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/IOCT/capital-change-brief"
Use Arkolith's capital_change_brief for IOCT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 432K | ▼−2.9% Reduced · −13K sh | Q1 2026 | |
| 2 | Creative Planning | $8.0M | 227K | ▲New +227K sh | Q1 2026 | |
| 3 | IFP Advisors, Inc | $7.6M | 217K | ▼−0.5% Reduced · −991 sh | Q1 2026 | |
| 4 | US BANCORP \DE\ | $5.7M | 163K | ▲+22% Added · +29K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $3.6M | 103K | ▼−26% Reduced · −36K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $3.6M | 103K | ▼−8.6% Reduced · −10K sh | Q1 2026 | |
| 7 | PFG Advisors | $3.4M | 92K | ▲+0.1% Added · +48 sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $2.6M | 74K | ▼−15% Reduced · −13K sh | Q1 2026 | |
| 9 | PRINCIPAL SECURITIES, INC. | $2.3M | 67K | ▼−0.8% Reduced · −519 sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $2.2M | 63K | —Held | Q1 2026 | |
| 11 | Talon Private Wealth, LLC | $1.9M | 54K | ▲New +54K sh | Q1 2026 | |
| 12 | Berger Financial Group, Inc | $1.8M | 53K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 13 | BFI Wealth Solutions, LLC | $1.8M | 52K | ▲+11% Added · +5K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $1.8M | 52K | ▲+51% Added · +18K sh | Q1 2026 | |
| 15 | CWM, LLC | $1.8M | 50K | ▲+2.5% Added · +1K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.5M | 43K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 42K | ▼−2.9% Reduced · −1K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | $1.3M | 38K | ▼−24% Reduced · −12K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $1.3M | 38K | ▲+8.9% Added · +3K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 36K | ▲New +36K sh | Q1 2026 | |
| 21 | OLD MISSION CAPITAL LLC | $1.0M | 29K | ▲+19% Added · +5K sh | Q1 2026 | |
| 22 | Americana Partners, LLC | $1.0M | 29K | ▼−46% Reduced · −24K sh | Q1 2026 | |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | $1.1M | 29K | —Held | Q2 2026 | |
| 24 | CreativeOne Wealth, LLC | $629K | 18K | ▼−27% Reduced · −7K sh | Q1 2026 | |
| 25 | ACCESS FINANCIAL SERVICES, INC. | $664K | 18K | ▼−90% Reduced · −159K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $6.9B |
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $6.3B |
| MICROSOFT CORPMSFT | 29 funds | $5.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 29 funds | $4.9B |
| VANGUARD S&P 500 ETFVOO | 29 funds | $4.9B |
| AMAZON.COM INCAMZN | 29 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 29 funds | $3.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $3.5B |
| BROADCOM INCAVGO | 29 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 29 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $2.3B |
Ranked by how many of IOCT'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 IOCT. 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.