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/IPAC/capital-change-brief"
Use Arkolith's capital_change_brief for IPAC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Blue Trust, Inc. | $468.8M | 6.1M | ▼−3.2% Reduced · −203K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $309.6M | 4.0M | ▲+2.5% Added · +100K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $180.0M | 2.4M | ▲+10% Added · +222K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $76.1M | 994K | ▲+7.3% Added · +67K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $73.0M | 954K | ▼−1.3% Reduced · −13K sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.6M | 896K | ▼−1.8% Reduced · −16K sh | Q1 2026 | |
| 7 | MATHER GROUP, LLC. | $50.4M | 658K | ▲+0.4% Added · +3K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $46.2M | 604K | ▲+8.1% Added · +45K sh | Q1 2026 | |
| 9 | Elm Partners Management LLC | $37.7M | 508K | ▲+3.7% Added · +18K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $30.9M | 403K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 11 | Bank Julius Baer & Co. Ltd, Zurich | $18.1M | 236K | ▲New +236K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $15.6M | 204K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $15.4M | 201K | ▲+25% Added · +41K sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $11.6M | 152K | ▲+244% Added · +108K sh | Q1 2026 | |
| 15 | BlackRock, Inc. | $11.6M | 151K | ▲1k× Added · +151K sh | Q1 2026 | |
| 16 | Blue Edge Capital, LLC | $11.3M | 148K | ▲+14% Added · +18K sh | Q1 2026 | |
| 17 | Vident Advisory, LLC | $11.1M | 145K | ▲+3.7% Added · +5K sh | Q1 2026 | |
| 18 | Garde Capital, Inc. | $10.7M | 140K | ▼−2.8% Reduced · −4K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $10.7M | 140K | ▲+11% Added · +14K sh | Q1 2026 | |
| 20 | GenTrust, LLC | $10.4M | 136K | —Held | Q1 2026 | |
| 21 | LPL Financial LLC | $8.6M | 112K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 22 | Amundi | $8.1M | 106K | ▼−0.6% Reduced · −622 sh | Q1 2026 | |
| 23 | UBS Group AG | $6.7M | 87K | ▼−47% Reduced · −79K sh | Q1 2026 | |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.0M | 79K | ▼−3.6% Reduced · −3K sh | Q1 2026 | |
| 25 | Integris Wealth Management, LLC | $6.0M | 73K | ▼−4.8% Reduced · −4K 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 | 46 funds | $16.0B |
| ISHARES CORE S&P 500 ETFIVV | 46 funds | $15.7B |
| MICROSOFT CORPMSFT | 46 funds | $14.3B |
| VANGUARD S&P 500 ETFVOO | 46 funds | $12.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $12.3B |
| ALPHABET INC-CL AGOOGL | 46 funds | $10.9B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $6.4B |
| BROADCOM INCAVGO | 46 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 46 funds | $5.7B |
| ELI LILLY & COLLY | 46 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 46 funds | $5.4B |
| JOHNSON & JOHNSONJNJ | 46 funds | $3.9B |
Ranked by how many of IPAC'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 IPAC. 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.