61 tracked 13F filers disclose a position in IQDF as of the latest SEC 13F filings, a combined $891.2M 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 | NORTHERN TRUST CORP | $531.1M | 16.8M | ▲+3.3% Added · +537K sh | Q1 2026 | |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $98.0M | 3.1M | ▲+8.1% Added · +233K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $44.0M | 1.4M | ▼−26% Reduced · −483K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $28.0M | 884K | ▲+13% Added · +100K sh | Q1 2026 | |
| 5 | Bank of New York Mellon Corp | $27.2M | 859K | ▲+14% Added · +107K sh | Q1 2026 | |
| 6 | UBS Group AG | $19.8M | 626K | ▲+3.6% Added · +22K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $18.3M | 579K | ▲+3.2% Added · +18K sh | Q1 2026 | |
| 8 | Wealthspire Advisors, LLC | $11.6M | 367K | ▼~0% Reduced · −31 sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $10.9M | 344K | ▲+17% Added · +50K sh | Q1 2026 | |
| 10 | Kingsview Wealth Management, LLC | $7.7M | 244K | ▲New +244K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $6.6M | 208K | ▲14× Added · +192K sh | Q1 2026 | |
| 12 | Holcombe Financial, Inc. | $6.6M | 192K | ▲+4.4% Added · +8K sh | Q2 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.1M | 192K | ▲+96% Added · +94K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $6.0M | 189K | ▲+141% Added · +110K sh | Q1 2026 | |
| 15 | Creative Planning | $5.7M | 179K | ▼−2.2% Reduced · −4K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $5.3M | 169K | ▲+509% Added · +141K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $4.4M | 139K | ▲+5.6% Added · +7K sh | Q1 2026 | |
| 18 | Allworth Financial LP | $4.4M | 137K | ▲~0% Added · +14 sh | Q1 2026 | |
| 19 | Wealthfront Advisers LLC | $4.3M | 137K | ▲+46% Added · +43K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $3.5M | 112K | ▲+41% Added · +33K sh | Q1 2026 | |
| 21 | VestGen Advisors, LLC | $3.7M | 108K | ▲New +108K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $3.4M | 106K | ▼−6.4% Reduced · −7K sh | Q1 2026 | |
| 23 | FIRST FINANCIAL CORP /IN/ | $3.6M | 104K | —Held | Q2 2026 | |
| 24 | UMB Bank, n.a. | $3.0M | 95K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $3.0M | 95K | ▼−1.0% Reduced · −990 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, 4 funds opened a new position in IQDF and 6 added to an existing one, while 7 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 | 20 funds | $8.4B |
| APPLE INCAAPL | 20 funds | $7.4B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $7.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 20 funds | $5.1B |
| MICROSOFT CORPMSFT | 20 funds | $4.7B |
| AMAZON.COM INCAMZN | 20 funds | $4.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 20 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 20 funds | $3.3B |
| BROADCOM INCAVGO | 20 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.5B |
Ranked by how many of IQDF'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/IQDF/capital-change-brief"
Use Arkolith's capital_change_brief for IQDF. 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 IQDF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.