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/IMCG/capital-change-brief"
Use Arkolith's capital_change_brief for IMCG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $236.8M | 3.0M | ▼−2.4% Reduced · −75K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $205.1M | 2.6M | ▲+6.3% Added · +155K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $100.8M | 1.3M | ▲+11% Added · +130K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $80.6M | 1.0M | ▲+5.7% Added · +55K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $74.3M | 944K | ▲+2.9% Added · +27K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $74.5M | 931K | ▲+15% Added · +121K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $65.2M | 827K | ▼−1.7% Reduced · −14K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $45.2M | 574K | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $44.7M | 568K | ▲+2.8% Added · +16K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $38.2M | 484K | ▲+2.5% Added · +12K sh | Q1 2026 | |
| 11 | Mariner, LLC | $37.6M | 477K | ▲+5.8% Added · +26K sh | Q1 2026 | |
| 12 | UBS Group AG | $35.3M | 449K | ▲+3.5% Added · +15K sh | Q1 2026 | |
| 13 | Avior Wealth Management, LLC | $35.1M | 446K | ▼−29% Reduced · −180K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $32.6M | 414K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 15 | Arax Advisory Partners | $22.8M | 289K | ▲+5.9% Added · +16K sh | Q1 2026 | |
| 16 | Orgel Wealth Management, LLC | $27.9M | 284K | ▼−2.5% Reduced · −7K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $21.2M | 269K | ▼−0.3% Reduced · −884 sh | Q1 2026 | |
| 18 | ECLECTIC ASSOCIATES INC /ADV | $25.9M | 264K | ▲+6.1% Added · +15K sh | Q2 2026 | |
| 19 | CAPITAL WEALTH MANAGEMENT, LLC | $23.9M | 244K | ▲+7.3% Added · +17K sh | Q2 2026 | |
| 20 | Equitable Holdings, Inc. | $16.5M | 207K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 21 | Steele Capital Management, Inc. | $16.1M | 204K | ▲+0.3% Added · +556 sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $12.8M | 162K | ▼−12% Reduced · −22K sh | Q1 2026 | |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $12.0M | 153K | ▼−0.5% Reduced · −711 sh | Q1 2026 | |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $11.0M | 140K | ▲+9.5% Added · +12K sh | Q1 2026 | |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $10.9M | 139K | ▲+6.8% Added · +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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 101 funds | $19.8B |
| VANGUARD S&P 500 ETFVOO | 101 funds | $13.9B |
| ALPHABET INC-CL AGOOGL | 101 funds | $12.8B |
| JPMORGAN CHASE & COJPM | 101 funds | $8.9B |
| ALPHABET INC-CL CGOOG | 101 funds | $8.6B |
| VANGUARD VALUE ETFVTV | 101 funds | $6.5B |
| JOHNSON & JOHNSONJNJ | 101 funds | $5.1B |
| ISHARES RUSSELL 1000 GROWTHIWF | 101 funds | $4.4B |
| HOME DEPOT INCHD | 101 funds | $3.2B |
| ISHARES MSCI EAFE ETFEFA | 101 funds | $1.8B |
| APPLE INCAAPL | 100 funds | $25.3B |
| ISHARES CORE S&P 500 ETFIVV | 100 funds | $21.8B |
Ranked by how many of IMCG'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 IMCG. 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.