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/ISMD/capital-change-brief"
Use Arkolith's capital_change_brief for ISMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | $57.8M | 1.4M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 2 | OneAscent Financial Services LLC | $31.0M | 777K | ▲+721% Added · +682K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $8.6M | 214K | ▲+3.8% Added · +8K sh | Q1 2026 | |
| 4 | CreativeOne Wealth, LLC | $5.8M | 145K | ▲28× Added · +139K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $3.8M | 95K | ▲+61% Added · +36K sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 67K | ▲+19% Added · +11K sh | Q2 2026 | |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.0M | 50K | ▼−72% Reduced · −132K sh | Q1 2026 | |
| 8 | UBS Group AG | $1.7M | 42K | ▼−1.6% Reduced · −700 sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $1.5M | 38K | ▲New +38K sh | Q1 2026 | |
| 10 | GTS SECURITIES LLC | $1.5M | 37K | ▲+45% Added · +11K sh | Q1 2026 | |
| 11 | EverSource Wealth Advisors, LLC | $1.4M | 36K | ▲+6.8% Added · +2K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $1.4M | 35K | ▲+9.4% Added · +3K sh | Q1 2026 | |
| 13 | Chevy Chase Trust Holdings, LLC | $1.4M | 34K | ▲New +34K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $1.2M | 31K | ▲+178% Added · +20K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.2M | 30K | ▲+8.8% Added · +2K sh | Q1 2026 | |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 29K | ▲+30% Added · +7K sh | Q1 2026 | |
| 17 | LVZ, Inc. | $1.4M | 29K | ▼−0.6% Reduced · −165 sh | Q2 2026 | |
| 18 | Focus Partners Advisor Solutions, LLC | $1.0M | 25K | ▲+47% Added · +8K sh | Q1 2026 | |
| 19 | FAMILY WEALTH PARTNERS, LLC | $1.2M | 23K | ▲+11% Added · +2K sh | Q2 2026 | |
| 20 | Financial Advisory Corp | $985K | 20K | ▼−8.8% Reduced · −2K sh | Q2 2026 | |
| 21 | CWM, LLC | $739K | 18K | ▼−5.1% Reduced · −993 sh | Q1 2026 | |
| 22 | AE Wealth Management LLC | $703K | 18K | ▲+48% Added · +6K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $687K | 17K | ▲+12% Added · +2K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $662K | 17K | ▲+83% Added · +8K sh | Q1 2026 | |
| 25 | IFP Advisors, Inc | $598K | 15K | ▲+2.6% Added · +383 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 | 28 funds | $9.6B |
| NVIDIA CORPNVDA | 28 funds | $6.9B |
| MICROSOFT CORPMSFT | 28 funds | $5.9B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 28 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 28 funds | $2.6B |
| VANGUARD GROWTH ETFVUG | 28 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 28 funds | $2.4B |
| BROADCOM INCAVGO | 28 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $2.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 28 funds | $1.9B |
Ranked by how many of ISMD'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 ISMD. 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.