This stock 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/IHDG/capital-change-brief"
Use Arkolith's capital_change_brief for IHDG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $181.7M | 3.8M | ▼−11% Reduced · −470K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $164.7M | 3.4M | ▲+0.5% Added · +18K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $112.8M | 2.3M | ▼−10% Reduced · −273K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $83.5M | 1.7M | ▲+3.5% Added · +58K sh | Q1 2026 | |
| 5 | Falcon Wealth Planning | $52.3M | 999K | ▲+6.5% Added · +61K sh | Q2 2026 | |
| 6 | Ameritas Advisory Services, LLC | $46.9M | 973K | ▼−14% Reduced · −152K sh | Q1 2026 | |
| 7 | Creative Planning | $44.4M | 922K | ▼−5.2% Reduced · −51K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $41.9M | 869K | ▲+35% Added · +225K sh | Q1 2026 | |
| 9 | UBS Group AG | $38.8M | 806K | ▼−5.2% Reduced · −45K sh | Q1 2026 | |
| 10 | Trilogy Capital Inc. | $41.1M | 785K | ▲+1.5% Added · +12K sh | Q2 2026 | |
| 11 | STIFEL FINANCIAL CORP | $37.3M | 775K | ▼−5.2% Reduced · −43K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $36.8M | 764K | ▲+2.7% Added · +20K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $31.1M | 646K | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.6M | 490K | ▼−11% Reduced · −61K sh | Q1 2026 | |
| 15 | CAPITAL WEALTH MANAGEMENT, LLC | $23.7M | 452K | ▲+2.1% Added · +9K sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.5M | 406K | ▲57× Added · +398K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $18.1M | 375K | ▼−21% Reduced · −98K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $14.9M | 309K | ▼−20% Reduced · −76K sh | Q1 2026 | |
| 19 | Prepared Retirement Institute LLC | $12.9M | 269K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 20 | Dynamic Advisor Solutions LLC | $13.6M | 259K | ▲+8.1% Added · +19K sh | Q2 2026 | |
| 21 | Pathstone Holdings, LLC | $12.1M | 252K | ▼−2.2% Reduced · −6K sh | Q1 2026 | |
| 22 | Curi Capital, LLC | $11.9M | 247K | ▼−0.4% Reduced · −947 sh | Q1 2026 | |
| 23 | Trinity Wealth Management, LLC | $12.5M | 239K | ▼−0.1% Reduced · −272 sh | Q2 2026 | |
| 24 | VestGen Advisors, LLC | $11.4M | 229K | ▲+36% Added · +61K sh | Q1 2026 | |
| 25 | Solano Wealth Investment Advisors LLC | $10.9M | 225K | ▲+2.1% Added · +5K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 69 funds | $16.8B |
| MICROSOFT CORPMSFT | 69 funds | $15.7B |
| VANGUARD S&P 500 ETFVOO | 69 funds | $13.8B |
| ALPHABET INC-CL AGOOGL | 69 funds | $9.9B |
| VANGUARD GROWTH ETFVUG | 69 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 69 funds | $7.0B |
| VANGUARD VALUE ETFVTV | 69 funds | $6.9B |
| BROADCOM INCAVGO | 69 funds | $6.8B |
| ALPHABET INC-CL CGOOG | 69 funds | $6.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 69 funds | $6.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 69 funds | $5.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 69 funds | $5.0B |
Ranked by how many of IHDG'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IHDG. 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.