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/IQSU/capital-change-brief"
Use Arkolith's capital_change_brief for IQSU. 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 | $251.8M | 4.9M | ▲+33% Added · +1.2M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 132K | ▲+41% Added · +38K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $2.6M | 50K | ▼−60% Reduced · −75K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $1.8M | 36K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $1.2M | 24K | ▲New +24K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $958K | 19K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 7 | Paul R. Ried Financial Group, LLC | $977K | 16K | ▼−17% Reduced · −3K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $539K | 11K | ▲+1.7% Added · +174 sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $350K | 7K | ▼−41% Reduced · −5K sh | Q1 2026 | |
| 10 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $103K | 2K | —Held | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $97K | 2K | —Held | Q1 2026 | |
| 12 | MORGAN STANLEY | $92K | 2K | ▲+0.3% Added · +5 sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $91K | 2K | ▼−53% Reduced · −2K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $33K | 634 | ▲+0.1% Added · +1 sh | Q1 2026 | |
| 15 | IFP Advisors, Inc | $11K | 220 | ▼−98% Reduced · −14K sh | Q1 2026 | |
| 16 | FMR LLC | $5K | 94 | —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 | 7 funds | $6.3B |
| APPLE INCAAPL | 7 funds | $5.1B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $4.1B |
| AMAZON.COM INCAMZN | 7 funds | $3.4B |
| MICROSOFT CORPMSFT | 7 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 7 funds | $2.2B |
| BROADCOM INCAVGO | 7 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 7 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 7 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 7 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $1.6B |
Ranked by how many of IQSU'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 IQSU. 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.