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/IGRO/capital-change-brief"
Use Arkolith's capital_change_brief for IGRO. 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 | $65.7M | 784K | ▲+20% Added · +130K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $63.4M | 757K | ▼−3.8% Reduced · −30K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $61.6M | 735K | ▲+3.1% Added · +22K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $40.3M | 480K | ▲+4.2% Added · +19K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $38.5M | 459K | ▲+9.0% Added · +38K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $33.5M | 400K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $21.2M | 254K | ▲+173% Added · +161K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $15.5M | 191K | ▲+43% Added · +58K sh | Q1 2026 | |
| 9 | Baltimore-Washington Financial Advisors, Inc. | $15.3M | 182K | ▲+8.6% Added · +14K sh | Q1 2026 | |
| 10 | UBS Group AG | $14.3M | 170K | ▼−22% Reduced · −48K sh | Q1 2026 | |
| 11 | Sanctuary Advisors, LLC | $14.0M | 167K | ▲+97% Added · +82K sh | Q1 2026 | |
| 12 | FIFTH THIRD SECURITIES, INC. | $13.9M | 158K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $12.1M | 145K | ▲+289% Added · +108K sh | Q1 2026 | |
| 14 | Confluence Wealth Services, Inc. | $12.0M | 143K | ▲+5.3% Added · +7K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $11.1M | 133K | ▲+11% Added · +13K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $9.0M | 107K | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 17 | MAI Capital Management | $8.0M | 95K | ▲+8.5% Added · +7K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $7.9M | 94K | ▲+34% Added · +24K sh | Q1 2026 | |
| 19 | WealthPlan Investment Management, LLC | $7.8M | 94K | ▼−44% Reduced · −74K sh | Q1 2026 | |
| 20 | TrueWealth Advisors, LLC | $7.8M | 89K | ▲+0.4% Added · +325 sh | Q2 2026 | |
| 21 | Atria Investments, Inc | $6.7M | 80K | ▲New +80K sh | Q1 2026 | |
| 22 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $7.0M | 78K | ▲+4.6% Added · +3K sh | Q2 2026 | |
| 23 | BAILARD, INC. | $6.3M | 75K | ▲+4.4% Added · +3K sh | Q1 2026 | |
| 24 | Northwest & Ethical Investments L.P. | $6.2M | 74K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $6.1M | 73K | ▲+0.4% Added · +273 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 | 72 funds | $14.8B |
| ALPHABET INC-CL AGOOGL | 72 funds | $9.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 72 funds | $9.2B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $6.8B |
| ALPHABET INC-CL CGOOG | 72 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 72 funds | $6.5B |
| JOHNSON & JOHNSONJNJ | 72 funds | $3.4B |
| HOME DEPOT INCHD | 72 funds | $2.6B |
| CATERPILLAR INCCAT | 72 funds | $2.1B |
| PEPSICO INCPEP | 72 funds | $1.2B |
| NVIDIA CORPNVDA | 71 funds | $19.7B |
| APPLE INCAAPL | 71 funds | $19.6B |
Ranked by how many of IGRO'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 IGRO. 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.