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/IJR/capital-change-brief"
Use Arkolith's capital_change_brief for IJR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.4B | 43.4M | ▲+2.0% Added · +876K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $4.2B | 33.8M | ▲+0.6% Added · +210K sh | Q1 2026 | |
| 3 | FMR LLC | $2.9B | 23.6M | ▲+10% Added · +2.2M sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $2.4B | 19.9M | ▲+22% Added · +3.6M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $2.3B | 18.2M | ▲+0.9% Added · +169K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.2B | 17.9M | ▲+9.4% Added · +1.5M sh | Q1 2026 | |
| 7 | LPL Financial LLC | $2.1B | 16.6M | ▼−5.0% Reduced · −887K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $1.8B | 14.7M | ▼−1.6% Reduced · −235K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.8B | 14.1M | ▲+0.3% Added · +43K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $1.5B | 11.8M | ▼−2.1% Reduced · −253K sh | Q1 2026 | |
| 11 | UBS Group AG | $1.3B | 10.2M | ▲+6.0% Added · +577K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $1.2B | 9.6M | ▲+1.2% Added · +114K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $1.1B | 9.0M | ▲+5.8% Added · +492K sh | Q1 2026 | |
| 14 | Financial Engines Advisors L.L.C. | $959.7M | 7.7M | ▼−1.3% Reduced · −101K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $941.0M | 7.6M | ▼−4.9% Reduced · −388K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $919.8M | 7.4M | ▲+1.5% Added · +113K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $819.0M | 6.6M | ▲+1.8% Added · +115K sh | Q1 2026 | |
| 18 | First Command Advisory Services, Inc. | $809.6M | 6.5M | ▲+0.7% Added · +43K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $803.5M | 6.5M | ▲+5.4% Added · +330K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $654.3M | 5.3M | ▼−16% Reduced · −973K sh | Q1 2026 | |
| 21 | GLENMEDE TRUST CO NA | $620.5M | 5.0M | ▲+0.7% Added · +35K sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $611.3M | 4.9M | ▲+5.9% Added · +273K sh | Q1 2026 | |
| 23 | US BANCORP \DE\ | $604.3M | 4.9M | ▼−0.8% Reduced · −38K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $528.5M | 4.3M | ▼−6.5% Reduced · −294K sh | Q1 2026 | |
| 25 | REGIONS FINANCIAL CORP | $498.7M | 4.0M | ▲~0% Added · +1K 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 | 433 funds | $170.5B |
| MICROSOFT CORPMSFT | 432 funds | $161.8B |
| AMAZON.COM INCAMZN | 430 funds | $117.8B |
| NVIDIA CORPNVDA | 429 funds | $212.9B |
| ALPHABET INC-CL CGOOG | 426 funds | $67.8B |
| ALPHABET INC-CL AGOOGL | 425 funds | $109.6B |
| JPMORGAN CHASE & COJPM | 421 funds | $47.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 420 funds | $34.1B |
| META PLATFORMS INC-CLASS AMETA | 419 funds | $68.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 419 funds | $27.1B |
| EXXON MOBIL CORPXOM | 416 funds | $35.9B |
| JOHNSON & JOHNSONJNJ | 416 funds | $33.1B |
Ranked by how many of IJR'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 IJR. 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.