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/ILOW/capital-change-brief"
Use Arkolith's capital_change_brief for ILOW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $1.0B | 24.1M | ▲+5.2% Added · +1.2M sh | Q1 2026 | |
| 2 | JOHNSON INVESTMENT COUNSEL INC | $219.7M | 5.2M | ▲+5.1% Added · +251K sh | Q1 2026 | |
| 3 | BBR PARTNERS, LLC | $201.7M | 4.7M | ▲+11% Added · +465K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.2M | 872K | ▲+368% Added · +686K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $30.0M | 704K | ▲+19% Added · +114K sh | Q1 2026 | |
| 6 | HB Wealth Management, LLC | $13.8M | 323K | ▼−18% Reduced · −68K sh | Q1 2026 | |
| 7 | Stratos Wealth Partners, LTD. | $11.7M | 273K | ▲+15% Added · +35K sh | Q1 2026 | |
| 8 | CWM, LLC | $3.6M | 85K | ▲+16% Added · +12K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $2.2M | 51K | ▼−90% Reduced · −489K sh | Q1 2026 | |
| 10 | CIBC Bancorp USA Inc. | $1.7M | 39K | ▲New +39K sh | Q1 2026 | |
| 11 | BANK OF MONTREAL /CAN/ | $1.2M | 28K | ▼−44% Reduced · −22K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 28K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 13 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.2M | 27K | ▲New +27K sh | Q1 2026 | |
| 14 | Cresset Asset Management, LLC | $1.1M | 26K | ▲New +26K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.1M | 26K | ▼−58% Reduced · −36K sh | Q1 2026 | |
| 16 | Next Level Private LLC | $1.0M | 22K | ▼−1.9% Reduced · −425 sh | Q2 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $939K | 22K | ▼−17% Reduced · −5K sh | Q1 2026 | |
| 18 | ALTERNA WEALTH MANAGEMENT, INC | $907K | 20K | —Held | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $806K | 19K | ▲+14% Added · +2K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $681K | 16K | ▼−6.2% Reduced · −1K sh | Q1 2026 | |
| 21 | Keel Point, LLC | $591K | 14K | ▲New +14K sh | Q1 2026 | |
| 22 | RITHOLTZ WEALTH MANAGEMENT | $564K | 13K | ▼−0.8% Reduced · −105 sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $470K | 11K | ▲New +11K sh | Q1 2026 | |
| 24 | Lido Advisors, LLC | $392K | 9K | —Held | Q1 2026 | |
| 25 | Kingsview Wealth Management, LLC | $382K | 9K | ▲New +9K 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.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 70 funds | $963.3M |
| SYFISHORT DURATION H | 60 funds | $689.5M |
| YEARULTRA SHORT INCM | 58 funds | $1.2B |
| FWDSTOK | 57 funds | $1.5B |
| ILOWthis pageMF Closed and MF Open | 41 funds | $1.6B |
| TAFMTAX AWARE INTERM | 39 funds | $485.8M |
| HYFIMF Closed and MF Open | 38 funds | $247.2M |
| CAMFUND | 36 funds | $959.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $10.8B |
| APPLE INCAAPL | 18 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $10.2B |
| NVIDIA CORPNVDA | 18 funds | $9.9B |
| MICROSOFT CORPMSFT | 18 funds | $7.5B |
| AMAZON.COM INCAMZN | 18 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 18 funds | $5.3B |
| BROADCOM INCAVGO | 18 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 18 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 18 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $3.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 18 funds | $3.1B |
Ranked by how many of ILOW'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 ILOW. 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.