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/ISCG/capital-change-brief"
Use Arkolith's capital_change_brief for ISCG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $52.4M | 956K | ▼−1.9% Reduced · −18K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $44.9M | 848K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $34.7M | 633K | ▼−6.4% Reduced · −44K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $31.1M | 567K | ▼−8.1% Reduced · −50K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.7M | 541K | ▲+4.2% Added · +22K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $22.6M | 413K | ▲+2.1% Added · +9K sh | Q1 2026 | |
| 7 | Gallagher Fiduciary Advisors, LLC | $17.8M | 326K | ▲+6.0% Added · +18K sh | Q1 2026 | |
| 8 | Atria Investments, Inc | $17.8M | 324K | ▲+6.2% Added · +19K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $14.8M | 269K | ▲+4.3% Added · +11K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $14.3M | 260K | ▲+20% Added · +44K sh | Q1 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $14.2M | 260K | ▲New +260K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $13.8M | 251K | ▲+70% Added · +104K sh | Q1 2026 | |
| 13 | Steele Capital Management, Inc. | $9.8M | 179K | ▲+0.2% Added · +290 sh | Q1 2026 | |
| 14 | UBS Group AG | $9.1M | 167K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $9.1M | 165K | ▲+3.1% Added · +5K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $8.5M | 156K | ▼−6.7% Reduced · −11K sh | Q1 2026 | |
| 17 | Mariner, LLC | $7.7M | 141K | ▲+11% Added · +14K sh | Q1 2026 | |
| 18 | Ipsen Advisor Group LLC | $6.3M | 115K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 19 | MRA Advisory Group | $7.3M | 111K | ▲+1.0% Added · +1K sh | Q2 2026 | |
| 20 | McKinley Carter Wealth Services, Inc. | $5.8M | 105K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 21 | Certified Advisory Corp | $6.4M | 98K | ▲+19% Added · +16K sh | Q2 2026 | |
| 22 | Three Bearings Fiduciary Advisors, Inc. | $5.6M | 85K | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $3.6M | 66K | ▲+1.4% Added · +902 sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $3.6M | 65K | ▲+62% Added · +25K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 64K | ▼−3.8% Reduced · −3K 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 |
|---|---|---|
| APPLE INCAAPL | 52 funds | $17.2B |
| NVIDIA CORPNVDA | 52 funds | $14.9B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $14.6B |
| MICROSOFT CORPMSFT | 52 funds | $13.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $12.6B |
| AMAZON.COM INCAMZN | 52 funds | $10.2B |
| JPMORGAN CHASE & COJPM | 52 funds | $6.1B |
| BROADCOM INCAVGO | 52 funds | $6.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 52 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 52 funds | $5.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 52 funds | $5.5B |
Ranked by how many of ISCG'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 ISCG. 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.