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/INCM/capital-change-brief"
Use Arkolith's capital_change_brief for INCM. 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 | $140.3M | 4.9M | ▲+28% Added · +1.1M sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $67.5M | 2.3M | ▲+8.2% Added · +179K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $65.4M | 2.3M | ▲+16% Added · +308K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $46.9M | 1.6M | ▲+72% Added · +683K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $44.8M | 1.6M | ▲+17% Added · +223K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $38.6M | 1.3M | ▲+8.2% Added · +102K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $35.4M | 1.2M | ▲+165% Added · +767K sh | Q1 2026 | |
| 8 | Larson Financial Group LLC | $22.9M | 795K | ▲+21% Added · +140K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.2M | 625K | ▼−0.2% Reduced · −1K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $17.9M | 621K | ▲+7.8% Added · +45K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $16.7M | 580K | ▲+3.9% Added · +22K sh | Q1 2026 | |
| 12 | Next Level Private LLC | $12.7M | 439K | ▲+11% Added · +44K sh | Q2 2026 | |
| 13 | Sowell Financial Services LLC | $11.3M | 395K | ▼−9.0% Reduced · −39K sh | Q1 2026 | |
| 14 | CWM, LLC | $11.0M | 382K | ▲+84% Added · +174K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $9.3M | 328K | ▲25× Added · +314K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $8.2M | 287K | ▲+10% Added · +27K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $7.5M | 261K | ▼−15% Reduced · −47K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 247K | ▲+6.4% Added · +15K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $4.9M | 171K | ▲+5.8% Added · +9K sh | Q1 2026 | |
| 20 | DAVENPORT & Co LLC | $4.6M | 158K | ▲+9.3% Added · +13K sh | Q2 2026 | |
| 21 | D.A. DAVIDSON & CO. | $4.4M | 153K | ▲+6.2% Added · +9K sh | Q1 2026 | |
| 22 | Lido Advisors, LLC | $3.9M | 136K | ▼−2.6% Reduced · −4K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $3.9M | 134K | ▲+130% Added · +76K sh | Q1 2026 | |
| 24 | Gateway Wealth Partners, LLC | $3.6M | 124K | ▲+258% Added · +89K sh | Q1 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $3.5M | 120K | ▲+513% Added · +101K 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 | 42 funds | $13.2B |
| ISHARES CORE S&P 500 ETFIVV | 42 funds | $13.2B |
| MICROSOFT CORPMSFT | 42 funds | $9.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 42 funds | $6.6B |
| BROADCOM INCAVGO | 42 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 42 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $4.6B |
| VANGUARD VALUE ETFVTV | 42 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 42 funds | $3.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 42 funds | $3.5B |
| EXXON MOBIL CORPXOM | 42 funds | $3.0B |
Ranked by how many of INCM'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 INCM. 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.