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/IJJ/capital-change-brief"
Use Arkolith's capital_change_brief for IJJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $542.6M | 4.1M | ▲+7.5% Added · +284K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $535.4M | 4.0M | ▲+1.0% Added · +40K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $455.5M | 3.4M | ▼−2.5% Reduced · −88K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $318.3M | 2.4M | ▲+1.3% Added · +30K sh | Q1 2026 | |
| 5 | UBS Group AG | $296.4M | 2.2M | ▲+4.6% Added · +98K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $290.8M | 2.2M | ▲+18% Added · +333K sh | Q1 2026 | |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | $178.9M | 1.4M | ▲+0.7% Added · +10K sh | Q1 2026 | |
| 8 | D.A. DAVIDSON & CO. | $144.6M | 1.1M | ▲+3.6% Added · +38K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $122.3M | 923K | ▲+16% Added · +127K sh | Q1 2026 | |
| 10 | CULLEN/FROST BANKERS, INC. | $109.4M | 825K | ▼−0.7% Reduced · −6K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $102.3M | 772K | ▼−3.3% Reduced · −26K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $89.1M | 672K | ▼~0% Reduced · −185 sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $84.7M | 639K | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 14 | Financial Engines Advisors L.L.C. | $82.9M | 625K | ▼−5.6% Reduced · −37K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $79.6M | 600K | ▼−15% Reduced · −105K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $74.0M | 558K | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $56.7M | 438K | ▲+1.2% Added · +5K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $53.6M | 413K | ▲+43% Added · +124K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $54.0M | 408K | ▼−1.8% Reduced · −7K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $50.4M | 380K | ▼−10% Reduced · −43K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $45.2M | 341K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 22 | MAI Capital Management | $43.1M | 325K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 23 | MIDLAND WEALTH ADVISORS, LLC | $38.0M | 287K | ▼−6.8% Reduced · −21K sh | Q1 2026 | |
| 24 | Wilmington Savings Fund Society, FSB | $37.6M | 284K | ▼−4.3% Reduced · −13K sh | Q1 2026 | |
| 25 | BOKF, NA | $35.6M | 269K | ▲+0.2% Added · +593 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 |
|---|---|---|
| ALPHABET INC-CL CGOOG | 193 funds | $41.8B |
| APPLE INCAAPL | 192 funds | $92.8B |
| MICROSOFT CORPMSFT | 192 funds | $85.3B |
| ALPHABET INC-CL AGOOGL | 192 funds | $45.7B |
| EXXON MOBIL CORPXOM | 192 funds | $19.5B |
| AMAZON.COM INCAMZN | 191 funds | $61.0B |
| META PLATFORMS INC-CLASS AMETA | 191 funds | $34.3B |
| JPMORGAN CHASE & COJPM | 191 funds | $23.6B |
| VISA INC-CLASS A SHARESV | 191 funds | $20.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 191 funds | $16.6B |
| JOHNSON & JOHNSONJNJ | 190 funds | $16.5B |
| CHEVRON CORPCVX | 190 funds | $11.7B |
Ranked by how many of IJJ'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 IJJ. 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.