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/ISTB/capital-change-brief"
Use Arkolith's capital_change_brief for ISTB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $277.6M | 5.7M | ▲+3.6% Added · +198K sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124.5M | 2.6M | ▲+9.5% Added · +224K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $111.0M | 2.3M | ▲+3.0% Added · +66K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $85.1M | 1.8M | ▲+23% Added · +332K sh | Q1 2026 | |
| 5 | SPINNAKER TRUST | $66.9M | 1.4M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 6 | Mariner, LLC | $64.0M | 1.3M | ▲+2.8% Added · +36K sh | Q1 2026 | |
| 7 | Financial Solutions Advisory Group, Inc. | $54.0M | 1.1M | ▼−5.0% Reduced · −59K sh | Q2 2026 | |
| 8 | Prosperity Planning, Inc. | $53.0M | 1.1M | ▲+7.9% Added · +80K sh | Q2 2026 | |
| 9 | Apella Capital, LLC | $52.2M | 1.1M | ▲+14% Added · +137K sh | Q2 2026 | |
| 10 | JPMORGAN CHASE & CO | $47.7M | 987K | ▼−7.9% Reduced · −84K sh | Q1 2026 | |
| 11 | UBS Group AG | $45.6M | 941K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $45.2M | 933K | ▲+8.5% Added · +73K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $44.6M | 921K | ▼−7.7% Reduced · −77K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $42.9M | 886K | ▲+2.3% Added · +20K sh | Q1 2026 | |
| 15 | MBL Wealth, LLC | $42.2M | 875K | ▲+4.8% Added · +40K sh | Q2 2026 | |
| 16 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $35.9M | 741K | ▲+33% Added · +185K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $35.4M | 729K | ▲+3.3% Added · +23K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $33.2M | 685K | ▲+2.2% Added · +15K sh | Q1 2026 | |
| 19 | Destination Wealth Management | $30.7M | 633K | ▲+3.2% Added · +20K sh | Q1 2026 | |
| 20 | Geneos Wealth Management Inc. | $28.2M | 581K | ▲+6.7% Added · +36K sh | Q1 2026 | |
| 21 | Johnson Financial Group, Inc. | $27.1M | 559K | ▲+8.3% Added · +43K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $27.0M | 557K | ▲+8.5% Added · +44K sh | Q1 2026 | |
| 23 | CIM, LLC | $26.7M | 552K | ▲+0.1% Added · +522 sh | Q1 2026 | |
| 24 | PITTENGER & ANDERSON INC | $26.2M | 542K | ▼−4.6% Reduced · −26K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $25.4M | 525K | ▼−1.2% Reduced · −6K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 104 funds | $29.5B |
| APPLE INCAAPL | 104 funds | $27.8B |
| AMAZON.COM INCAMZN | 104 funds | $16.3B |
| META PLATFORMS INC-CLASS AMETA | 104 funds | $8.9B |
| MICROSOFT CORPMSFT | 103 funds | $20.7B |
| JPMORGAN CHASE & COJPM | 103 funds | $9.8B |
| BROADCOM INCAVGO | 103 funds | $9.7B |
| ALPHABET INC-CL CGOOG | 103 funds | $9.6B |
| COSTCO WHOLESALE CORPCOST | 103 funds | $5.5B |
| WALMART INCWMT | 103 funds | $5.5B |
| ELI LILLY & COLLY | 103 funds | $5.4B |
| VISA INC-CLASS A SHARESV | 103 funds | $5.3B |
Ranked by how many of ISTB'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 ISTB. 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.