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/IGR/capital-change-brief"
Use Arkolith's capital_change_brief for IGR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $38.9M | 8.9M | ▼−9.2% Reduced · −897K sh | Q1 2026 | |
| 2 | UBS Group AG | $24.8M | 5.7M | ▼−2.8% Reduced · −164K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $12.8M | 2.9M | ▲+29% Added · +660K sh | Q1 2026 | |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $9.8M | 2.2M | ▲+13% Added · +253K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $7.9M | 1.8M | ▼−13% Reduced · −277K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $5.6M | 1.3M | ▲+2.9% Added · +36K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $5.0M | 1.1M | ▲+1.9% Added · +22K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $3.6M | 815K | ▲+46% Added · +257K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $3.4M | 769K | ▲+18% Added · +116K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $1.8M | 406K | ▲+8.0% Added · +30K sh | Q1 2026 | |
| 11 | Cooper Financial Group | $1.2M | 266K | ▲+1.6% Added · +4K sh | Q2 2026 | |
| 12 | 180 WEALTH ADVISORS, LLC | $1.1M | 234K | ▲+6.1% Added · +13K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $1.0M | 230K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $995K | 227K | ▲+20% Added · +38K sh | Q1 2026 | |
| 15 | GUGGENHEIM CAPITAL LLC | $934K | 213K | ▼−1.3% Reduced · −3K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $746K | 170K | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $665K | 152K | ▼−17% Reduced · −31K sh | Q1 2026 | |
| 18 | Mariner, LLC | $551K | 127K | ▼−7.2% Reduced · −10K sh | Q1 2026 | |
| 19 | READYSTATE ASSET MANAGEMENT LP | $452K | 103K | ▼−93% Reduced · −1.3M sh | Q1 2026 | |
| 20 | IHT Wealth Management, LLC | $408K | 93K | —Held | Q1 2026 | |
| 21 | Moors & Cabot, Inc. | $329K | 75K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 22 | Compound Planning, Inc. | $322K | 73K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 23 | Merit Financial Group, LLC | $313K | 71K | ▼−9.6% Reduced · −8K sh | Q1 2026 | |
| 24 | FIFTH THIRD BANCORP | $304K | 69K | ▲23× Added · +66K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $273K | 59K | ▼−1.8% Reduced · −1K 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 | 46 funds | $13.3B |
| MICROSOFT CORPMSFT | 46 funds | $10.1B |
| BROADCOM INCAVGO | 46 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 46 funds | $3.0B |
| TESLA INCTSLA | 46 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 46 funds | $2.3B |
| CHEVRON CORPCVX | 46 funds | $2.2B |
| HOME DEPOT INCHD | 46 funds | $2.1B |
| GENERAL ELECTRICGE | 46 funds | $1.4B |
| EMERSON ELECTRIC COEMR | 46 funds | $606.2M |
| KLA CORPKLAC | 46 funds | $591.4M |
| CVS HEALTH CORPCVS | 46 funds | $581.7M |
Ranked by how many of IGR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IGR. 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.