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/IOO/capital-change-brief"
Use Arkolith's capital_change_brief for IOO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.5B | 28.7M | ▲+1.1% Added · +298K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $338.9M | 2.8M | ▲+0.8% Added · +21K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $149.5M | 1.2M | ▲+1.4% Added · +17K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $129.6M | 1.1M | ▲+5.7% Added · +58K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $116.1M | 959K | ▼−1.8% Reduced · −18K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $78.7M | 651K | ▲+2.0% Added · +13K sh | Q1 2026 | |
| 7 | STEPHENS INC /AR/ | $63.9M | 528K | ▲+12% Added · +57K sh | Q1 2026 | |
| 8 | UBS Group AG | $51.7M | 428K | ▼−6.0% Reduced · −27K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $47.0M | 389K | ▼−2.3% Reduced · −9K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $43.5M | 360K | ▲+3.0% Added · +11K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $38.8M | 321K | ▼−16% Reduced · −61K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $37.7M | 312K | ▲+11% Added · +32K sh | Q1 2026 | |
| 13 | Modern Wealth Management, LLC | $36.7M | 300K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $33.8M | 280K | ▲+24% Added · +55K sh | Q1 2026 | |
| 15 | Empowered Funds, LLC | $33.1M | 274K | ▲+180% Added · +176K sh | Q1 2026 | |
| 16 | MATHER GROUP, LLC. | $30.6M | 253K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $25.2M | 208K | ▲+4.6% Added · +9K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $22.2M | 184K | ▼−16% Reduced · −35K sh | Q1 2026 | |
| 19 | CITIGROUP INC | $19.6M | 162K | ▲+0.1% Added · +97 sh | Q1 2026 | |
| 20 | One Capital Management, LLC | $19.4M | 161K | ▲+855% Added · +144K sh | Q1 2026 | |
| 21 | SCOTIA CAPITAL INC. | $19.4M | 160K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 152K | ▲+13% Added · +17K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $15.3M | 131K | ▲+14% Added · +16K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $14.7M | 116K | ▼−11% Reduced · −15K sh | Q1 2026 | |
| 25 | Annex Advisory Services, LLC | $15.8M | 115K | ▼−91% Reduced · −1.2M 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 | 117 funds | $34.8B |
| MICROSOFT CORPMSFT | 117 funds | $27.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 117 funds | $18.2B |
| ALPHABET INC-CL AGOOGL | 117 funds | $17.8B |
| ALPHABET INC-CL CGOOG | 117 funds | $14.9B |
| BROADCOM INCAVGO | 117 funds | $13.9B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $11.7B |
| ELI LILLY & COLLY | 117 funds | $7.6B |
| VISA INC-CLASS A SHARESV | 117 funds | $7.3B |
| MASTERCARD INC - AMA | 117 funds | $5.3B |
| ORACLE CORPORCL | 117 funds | $3.6B |
| NETFLIX INCNFLX | 117 funds | $3.4B |
Ranked by how many of IOO'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 IOO. 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.