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/IQSI/capital-change-brief"
Use Arkolith's capital_change_brief for IQSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $180.8M | 5.1M | ▲+5.8% Added · +281K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $1.3M | 37K | ▲~0% Added · +9 sh | Q1 2026 | |
| 3 | Orion Porfolio Solutions, LLC | $1.1M | 31K | ▼−9.8% Reduced · −3K sh | Q1 2026 | |
| 4 | Paul R. Ried Financial Group, LLC | $1.0M | 26K | ▼−1.1% Reduced · −284 sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $757K | 21K | ▲+5.0% Added · +1K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $747K | 21K | ▲+73% Added · +9K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $594K | 17K | ▲+19% Added · +3K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $233K | 7K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $127K | 4K | ▲+12% Added · +379 sh | Q1 2026 | |
| 10 | HARBOUR INVESTMENTS, INC. | $121K | 3K | ▼−19% Reduced · −780 sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $91K | 3K | —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 |
|---|---|---|
| APPLE INCAAPL | 4 funds | $2.5B |
| NVIDIA CORPNVDA | 4 funds | $2.0B |
| MICROSOFT CORPMSFT | 4 funds | $1.5B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $1.4B |
| AMAZON.COM INCAMZN | 4 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 4 funds | $952.0M |
| JPMORGAN CHASE & COJPM | 4 funds | $759.6M |
| BROADCOM INCAVGO | 4 funds | $742.8M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $721.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $701.7M |
| ALPHABET INC-CL CGOOG | 4 funds | $660.2M |
| WALMART INCWMT | 4 funds | $618.4M |
Ranked by how many of IQSI'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 IQSI. 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.