This stock 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/IOVA/capital-change-brief"
Use Arkolith's capital_change_brief for IOVA. 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. | $109.1M | 31.1M | ▲+5.3% Added · +1.6M sh | Q1 2026 | |
| 2 | MHR FUND MANAGEMENT LLC | $101.7M | 29.0M | —Held | Q1 2026 | |
| 3 | STATE STREET CORP | $61.2M | 17.4M | ▼−13% Reduced · −2.7M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $58.3M | 16.6M | ▲New +16.6M sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $48.0M | 13.7M | ▲+211% Added · +9.3M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $41.1M | 11.7M | ▲New +11.7M sh | Q1 2026 | |
| 7 | MILLENNIUM MANAGEMENT LLC | $33.0M | 9.4M | ▲+43% Added · +2.8M sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $30.7M | 8.8M | ▲+1.8% Added · +152K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $30.1M | 8.6M | ▲+7.3% Added · +581K sh | Q1 2026 | |
| 10 | Invenomic Capital Management LP | $29.8M | 8.5M | ▼−29% Reduced · −3.5M sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $29.8M | 8.5M | ▼−41% Reduced · −5.8M sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $28.1M | 8.0M | ▲+109% Added · +4.2M sh | Q1 2026 | |
| 13 | Palo Alto Investors LP | $22.3M | 6.3M | ▼−11% Reduced · −767K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $21.8M | 6.2M | ▼−33% Reduced · −3.0M sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $14.7M | 4.2M | ▲+16% Added · +590K sh | Q1 2026 | |
| 16 | Nuveen, LLC | $12.9M | 3.7M | ▲+164% Added · +2.3M sh | Q1 2026 | |
| 17 | PRICE T ROWE ASSOCIATES INC /MD/ | $11.1M | 3.2M | ▲+166% Added · +2.0M sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.5M | 3.0M | ▼−39% Reduced · −2.0M sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $10.1M | 2.9M | ▲+11% Added · +296K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.8M | 2.8M | ▲+1.1% Added · +30K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $9.3M | 2.6M | ▲+72% Added · +1.1M sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $9.2M | 2.6M | ▼−17% Reduced · −532K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $8.3M | 2.5M | ▼−17% Reduced · −501K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $8.3M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $7.7M | 2.2M | ▲New +2.2M 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | WEISER MICHAEL | Director | Grant (A) | 90K | $0 |
| Jun 16, 2026 | Countouriotis Athena | Director | Grant (A) | 90K | $0 |
| Jun 16, 2026 | Dukes Iain D. | Director | Grant (A) | 181K | $0 |
| Jun 16, 2026 | Maynard Ryan D | Director | Grant (A) | 90K | $0 |
| Jun 16, 2026 | Puri Raj K. | Chief Regulatory Officer | Grant (A) | 15K | $0 |
| Jun 5, 2026 | Vogt Frederick G | Interim CEO & General Counsel, Director | Option exercise (M) | 16K | $0 |
| Jun 5, 2026 | Vogt Frederick G | Interim CEO & General Counsel, Director | Tax withholding (F) | 7K | $28K |
| Jun 5, 2026 | Vogt Frederick G | Interim CEO & General Counsel, Director | Option exercise (M) | 16K | $0 |
| Jun 5, 2026 | Puri Raj K. | Chief Regulatory Officer | Option exercise (M) | 10K | $0 |
| Jun 5, 2026 | Puri Raj K. | Chief Regulatory Officer | Tax withholding (F) | 4K | $16K |
| Jun 5, 2026 | Puri Raj K. | Chief Regulatory Officer | Option exercise (M) | 10K | $0 |
| Jun 5, 2026 | BILINSKY IGOR | Chief Operating Officer | Option exercise (M) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 83 funds | $37.9B |
| AMAZON.COM INCAMZN | 81 funds | $26.1B |
| TESLA INCTSLA | 81 funds | $11.3B |
| ELI LILLY & COLLY | 81 funds | $9.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 81 funds | $8.9B |
| COSTCO WHOLESALE CORPCOST | 81 funds | $6.6B |
| LAM RESEARCH CORPLRCX | 81 funds | $4.8B |
| INTUITIVE SURGICAL INCISRG | 81 funds | $2.5B |
| APPLE INCAAPL | 80 funds | $44.2B |
| JPMORGAN CHASE & COJPM | 80 funds | $12.1B |
| MASTERCARD INC - AMA | 80 funds | $5.4B |
| CHEVRON CORPCVX | 80 funds | $5.3B |
Ranked by how many of IOVA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IOVA. 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.