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/IMTM/capital-change-brief"
Use Arkolith's capital_change_brief for IMTM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.2B | 24.0M | ▲+5.0% Added · +1.2M sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $703.5M | 13.4M | ▲+12% Added · +1.4M sh | Q2 2026 | |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $82.7M | 1.7M | ▲+8.1% Added · +130K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $69.7M | 1.5M | ▲+13% Added · +162K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.9M | 1.1M | ▲+8.0% Added · +82K sh | Q1 2026 | |
| 6 | Symmetry Partners, LLC | $44.1M | 918K | ▲+3.9% Added · +34K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.0M | 750K | ▼−2.1% Reduced · −16K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $35.2M | 732K | ▲+3.4% Added · +24K sh | Q1 2026 | |
| 9 | FMR LLC | $33.5M | 697K | ▲+11% Added · +66K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $32.0M | 672K | ▼−28% Reduced · −261K sh | Q1 2026 | |
| 11 | Acropolis Investment Management, LLC | $34.1M | 640K | ▲+1.1% Added · +7K sh | Q2 2026 | |
| 12 | Mariner, LLC | $29.7M | 619K | ▲+15% Added · +82K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $29.1M | 606K | ▲+13% Added · +68K sh | Q1 2026 | |
| 14 | UBS Group AG | $28.9M | 603K | ▲+9.7% Added · +53K sh | Q1 2026 | |
| 15 | Shore Point Advisors, LLC | $20.8M | 483K | ▲+6.6% Added · +30K sh | Q2 2026 | |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $22.9M | 477K | ▲+2.6% Added · +12K sh | Q1 2026 | |
| 17 | Armbruster Capital Management, Inc. | $24.6M | 460K | ▲+1.6% Added · +7K sh | Q2 2026 | |
| 18 | LPL Financial LLC | $19.4M | 403K | ▲+20% Added · +66K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $15.9M | 332K | ▲+223% Added · +229K sh | Q1 2026 | |
| 20 | BlackRock, Inc. | $14.7M | 305K | ▼−4.6% Reduced · −15K sh | Q1 2026 | |
| 21 | Venture Visionary Partners LLC | $14.0M | 291K | ▲15× Added · +272K sh | Q1 2026 | |
| 22 | Focus Financial Network, Inc. | $12.5M | 259K | ▲+4.1% Added · +10K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $11.7M | 244K | ▲+741% Added · +215K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $11.0M | 229K | ▼−25% Reduced · −75K sh | Q1 2026 | |
| 25 | ATWOOD & PALMER INC | $12.0M | 225K | ▼−1.7% Reduced · −4K sh | Q2 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 |
|---|---|---|
| DGROmc | 642 funds | $18.2B |
| IUSBmc | 437 funds | $32.7B |
| IQLTmc | 353 funds | $9.2B |
| SHYGmc | 288 funds | $4.7B |
| IEURcommon | 283 funds | $5.3B |
| ICSHmc | 279 funds | $2.7B |
| HEFAmc | 258 funds | $5.3B |
| TFLOmc | 251 funds | $2.9B |
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 |
|---|---|---|
| APPLE INCAAPL | 74 funds | $18.5B |
| MICROSOFT CORPMSFT | 74 funds | $14.1B |
| AMAZON.COM INCAMZN | 74 funds | $11.6B |
| EXXON MOBIL CORPXOM | 74 funds | $3.8B |
| VISA INC-CLASS A SHARESV | 74 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 74 funds | $3.4B |
| CHEVRON CORPCVX | 74 funds | $2.8B |
| MASTERCARD INC - AMA | 74 funds | $2.5B |
| ORACLE CORPORCL | 74 funds | $1.6B |
| BANK OF AMERICA CORPBAC | 74 funds | $1.5B |
| NVIDIA CORPNVDA | 73 funds | $18.5B |
| BROADCOM INCAVGO | 73 funds | $7.4B |
Ranked by how many of IMTM'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 IMTM. 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.