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/IMVP/capital-change-brief"
Use Arkolith's capital_change_brief for IMVP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $12.8M | 621K | ▼−11% Reduced · −74K sh | Q1 2026 | |
| 2 | McAdam, LLC | $6.1M | 299K | ▲+2.1% Added · +6K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $4.4M | 217K | ▼−6.9% Reduced · −16K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $4.2M | 206K | ▼−9.3% Reduced · −21K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $3.1M | 151K | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 6 | Neuberger Berman Group LLC | $2.2M | 107K | ▲+60% Added · +40K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $2.0M | 99K | ▼−22% Reduced · −27K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 89K | ▲New +89K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $1.6M | 79K | ▲+72% Added · +33K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $1.5M | 74K | ▲+8.4% Added · +6K sh | Q1 2026 | |
| 11 | Orion Porfolio Solutions, LLC | $1.5M | 73K | ▼−6.5% Reduced · −5K sh | Q1 2026 | |
| 12 | Integrated Wealth Concepts LLC | $1.4M | 69K | ▲+14% Added · +9K sh | Q1 2026 | |
| 13 | &PARTNERS | $1.4M | 66K | ▲+11% Added · +7K sh | Q1 2026 | |
| 14 | B. Riley Wealth Advisors, Inc. | $1.3M | 63K | ▲+8.8% Added · +5K sh | Q2 2026 | |
| 15 | SEI INVESTMENTS CO | $1.2M | 60K | ▼−17% Reduced · −13K sh | Q1 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $1.2M | 59K | ▲+254% Added · +42K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $747K | 36K | ▲+11% Added · +4K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $654K | 32K | ▲+4.8% Added · +1K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $625K | 31K | ▲+29% Added · +7K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $623K | 30K | ▼−75% Reduced · −91K sh | Q1 2026 | |
| 21 | Blue Trust, Inc. | $578K | 28K | ▼−14% Reduced · −5K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $552K | 27K | ▲+51% Added · +9K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $473K | 23K | ▲+231% Added · +16K sh | Q1 2026 | |
| 24 | Checchi Capital Advisers, LLC | $402K | 20K | ▲+3.3% Added · +622 sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $335K | 16K | ▼−25% Reduced · −5K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $13.6B |
| NVIDIA CORPNVDA | 28 funds | $13.1B |
| APPLE INCAAPL | 28 funds | $12.8B |
| MICROSOFT CORPMSFT | 28 funds | $10.5B |
| AMAZON.COM INCAMZN | 28 funds | $8.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $7.1B |
| ALPHABET INC-CL AGOOGL | 28 funds | $6.9B |
| BROADCOM INCAVGO | 28 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 28 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 28 funds | $4.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $4.0B |
Ranked by how many of IMVP'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 IMVP. 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.