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/IJUL/capital-change-brief"
Use Arkolith's capital_change_brief for IJUL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BLAIR WILLIAM & CO/IL | $11.5M | 341K | —Held | Q1 2026 | |
| 2 | Berger Financial Group, Inc | $6.9M | 204K | ▼−2.6% Reduced · −5K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $6.6M | 194K | ▼−16% Reduced · −37K sh | Q1 2026 | |
| 4 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.3M | 187K | ▼−0.3% Reduced · −526 sh | Q1 2026 | |
| 5 | GTS FINANCIAL, LLC | $5.4M | 186K | ▲New +186K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 160K | ▼−5.3% Reduced · −9K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $4.1M | 122K | ▼−4.3% Reduced · −6K sh | Q1 2026 | |
| 8 | BIP Wealth, LLC | $3.3M | 97K | ▼−72% Reduced · −247K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.9M | 87K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 87K | ▼−14% Reduced · −14K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $2.4M | 70K | ▲+49% Added · +23K sh | Q1 2026 | |
| 12 | Stratos Wealth Advisors, LLC | $2.3M | 68K | —Held | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 67K | ▼−2.3% Reduced · −2K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | $2.2M | 66K | ▼−7.2% Reduced · −5K sh | Q1 2026 | |
| 15 | Talon Private Wealth, LLC | $1.9M | 56K | ▲New +56K sh | Q1 2026 | |
| 16 | Americana Partners, LLC | $1.9M | 56K | ▼−38% Reduced · −34K sh | Q1 2026 | |
| 17 | BFI Wealth Solutions, LLC | $1.9M | 55K | ▲+37% Added · +15K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 52K | ▼−37% Reduced · −30K sh | Q1 2026 | |
| 19 | SIGNATUREFD, LLC | $1.7M | 50K | —Held | Q1 2026 | |
| 20 | LPL Financial LLC | $1.7M | 49K | ▼−1.8% Reduced · −879 sh | Q1 2026 | |
| 21 | ACCESS FINANCIAL SERVICES, INC. | $1.7M | 47K | —Held | Q2 2026 | |
| 22 | Cresset Asset Management, LLC | $1.6M | 47K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 23 | OneDigital Investment Advisors LLC | $1.5M | 45K | ▲+11% Added · +5K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $1.4M | 43K | ▼−27% Reduced · −16K sh | Q1 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $1.4M | 41K | ▼−0.3% Reduced · −108 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $11.6B |
| APPLE INCAAPL | 34 funds | $9.4B |
| NVIDIA CORPNVDA | 34 funds | $7.4B |
| MICROSOFT CORPMSFT | 34 funds | $7.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $6.6B |
| VANGUARD S&P 500 ETFVOO | 34 funds | $6.1B |
| AMAZON.COM INCAMZN | 34 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 34 funds | $5.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 34 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 34 funds | $3.3B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 34 funds | $3.1B |
Ranked by how many of IJUL'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 IJUL. 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.