| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Members Advisory Group LLC | $24.4M | 197K | ▲+405% Added · +158K sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | $8.0M | 91K | ▲+116% Added · +49K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $2.5M | 28K | ▲+22% Added · +5K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 23K | ▼−12% Reduced · −3K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $1.3M | 15K | ▼−62% Reduced · −24K sh | Q1 2026 | |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 11K | ▲New +11K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $706K | 8K | ▲+3.7% Added · +285 sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $618K | 7K | ▲+2.5% Added · +172 sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $514K | 6K | —Held | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $401K | 5K | ▲+4.4% Added · +192 sh | Q1 2026 | |
| 11 | HOWARD FINANCIAL SERVICES, LTD. | $532K | 4K | ▲New +4K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $368K | 4K | ▼−2.7% Reduced · −116 sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $327K | 4K | ▼−14% Reduced · −608 sh | Q1 2026 | |
| 14 | Envestnet Portfolio Solutions, Inc. | $445K | 4K | ▲New +4K sh | Q2 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $301K | 3K | ▼−2.7% Reduced · −94 sh | Q1 2026 | |
| 16 | FRANKLIN RESOURCES INC | $196K | 2K | —Held | Q1 2026 | |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $232K | 2K | ▲New +2K sh | Q2 2026 | |
| 18 | CWM, LLC | $10K | 113 | —Held | Q1 2026 | |
| 19 | Allworth Financial LP | $10K | 110 | —Held | Q1 2026 | |
| 20 | CGC Financial Services, LLC | $2K | 18 | —Held | Q2 2026 | |
| 21 | MORGAN STANLEY | $131 | 1 | —Held | 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 | 6 funds | $5.8B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $4.9B |
| MICROSOFT CORPMSFT | 6 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 6 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.9B |
| BROADCOM INCAVGO | 6 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 6 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.4B |
Ranked by how many of IQM'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/IQM/capital-change-brief"
Use Arkolith's capital_change_brief for IQM. 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 IQM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.