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/IQDG/capital-change-brief"
Use Arkolith's capital_change_brief for IQDG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $92.3M | 2.3M | ▲+1.5% Added · +35K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $67.1M | 1.7M | ▼−12% Reduced · −230K sh | Q1 2026 | |
| 3 | AlphaCore Capital LLC | $43.4M | 1.1M | ▼−1.5% Reduced · −17K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $35.6M | 888K | ▼−14% Reduced · −142K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $31.2M | 776K | ▲+4.9% Added · +36K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $27.8M | 691K | ▲+25% Added · +137K sh | Q1 2026 | |
| 7 | UBS Group AG | $25.6M | 637K | ▲+5.3% Added · +32K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $24.1M | 599K | ▲+0.9% Added · +5K sh | Q1 2026 | |
| 9 | Revolve Wealth Partners, LLC | $19.6M | 454K | ▲+4.9% Added · +21K sh | Q2 2026 | |
| 10 | One Capital Management, LLC | $12.3M | 305K | ▼−18% Reduced · −66K sh | Q1 2026 | |
| 11 | Prime Capital Investment Advisors, LLC | $9.0M | 225K | ▲+0.1% Added · +318 sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.3M | 206K | ▲+23% Added · +38K sh | Q1 2026 | |
| 13 | Merit Financial Group, LLC | $8.1M | 201K | ▼−5.9% Reduced · −13K sh | Q1 2026 | |
| 14 | Venturi Wealth Management, LLC | $6.8M | 169K | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 15 | Rockefeller Capital Management L.P. | $5.7M | 143K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 16 | CGN Advisors LLC | $6.1M | 142K | ▼−67% Reduced · −290K sh | Q2 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.9M | 121K | ▲+6.9% Added · +8K sh | Q1 2026 | |
| 18 | Corient Private Wealth LLC | $4.7M | 117K | ▲+4.7% Added · +5K sh | Q1 2026 | |
| 19 | JOURNEY STRATEGIC WEALTH LLC | $4.6M | 116K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $4.5M | 113K | ▼−19% Reduced · −26K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $4.4M | 109K | ▲+22% Added · +20K sh | Q1 2026 | |
| 22 | Atria Investments, Inc | $3.4M | 84K | ▼−6.7% Reduced · −6K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $3.3M | 82K | ▲+235% Added · +58K sh | Q1 2026 | |
| 24 | Impact Capital Partners LLC | $3.4M | 79K | ▲+6.6% Added · +5K sh | Q2 2026 | |
| 25 | SigFig Wealth Management, LLC | $3.0M | 74K | ▲+7.4% Added · +5K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 45 funds | $13.5B |
| MICROSOFT CORPMSFT | 45 funds | $9.5B |
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $9.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $6.8B |
| BROADCOM INCAVGO | 45 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 45 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $4.6B |
| VANGUARD VALUE ETFVTV | 45 funds | $4.4B |
| JOHNSON & JOHNSONJNJ | 45 funds | $4.2B |
| TESLA INCTSLA | 45 funds | $2.8B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $2.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 45 funds | $2.7B |
Ranked by how many of IQDG'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IQDG. 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.