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/IQ/capital-change-brief"
Use Arkolith's capital_change_brief for IQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $116.1M | 86.0M | ▲+0.1% Added · +95K sh | Q1 2026 | |
| 2 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $24.6M | 18.2M | ▲+312% Added · +13.8M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $20.9M | 15.5M | ▲New +15.5M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $20.0M | 14.8M | ▲+90% Added · +7.0M sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $15.7M | 11.7M | ▲+6.3% Added · +692K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $14.9M | 11.1M | ▼−2.3% Reduced · −258K sh | Q1 2026 | |
| 7 | UBS Group AG | $14.1M | 10.4M | ▲+24% Added · +2.0M sh | Q1 2026 | |
| 8 | FIL Ltd | $12.4M | 9.2M | ▲+12% Added · +996K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $11.9M | 8.8M | ▲+64% Added · +3.4M sh | Q1 2026 | |
| 10 | Russell Investments Group, Ltd. | $10.9M | 8.1M | ▲+279% Added · +6.0M sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.3M | 7.6M | ▲+7.2% Added · +514K sh | Q1 2026 | |
| 12 | NORGES BANK | $11.3M | 5.9M | ▼−44% Reduced · −4.6M sh | Q4 2025 | |
| 13 | STATE STREET CORP | $7.5M | 5.6M | ▼−0.2% Reduced · −10K sh | Q1 2026 | |
| 14 | Allianz Asset Management GmbH | $6.9M | 5.1M | ▲+29% Added · +1.2M sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $5.7M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $4.7M | 3.5M | ▼−46% Reduced · −3.0M sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $4.1M | 3.0M | ▲+153% Added · +1.8M sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $4.0M | 2.9M | ▼−6.8% Reduced · −214K sh | Q1 2026 | |
| 19 | Oasis Management Co Ltd. | $3.0M | 2.2M | —Held | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $2.4M | 1.8M | ▼−34% Reduced · −907K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $2.1M | 1.6M | ▼−4.4% Reduced · −73K sh | Q1 2026 | |
| 22 | Legal & General Group Plc | $1.9M | 1.4M | ▲+5.7% Added · +76K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 1.1M | ▲+59% Added · +411K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $1.4M | 1.1M | ▲+112% Added · +562K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $1.3M | 981K | ▲+181% Added · +631K 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 |
|---|---|---|---|---|---|
| May 11, 2026 | Duan Youqiao | Senior Vice President | Disposed to issuer (D) | 983K | — |
| May 11, 2026 | Duan Youqiao | Senior Vice President | Grant (A) | 983K | — |
| May 11, 2026 | Duan Youqiao | Senior Vice President | Disposed to issuer (D) | 375K | — |
| May 11, 2026 | Duan Youqiao | Senior Vice President | Grant (A) | 375K | — |
| May 11, 2026 | Duan Youqiao | Senior Vice President | Disposed to issuer (D) | 3.2M | — |
| May 11, 2026 | Duan Youqiao | Senior Vice President | Grant (A) | 3.2M | — |
| May 11, 2026 | Wang Xiaohui | Chief Content Officer | Disposed to issuer (D) | 1.5M | — |
| May 11, 2026 | Wang Xiaohui | Chief Content Officer | Grant (A) | 1.5M | — |
| May 11, 2026 | Wang Xiaohui | Chief Content Officer | Disposed to issuer (D) | 7.5M | — |
| May 11, 2026 | Wang Xiaohui | Chief Content Officer | Grant (A) | 7.5M | — |
| May 11, 2026 | Yang Xianghua | Senior Vice President | Disposed to issuer (D) | 4.8M | — |
| May 11, 2026 | Yang Xianghua | Senior Vice President | Grant (A) | 4.8M | — |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 44 funds | $23.7B |
| MICRON TECHNOLOGY INCMU | 44 funds | $4.4B |
| ADVANCED MICRO DEVICESAMD | 44 funds | $2.0B |
| AMAZON.COM INCAMZN | 43 funds | $12.0B |
| BROADCOM INCAVGO | 43 funds | $9.1B |
| TESLA INCTSLA | 43 funds | $4.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 43 funds | $3.8B |
| ELI LILLY & COLLY | 43 funds | $3.5B |
| ARISTA NETWORKS INCANET | 43 funds | $3.2B |
| LAM RESEARCH CORPLRCX | 43 funds | $1.8B |
| BANK OF AMERICA CORPBAC | 43 funds | $1.6B |
| CITIGROUP INCC | 43 funds | $1.5B |
Ranked by how many of IQ'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 IQ. 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.