2M | 812K | ▲+3.5% Added · +27K sh | Q1 2026 | |
| 14 | Destination Wealth Management | $73.6M | 621K | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 15 | UBS Group AG | $66.9M | 564K | ▲+10% Added · +51K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $64.8M | 547K | ▼−29% Reduced · −219K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $58.3M | 492K | ▲+1.5% Added · +7K sh | Q1 2026 | |
| 18 | Mirae Asset Global Investments Co., Ltd. | $57.2M | 482K | ▲+82% Added · +217K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $45.4M | 383K | ▼−9.7% Reduced · −41K sh | Q1 2026 | |
| 20 | PGIM Custom Harvest LLC | $43.7M | 369K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 21 | FIL Ltd | $39.8M | 336K | ▲New +336K sh | Q1 2026 | |
| 22 | VICTORY CAPITAL MANAGEMENT INC | $34.6M | 292K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $34.1M | 288K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 24 | Allworth Financial LP | $27.6M | 232K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 25 | Lido Advisors, LLC | $27.2M | 229K | ▼−2.5% Reduced · −6K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 160 funds | $34.0B |
| VISA INC-CLASS A SHARESV | 160 funds | $8.5B |
| TESLA INCTSLA | 160 funds | $7.0B |
| ALPHABET INC-CL AGOOGL | 159 funds | $21.9B |
| BROADCOM INCAVGO | 159 funds | $16.1B |
| JPMORGAN CHASE & COJPM | 159 funds | $15.7B |
| ALPHABET INC-CL CGOOG | 159 funds | $15.7B |
| META PLATFORMS INC-CLASS AMETA | 159 funds | $14.1B |
| ELI LILLY & COLLY | 159 funds | $9.5B |
| COSTCO WHOLESALE CORPCOST | 159 funds | $8.3B |
| APPLE INCAAPL | 158 funds | $44.0B |
| NVIDIA CORPNVDA | 158 funds | $40.5B |
Ranked by how many of IGM'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 IGM. 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.