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/IJK/capital-change-brief"
Use Arkolith's capital_change_brief for IJK. 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 | $783.8M | 7.8M | ▲+7.9% Added · +570K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $590.5M | 5.9M | ▼−1.1% Reduced · −68K sh | Q1 2026 | |
| 3 | FMR LLC | $462.9M | 4.6M | ▲+10% Added · +425K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $363.5M | 3.6M | ▼−0.3% Reduced · −12K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $217.6M | 2.2M | ▼−4.9% Reduced · −111K sh | Q1 2026 | |
| 6 | UBS Group AG | $209.9M | 2.1M | ▼−4.3% Reduced · −93K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $197.4M | 2.0M | ▲+5.0% Added · +93K sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $194.6M | 1.9M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $148.7M | 1.5M | ▼−20% Reduced · −359K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $144.2M | 1.4M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 11 | Financial Engines Advisors L.L.C. | $123.9M | 1.2M | ▼−6.0% Reduced · −79K sh | Q1 2026 | |
| 12 | D.A. DAVIDSON & CO. | $123.4M | 1.2M | ▲+2.8% Added · +33K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $113.1M | 1.1M | ▼−0.8% Reduced · −9K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111.7M | 1.1M | ▲+2.2% Added · +24K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $95.5M | 950K | ▲+16% Added · +128K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $95.2M | 946K | ▼−3.1% Reduced · −30K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $87.8M | 903K | ▲+2.0% Added · +18K sh | Q1 2026 | |
| 18 | MAI Capital Management | $72.7M | 723K | ▼−0.1% Reduced · −833 sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $59.5M | 591K | ▼−2.7% Reduced · −17K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $56.8M | 575K | ▲+35% Added · +149K sh | Q1 2026 | |
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | $56.2M | 559K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $55.5M | 552K | ▲+3.2% Added · +17K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $54.2M | 539K | ▼−7.3% Reduced · −42K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $53.4M | 531K | ▲+6.0% Added · +30K sh | Q1 2026 | |
| 25 | Joel Isaacson & Co., LLC | $49.9M | 496K | ▼−1.2% Reduced · −6K 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 | 213 funds | $105.6B |
| APPLE INCAAPL | 212 funds | $115.3B |
| ALPHABET INC-CL CGOOG | 212 funds | $48.4B |
| NVIDIA CORPNVDA | 211 funds | $133.6B |
| AMAZON.COM INCAMZN | 211 funds | $74.5B |
| ALPHABET INC-CL AGOOGL | 211 funds | $61.5B |
| JPMORGAN CHASE & COJPM | 211 funds | $31.2B |
| VISA INC-CLASS A SHARESV | 211 funds | $27.4B |
| CHEVRON CORPCVX | 211 funds | $17.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 211 funds | $17.1B |
| MCDONALD'S CORPMCD | 211 funds | $8.7B |
| BROADCOM INCAVGO | 210 funds | $51.8B |
Ranked by how many of IJK'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 IJK. 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.