349 tracked 13F filers disclose a position in IOO as of the latest SEC 13F filings, a combined $5.6B in reported value. 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.
| # | 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/ | $82.6M | 605K | ▲+15% Added · +77K sh | Q2 2026 | |
| 8 | UBS Group AG | $51.7M | 428K | ▼−6.0% Reduced · −27K sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $55.8M | 408K | ▲+825% Added · +364K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $47.0M | 389K | ▼−2.3% Reduced · −9K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $43.5M | 360K | ▲+3.0% Added · +11K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $38.8M | 321K | ▼−16% Reduced · −61K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $37.7M | 312K | ▲+11% Added · +32K sh | Q1 2026 | |
| 14 | Amplius Wealth Advisors, LLC | $41.8M | 306K | ▼−1.3% Reduced · −4K sh | Q2 2026 | |
| 15 | Modern Wealth Management, LLC | $36.7M | 300K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $33.8M | 280K | ▲+24% Added · +55K sh | Q1 2026 | |
| 17 | Empowered Funds, LLC | $33.1M | 274K | ▲+180% Added · +176K sh | Q1 2026 | |
| 18 | MATHER GROUP, LLC. | $30.6M | 253K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 19 | Twelve Points Wealth Management LLC | $32.5M | 238K | ▲+18% Added · +37K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $25.2M | 208K | ▲+4.6% Added · +9K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $28.4M | 208K | ▲+13% Added · +24K sh | Q2 2026 | |
| 22 | CITIGROUP INC | $19.6M | 162K | ▲+0.1% Added · +97 sh | Q1 2026 | |
| 23 | SCOTIA CAPITAL INC. | $22.1M | 162K | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 24 | One Capital Management, LLC | $19.4M | 161K | —Held | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 152K | ▲+13% Added · +17K 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.
Last quarter, 2 funds opened a new position in IOO and 23 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 186 funds | $87.8B |
| APPLE INCAAPL | 184 funds | $69.7B |
| MICROSOFT CORPMSFT | 183 funds | $59.8B |
| AMAZON.COM INCAMZN | 180 funds | $44.6B |
| ALPHABET INC-CL AGOOGL | 179 funds | $38.8B |
| JPMORGAN CHASE & COJPM | 177 funds | $15.8B |
| ALPHABET INC-CL CGOOG | 176 funds | $27.8B |
| BROADCOM INCAVGO | 175 funds | $35.7B |
| META PLATFORMS INC-CLASS AMETA | 175 funds | $23.6B |
| ELI LILLY & COLLY | 175 funds | $19.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 175 funds | $8.9B |
| ISHARES CORE S&P 500 ETFIVV | 173 funds | $15.2B |
Ranked by how many of IOO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IOO
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.
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.