46 tracked 13F filers disclose a position in ISRA as of the latest SEC 13F filings, a combined $28.8M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $9.6M | 147K | —Held | Q2 2026 | |
| 2 | IMA Advisory Services, Inc. | $3.9M | 60K | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 3 | JANE STREET GROUP, LLC | $2.5M | 42K | ▲New +42K sh | Q1 2026 | |
| 4 | Whitaker-Myers Wealth Managers, LTD. | $2.2M | 33K | ▼−3.6% Reduced · −1K sh | Q2 2026 | |
| 5 | Focus Partners Wealth | $986K | 16K | ▲New +16K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $846K | 14K | ▲+33% Added · +3K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $845K | 14K | ▲+2.1% Added · +285 sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $816K | 14K | ▲+80% Added · +6K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $797K | 13K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 10 | TD Waterhouse Canada Inc. | $660K | 10K | ▲+39% Added · +3K sh | Q2 2026 | |
| 11 | RVW Wealth, LLC | $556K | 9K | ▼−5.4% Reduced · −492 sh | Q2 2026 | |
| 12 | Team Hewins, LLC | $533K | 8K | —Held | Q2 2026 | |
| 13 | Integrated Wealth Concepts LLC | $521K | 8K | ▲New +8K sh | Q2 2026 | |
| 14 | Ackerman Asset Management, LLC | $441K | 7K | —Held | Q2 2026 | |
| 15 | TRUIST FINANCIAL CORP | $388K | 6K | ▲+22% Added · +1K sh | Q1 2026 | |
| 16 | SFMG, LLC | $407K | 6K | —Held | Q2 2026 | |
| 17 | Pathstone Holdings, LLC | $356K | 6K | —Held | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $310K | 5K | ▲16× Added · +5K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $272K | 5K | ▼−84% Reduced · −24K sh | Q1 2026 | |
| 20 | WILLNER & HELLER, LLC | $277K | 4K | —Held | Q2 2026 | |
| 21 | Cetera Investment Advisers | $257K | 4K | ▼−24% Reduced · −1K sh | Q1 2026 | |
| 22 | Phillip James Consulting Co. | Withheld | 4K | ▲New +4K sh | Q2 2026 | |
| 23 | NCM Capital Management, LLC | $243K | 4K | —Held | Q2 2026 | |
| 24 | Perigon Wealth Management, LLC | $211K | 3K | ▲New +3K sh | Q2 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $189K | 3K | ▲+18% Added · +488 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.
Last quarter, 4 funds opened a new position in ISRA, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL CGOOG | 16 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 16 funds | $805.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $421.7M |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $4.2B |
| APPLE INCAAPL | 15 funds | $2.4B |
| AMAZON.COM INCAMZN | 15 funds | $2.2B |
| MICROSOFT CORPMSFT | 15 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $830.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $619.8M |
| JOHNSON & JOHNSONJNJ | 15 funds | $601.8M |
| HOME DEPOT INCHD | 15 funds | $574.7M |
Ranked by how many of ISRA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for ISRA
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/ISRA/capital-change-brief"
Use Arkolith's capital_change_brief for ISRA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ISRA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.