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/IHAK/capital-change-brief"
Use Arkolith's capital_change_brief for IHAK. 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/ | $71.9M | 1.6M | ▼−9.1% Reduced · −165K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $35.3M | 808K | ▲+105% Added · +414K sh | Q1 2026 | |
| 3 | Annex Advisory Services, LLC | $28.9M | 476K | ▲New +476K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $14.7M | 337K | ▲+1.8% Added · +6K sh | Q1 2026 | |
| 5 | Wharton Business Group, LLC | $13.9M | 318K | ▲+3.7% Added · +11K sh | Q1 2026 | |
| 6 | UBS Group AG | $12.6M | 288K | ▼−3.8% Reduced · −11K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $6.2M | 142K | ▲+4.0% Added · +6K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.0M | 136K | ▲+699% Added · +119K sh | Q1 2026 | |
| 9 | SCOTIA CAPITAL INC. | $5.7M | 129K | ▼−22% Reduced · −37K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 85K | ▲+0.7% Added · +584 sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $3.0M | 70K | ▲New +70K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $2.5M | 57K | ▲+9.3% Added · +5K sh | Q1 2026 | |
| 13 | Aprio Wealth Management, LLC | $2.3M | 53K | ▼−1.4% Reduced · −733 sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $2.2M | 51K | ▲+27% Added · +11K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $2.2M | 50K | ▼−56% Reduced · −63K sh | Q1 2026 | |
| 16 | NorthRock Partners, LLC | $2.1M | 47K | ▼−0.1% Reduced · −33 sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 44K | ▼−19% Reduced · −11K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $1.9M | 43K | ▼−22% Reduced · −12K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.8M | 42K | ▼−2.3% Reduced · −998 sh | Q1 2026 | |
| 20 | Gladstone Institutional Advisory LLC | $1.7M | 39K | ▲New +39K sh | Q1 2026 | |
| 21 | Lido Advisors, LLC | $1.7M | 39K | ▲+5.2% Added · +2K sh | Q1 2026 | |
| 22 | AE Wealth Management LLC | $1.6M | 37K | ▲+31% Added · +9K sh | Q1 2026 | |
| 23 | RAINIER FAMILY WEALTH INC | $2.1M | 35K | ▲+6.5% Added · +2K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $1.4M | 31K | ▲+535% Added · +26K sh | Q1 2026 | |
| 25 | Baird Financial Group, Inc. | $1.3M | 29K | ▼−48% Reduced · −27K 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 |
|---|---|---|
| APPLE INCAAPL | 51 funds | $19.3B |
| NVIDIA CORPNVDA | 51 funds | $19.0B |
| MICROSOFT CORPMSFT | 51 funds | $15.7B |
| AMAZON.COM INCAMZN | 51 funds | $12.0B |
| ALPHABET INC-CL AGOOGL | 51 funds | $10.2B |
| ALPHABET INC-CL CGOOG | 51 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 51 funds | $6.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 51 funds | $5.7B |
| VISA INC-CLASS A SHARESV | 51 funds | $4.0B |
| JOHNSON & JOHNSONJNJ | 51 funds | $3.9B |
| ELI LILLY & COLLY | 51 funds | $3.5B |
Ranked by how many of IHAK'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 IHAK. 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.