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/ISHG/capital-change-brief"
Use Arkolith's capital_change_brief for ISHG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | $74.1M | 999K | ▼−6.5% Reduced · −69K sh | Q1 2026 | |
| 2 | NewEdge Wealth, LLC | $70.5M | 951K | ▼−6.0% Reduced · −60K sh | Q1 2026 | |
| 3 | Turim 21 Investimentos Ltda. | $34.2M | 461K | ▲New +461K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $26.8M | 361K | ▼−2.3% Reduced · −9K sh | Q1 2026 | |
| 5 | UBS Group AG | $20.6M | 278K | ▲+192% Added · +183K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $20.4M | 275K | ▼−5.7% Reduced · −17K sh | Q1 2026 | |
| 7 | CIBC Bancorp USA Inc. | $18.0M | 245K | ▲New +245K sh | Q1 2026 | |
| 8 | Checchi Capital Advisers, LLC | $13.5M | 182K | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $8.8M | 118K | ▲14× Added · +110K sh | Q1 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $8.4M | 113K | ▲+35% Added · +29K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $7.3M | 99K | ▲+383% Added · +78K sh | Q1 2026 | |
| 12 | Proficio Capital Partners LLC | $5.4M | 73K | ▲New +73K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $5.3M | 71K | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 14 | Cresset Asset Management, LLC | $4.9M | 66K | ▲+25% Added · +13K sh | Q1 2026 | |
| 15 | Octavia Wealth Advisors, LLC | $4.8M | 65K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 60K | ▲+214% Added · +41K sh | Q1 2026 | |
| 17 | New Capital Management LP | $3.8M | 51K | ▲+1.1% Added · +565 sh | Q2 2026 | |
| 18 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $3.3M | 44K | ▲+123% Added · +24K sh | Q1 2026 | |
| 19 | Advisory Services Network, LLC | $2.8M | 38K | ▲+14% Added · +5K sh | Q1 2026 | |
| 20 | Wealthspire Advisors, LLC | $2.7M | 36K | ▲+12% Added · +4K sh | Q1 2026 | |
| 21 | ALTERNA WEALTH MANAGEMENT, INC | $2.6M | 35K | ▲New +35K sh | Q2 2026 | |
| 22 | Cerity Partners LLC | $2.5M | 33K | ▲+8.3% Added · +3K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 32K | ▲New +32K sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $2.1M | 29K | ▲+13% Added · +3K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $1.8M | 24K | ▲+3.8% Added · +880 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $9.3B |
| APPLE INCAAPL | 25 funds | $8.9B |
| NVIDIA CORPNVDA | 25 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $8.1B |
| MICROSOFT CORPMSFT | 25 funds | $6.8B |
| AMAZON.COM INCAMZN | 25 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 25 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 25 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $2.3B |
| VISA INC-CLASS A SHARESV | 25 funds | $1.6B |
| COSTCO WHOLESALE CORPCOST | 25 funds | $1.6B |
Ranked by how many of ISHG'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 ISHG. 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.