| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $43.7M | 777K | ▲+19% Added · +127K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $39.1M | 696K | ▲+18% Added · +108K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $37.2M | 662K | ▲+16% Added · +93K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $33.5M | 596K | ▲+8.1% Added · +44K sh | Q1 2026 | |
| 5 | Nikulski Financial, Inc. | $12.9M | 230K | ▲+96% Added · +112K sh | Q1 2026 | |
| 6 | Park Edge Advisors, LLC | $11.0M | 196K | ▲+91% Added · +93K sh | Q2 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M | 181K | ▲+206% Added · +122K sh | Q1 2026 | |
| 8 | Arkadios Wealth Advisors | $9.6M | 171K | ▲+7.6% Added · +12K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $8.3M | 153K | ▲+61% Added · +58K sh | Q1 2026 | |
| 10 | UBS Group AG | $8.6M | 152K | ▲+15% Added · +20K sh | Q1 2026 | |
| 11 | Breakwater Capital Group | $8.4M | 149K | ▲+5.4% Added · +8K sh | Q2 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $7.7M | 135K | ▲+62% Added · +52K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $6.9M | 123K | ▲+146% Added · +73K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 114K | ▲+3.8% Added · +4K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $5.8M | 103K | ▲+16% Added · +14K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $5.7M | 102K | ▲+55% Added · +36K sh | Q1 2026 | |
| 17 | Sanctuary Advisors, LLC | $5.7M | 101K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 18 | Principle Wealth Partners LLC | $4.9M | 88K | ▲+56% Added · +31K sh | Q1 2026 | |
| 19 | Financial Enhancement Group LLC | $3.9M | 68K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $3.8M | 68K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 21 | Gateway Wealth Partners, LLC | $3.8M | 67K | ▲+211% Added · +45K sh | Q1 2026 | |
| 22 | VISTA INVESTMENT MANAGEMENT | $3.6M | 64K | ▲+5.9% Added · +4K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $2.4M | 43K | ▲~0% Added · +14 sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $2.1M | 37K | ▲New +37K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $2.0M | 37K | ▲+1.3% Added · +467 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $12.3B |
| NVIDIA CORPNVDA | 34 funds | $11.1B |
| MICROSOFT CORPMSFT | 34 funds | $7.5B |
| ALPHABET INC-CL AGOOGL | 34 funds | $5.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $4.3B |
| BROADCOM INCAVGO | 34 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 34 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 34 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 34 funds | $2.6B |
| TESLA INCTSLA | 34 funds | $2.3B |
| EXXON MOBIL CORPXOM | 34 funds | $2.3B |
Ranked by how many of IPKW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/IPKW/capital-change-brief"
Use Arkolith's capital_change_brief for IPKW. 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 IPKW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.