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/IJS/capital-change-brief"
Use Arkolith's capital_change_brief for IJS. 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 | $380.3M | 3.2M | ▲+3.5% Added · +109K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $373.0M | 3.1M | ▼−2.9% Reduced · −94K sh | Q1 2026 | |
| 3 | FMR LLC | $193.3M | 1.6M | ▲+23% Added · +310K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $169.7M | 1.4M | ▲+14% Added · +173K sh | Q1 2026 | |
| 5 | UBS Group AG | $129.5M | 1.1M | ▲+3.7% Added · +39K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $103.0M | 870K | ▼−2.9% Reduced · −26K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $100.3M | 846K | ▲+19% Added · +137K sh | Q1 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | $91.8M | 775K | ▼−1.2% Reduced · −10K sh | Q1 2026 | |
| 9 | Modera Wealth Management, LLC | $84.3M | 712K | ▼−3.7% Reduced · −28K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $69.8M | 590K | ▲+60% Added · +221K sh | Q1 2026 | |
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | $65.7M | 555K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 12 | M&T BANK CORP | $65.3M | 551K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $65.3M | 551K | ▲+6.5% Added · +33K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $59.7M | 504K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $56.1M | 474K | ▼−3.8% Reduced · −18K sh | Q1 2026 | |
| 16 | Modern Wealth Management, LLC | $48.9M | 412K | ▲120× Added · +408K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $47.4M | 400K | ▲+27% Added · +85K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.5M | 376K | ▼−1.7% Reduced · −7K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $43.7M | 375K | ▲+11% Added · +38K sh | Q1 2026 | |
| 20 | REGIONS FINANCIAL CORP | $43.5M | 367K | ▼−4.0% Reduced · −15K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $38.0M | 328K | ▲+2.4% Added · +8K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $35.9M | 303K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $35.6M | 300K | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 24 | EXENCIAL WEALTH ADVISORS, LLC | $33.1M | 280K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $32.9M | 277K | ▲+76% Added · +120K 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 | 216 funds | $38.4B |
| JPMORGAN CHASE & COJPM | 216 funds | $17.7B |
| JOHNSON & JOHNSONJNJ | 216 funds | $10.3B |
| VISA INC-CLASS A SHARESV | 215 funds | $9.6B |
| ABBVIE INCABBV | 215 funds | $6.6B |
| NVIDIA CORPNVDA | 214 funds | $44.3B |
| ALPHABET INC-CL AGOOGL | 214 funds | $24.8B |
| ALPHABET INC-CL CGOOG | 214 funds | $18.1B |
| ELI LILLY & COLLY | 214 funds | $12.1B |
| EXXON MOBIL CORPXOM | 214 funds | $10.5B |
| COSTCO WHOLESALE CORPCOST | 214 funds | $8.9B |
| CHEVRON CORPCVX | 214 funds | $7.1B |
Ranked by how many of IJS'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 IJS. 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.