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/IMFL/capital-change-brief"
Use Arkolith's capital_change_brief for IMFL. 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 | $16.9M | 534K | ▲+40% Added · +151K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $14.5M | 457K | ▲+22% Added · +83K sh | Q1 2026 | |
| 3 | ASHTON THOMAS SECURITIES, LLC | $12.2M | 386K | ▼−0.2% Reduced · −641 sh | Q1 2026 | |
| 4 | Geneos Wealth Management Inc. | $11.8M | 374K | ▲+6.7% Added · +24K sh | Q1 2026 | |
| 5 | Concurrent Investment Advisors, LLC | $9.4M | 298K | ▲+380% Added · +236K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $7.9M | 250K | ▲+117% Added · +135K sh | Q1 2026 | |
| 7 | Curry Webb Wealth Management LLC | $6.3M | 199K | ▲+19% Added · +32K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $5.7M | 179K | ▲179k× Added · +179K sh | Q1 2026 | |
| 9 | Commonwealth Financial Services, LLC | $4.7M | 137K | ▲New +137K sh | Q2 2026 | |
| 10 | CIBC WORLD MARKET INC. | $3.9M | 124K | ▲+5.6% Added · +7K sh | Q1 2026 | |
| 11 | MGO ONE SEVEN LLC | $2.4M | 77K | ▼−9.1% Reduced · −8K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $995K | 31K | ▲New +31K sh | Q1 2026 | |
| 13 | FIRETHORN WEALTH PARTNERS, LLC | $1.0M | 30K | ▼−40% Reduced · −20K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $855K | 27K | ▲+15% Added · +4K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $836K | 26K | ▲+6.6% Added · +2K sh | Q1 2026 | |
| 16 | Keating Financial Advisory Services, Inc. | $724K | 23K | ▲+93% Added · +11K sh | Q1 2026 | |
| 17 | Sanctuary Advisors, LLC | $648K | 20K | ▲+20% Added · +3K sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $635K | 20K | ▲New +20K sh | Q1 2026 | |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | $561K | 18K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $535K | 17K | ▲+46% Added · +5K sh | Q1 2026 | |
| 21 | Sowell Financial Services LLC | $528K | 17K | ▲+1.7% Added · +274 sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $462K | 15K | ▲+97% Added · +7K sh | Q1 2026 | |
| 23 | WealthPlan Investment Management, LLC | $454K | 14K | ▲New +14K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $426K | 13K | ▲+187% Added · +9K sh | Q1 2026 | |
| 25 | VestGen Advisors, LLC | $331K | 10K | ▲+27% Added · +2K 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 | 14 funds | $6.4B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $4.3B |
| MICROSOFT CORPMSFT | 14 funds | $3.2B |
| VANGUARD VALUE ETFVTV | 14 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.6B |
| BROADCOM INCAVGO | 14 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 14 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 14 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 14 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $1.7B |
Ranked by how many of IMFL'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 IMFL. 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.