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/ISCV/capital-change-brief"
Use Arkolith's capital_change_brief for ISCV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | $65.8M | 946K | ▲+4.2% Added · +38K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $20.8M | 300K | ▼−5.3% Reduced · −17K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $20.0M | 288K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $16.3M | 235K | ▲+51% Added · +79K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $15.8M | 227K | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $14.0M | 202K | ▲+17% Added · +29K sh | Q1 2026 | |
| 7 | Steele Capital Management, Inc. | $13.0M | 188K | ▲+0.2% Added · +424 sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $10.3M | 149K | ▲+5.5% Added · +8K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $9.3M | 134K | ▲+142% Added · +78K sh | Q1 2026 | |
| 10 | UBS Group AG | $9.2M | 132K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $7.8M | 112K | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $7.1M | 103K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | $4.1M | 58K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 14 | Aptus Capital Advisors, LLC | $4.0M | 57K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 15 | Ipsen Advisor Group LLC | $3.9M | 56K | ▼−0.3% Reduced · −171 sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 51K | ▼−7.3% Reduced · −4K sh | Q1 2026 | |
| 17 | Chicago Partners Investment Group LLC | $3.7M | 50K | ▲+0.1% Added · +45 sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $3.2M | 47K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $3.2M | 46K | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $2.7M | 38K | ▼−15% Reduced · −7K sh | Q1 2026 | |
| 21 | Prosperity Consulting Group, LLC | $2.4M | 35K | ▼−6.9% Reduced · −3K sh | Q1 2026 | |
| 22 | IHT Wealth Management, LLC | $2.3M | 34K | ▼−0.4% Reduced · −142 sh | Q1 2026 | |
| 23 | EP Wealth Advisors, LLC | $2.3M | 34K | —Held | Q1 2026 | |
| 24 | Twin Cities Retirement Group LLC | $2.2M | 28K | ▼−3.7% Reduced · −1K sh | Q2 2026 | |
| 25 | Perennial Investment Advisors, LLC | $1.9M | 28K | ▼−0.8% Reduced · −237 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 | 35 funds | $12.0B |
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $11.1B |
| NVIDIA CORPNVDA | 35 funds | $10.0B |
| MICROSOFT CORPMSFT | 35 funds | $9.8B |
| AMAZON.COM INCAMZN | 35 funds | $7.4B |
| VANGUARD S&P 500 ETFVOO | 35 funds | $6.9B |
| VANGUARD GROWTH ETFVUG | 35 funds | $6.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $6.4B |
| VANGUARD VALUE ETFVTV | 35 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 35 funds | $4.5B |
| BROADCOM INCAVGO | 35 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 35 funds | $4.1B |
Ranked by how many of ISCV'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 ISCV. 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.