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/IHE/capital-change-brief"
Use Arkolith's capital_change_brief for IHE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $239.9M | 2.8M | ▼−2.1% Reduced · −58K sh | Q1 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $59.7M | 689K | ▲+7.3% Added · +47K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $41.6M | 480K | ▲+1.6% Added · +8K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $39.6M | 457K | ▲+2.8% Added · +13K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $31.6M | 376K | ▲+77% Added · +163K sh | Q1 2026 | |
| 6 | Aptus Capital Advisors, LLC | $24.8M | 287K | ▲3k× Added · +286K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $14.8M | 170K | ▲+24% Added · +32K sh | Q1 2026 | |
| 8 | Insight Wealth Strategies, LLC | $12.1M | 123K | ▲+3.3% Added · +4K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $10.1M | 116K | ▼−26% Reduced · −41K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $9.5M | 109K | ▲+675% Added · +95K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $6.9M | 80K | ▼−3.6% Reduced · −3K sh | Q1 2026 | |
| 12 | BROWN ADVISORY INC | $6.5M | 75K | —Held | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $6.1M | 70K | ▲+37% Added · +19K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $5.8M | 67K | ▲+19% Added · +11K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 60K | ▲22× Added · +58K sh | Q1 2026 | |
| 16 | Concurrent Investment Advisors, LLC | $5.0M | 57K | ▲20× Added · +54K sh | Q1 2026 | |
| 17 | BNP PARIBAS FINANCIAL MARKETS | $4.6M | 53K | ▼−48% Reduced · −50K sh | Q1 2026 | |
| 18 | Accurate Wealth Management, LLC | $4.8M | 48K | ▲New +48K sh | Q2 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $4.1M | 47K | ▲+83% Added · +21K sh | Q1 2026 | |
| 20 | AdvisorNet Financial, Inc | $3.6M | 41K | ▲+2.5% Added · +983 sh | Q1 2026 | |
| 21 | UBS Group AG | $3.4M | 40K | ▲+2.2% Added · +870 sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $3.2M | 37K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $3.2M | 37K | ▲+38% Added · +10K sh | Q1 2026 | |
| 24 | FFG Partners, LLC | $3.5M | 36K | ▲+887% Added · +32K sh | Q2 2026 | |
| 25 | Merit Financial Group, LLC | $2.7M | 31K | —Held | 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 |
|---|---|---|
| NVIDIA CORPNVDA | 57 funds | $17.8B |
| ISHARES CORE S&P 500 ETFIVV | 57 funds | $16.6B |
| MICROSOFT CORPMSFT | 57 funds | $15.4B |
| ALPHABET INC-CL AGOOGL | 57 funds | $9.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 57 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 57 funds | $7.2B |
| BROADCOM INCAVGO | 57 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 57 funds | $6.4B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $6.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 57 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 57 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 57 funds | $3.8B |
Ranked by how many of IHE'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 IHE. 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.