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/IQLT/capital-change-brief"
Use Arkolith's capital_change_brief for IQLT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6B | 56.7M | ▲+2.6% Added · +1.4M sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $800.2M | 17.3M | ▼−5.1% Reduced · −931K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $657.4M | 14.2M | ▼−14% Reduced · −2.3M sh | Q1 2026 | |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $391.0M | 7.9M | ▲+15% Added · +1.1M sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $359.4M | 7.8M | ▼−70% Reduced · −18.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $286.8M | 6.2M | ▲+7.6% Added · +439K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $241.2M | 5.2M | ▲+7.9% Added · +381K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $205.4M | 4.4M | ▼−0.2% Reduced · −8K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $195.2M | 4.2M | ▲+0.6% Added · +26K sh | Q1 2026 | |
| 10 | UBS Group AG | $193.8M | 4.2M | ▲+7.5% Added · +292K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $174.5M | 3.8M | ▼−69% Reduced · −8.4M sh | Q1 2026 | |
| 12 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $158.9M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $126.2M | 2.7M | ▲+3.0% Added · +81K sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $119.5M | 2.6M | ▲+639% Added · +2.2M sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $98.9M | 2.1M | ▼−3.9% Reduced · −86K sh | Q1 2026 | |
| 16 | Cresset Asset Management, LLC | $86.8M | 1.9M | ▲+10.0% Added · +170K sh | Q1 2026 | |
| 17 | Catalyst Capital Advisors LLC | $72.6M | 1.6M | ▲+9.7% Added · +139K sh | Q1 2026 | |
| 18 | Millburn Ridgefield LLC /DE/ | $72.6M | 1.6M | ▲+9.7% Added · +139K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $71.7M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $70.5M | 1.5M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 21 | Modern Wealth Management, LLC | $65.5M | 1.4M | ▲+36% Added · +369K sh | Q1 2026 | |
| 22 | FMR LLC | $62.4M | 1.3M | ▲+5.4% Added · +69K sh | Q1 2026 | |
| 23 | Atlantic Union Bankshares Corp | $61.6M | 1.3M | ▲+3.0% Added · +39K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $60.2M | 1.3M | ▼−24% Reduced · −416K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $57.9M | 1.3M | ▲+4.5% Added · +54K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 171 funds | $40.4B |
| MICROSOFT CORPMSFT | 171 funds | $30.9B |
| ALPHABET INC-CL CGOOG | 171 funds | $14.1B |
| JPMORGAN CHASE & COJPM | 171 funds | $13.9B |
| CHEVRON CORPCVX | 171 funds | $5.5B |
| APPLE INCAAPL | 170 funds | $39.5B |
| AMAZON.COM INCAMZN | 170 funds | $22.2B |
| JOHNSON & JOHNSONJNJ | 170 funds | $8.6B |
| EXXON MOBIL CORPXOM | 170 funds | $8.0B |
| VISA INC-CLASS A SHARESV | 170 funds | $7.4B |
| CISCO SYSTEMS INCCSCO | 170 funds | $3.9B |
| ORACLE CORPORCL | 170 funds | $3.3B |
Ranked by how many of IQLT'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 IQLT. 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.