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/ILDR/capital-change-brief"
Use Arkolith's capital_change_brief for ILDR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $49.7M | 1.7M | ▼−1.6% Reduced · −28K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $8.1M | 273K | ▲+142% Added · +160K sh | Q1 2026 | |
| 3 | Mariner, LLC | $7.2M | 240K | ▼−8.0% Reduced · −21K sh | Q1 2026 | |
| 4 | Atria Investments, Inc | $7.2M | 240K | ▼−8.7% Reduced · −23K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $6.9M | 233K | ▲+15% Added · +31K sh | Q1 2026 | |
| 6 | HBW ADVISORY SERVICES LLC | $6.7M | 171K | ▲+16% Added · +23K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $3.8M | 127K | ▼−4.7% Reduced · −6K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 126K | ▲+34% Added · +32K sh | Q1 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $3.6M | 120K | ▲+471% Added · +99K sh | Q1 2026 | |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.5M | 119K | ▲New +119K sh | Q1 2026 | |
| 11 | Patriot Financial Group Insurance Agency, LLC | $4.6M | 116K | ▼−50% Reduced · −117K sh | Q2 2026 | |
| 12 | Sanctuary Advisors, LLC | $3.0M | 100K | ▲+42% Added · +30K sh | Q1 2026 | |
| 13 | Geneos Wealth Management Inc. | $2.7M | 91K | ▼−4.6% Reduced · −4K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $2.5M | 83K | ▲New +83K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $2.4M | 80K | ▲+490% Added · +66K sh | Q1 2026 | |
| 16 | Farther Finance Advisors, LLC | $2.4M | 79K | ▲+139% Added · +46K sh | Q1 2026 | |
| 17 | U.S. Capital Wealth Advisors, LLC | $2.3M | 76K | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 18 | Wealth Watch Advisors, INC | $2.2M | 74K | ▲+6.0% Added · +4K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $2.0M | 68K | ▲+22% Added · +12K sh | Q1 2026 | |
| 20 | Sigma Planning Corp | $2.0M | 67K | ▲+63% Added · +26K sh | Q1 2026 | |
| 21 | RFG Advisory, LLC | $2.3M | 57K | ▲+133% Added · +33K sh | Q2 2026 | |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.7M | 56K | ▼−21% Reduced · −15K sh | Q1 2026 | |
| 23 | Centennial Wealth Advisory LLC | $1.8M | 47K | ▲New +47K sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $1.3M | 44K | ▼−91% Reduced · −466K sh | Q1 2026 | |
| 25 | Pinnacle Financial Partners, Inc. | $1.3M | 42K | ▲+0.6% Added · +244 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 |
|---|---|---|
| NVIDIA CORPNVDA | 33 funds | $11.8B |
| ISHARES CORE S&P 500 ETFIVV | 33 funds | $8.9B |
| MICROSOFT CORPMSFT | 33 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 33 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $4.5B |
| BROADCOM INCAVGO | 33 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 33 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 33 funds | $3.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 33 funds | $2.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 33 funds | $2.3B |
| TESLA INCTSLA | 33 funds | $2.3B |
Ranked by how many of ILDR'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 ILDR. 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.