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/ITA/capital-change-brief"
Use Arkolith's capital_change_brief for ITA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $656.5M | 3.0M | ▲+0.3% Added · +8K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $655.8M | 3.0M | ▲+3.6% Added · +105K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $507.9M | 2.3M | ▼−26% Reduced · −831K sh | Q1 2026 | |
| 4 | UBS Group AG | $378.3M | 1.7M | ▲+169% Added · +1.1M sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $298.5M | 1.4M | ▲+7.4% Added · +94K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $204.8M | 943K | ▲+22% Added · +171K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $169.1M | 773K | ▲+7.7% Added · +55K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | $157.2M | 719K | ▲+56% Added · +257K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $152.7M | 698K | ▼−85% Reduced · −4.0M sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $121.8M | 578K | ▼−15% Reduced · −105K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $122.3M | 559K | ▲+12% Added · +59K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $116.4M | 532K | ▲+23% Added · +101K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $109.4M | 500K | ▲+19% Added · +79K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $83.5M | 382K | ▼−40% Reduced · −252K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $73.1M | 334K | ▼−54% Reduced · −391K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $73.0M | 334K | ▼−22% Reduced · −92K sh | Q1 2026 | |
| 17 | Dynasty Wealth Management, LLC | $68.5M | 313K | ▲+41% Added · +91K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $50.3M | 230K | ▲+21% Added · +41K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $47.2M | 216K | ▼−33% Reduced · −108K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $46.5M | 215K | ▲+65% Added · +84K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $40.7M | 186K | ▼−20% Reduced · −47K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $38.9M | 178K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $37.9M | 173K | ▼−12% Reduced · −24K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $36.2M | 168K | ▲+73% Added · +71K sh | Q1 2026 | |
| 25 | BANK OF MONTREAL /CAN/ | $32.5M | 149K | ▲+8.1% Added · +11K 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 220 funds | $67.6B |
| NVIDIA CORPNVDA | 219 funds | $127.0B |
| MICROSOFT CORPMSFT | 218 funds | $92.6B |
| JPMORGAN CHASE & COJPM | 218 funds | $31.5B |
| APPLE INCAAPL | 217 funds | $104.4B |
| ALPHABET INC-CL CGOOG | 216 funds | $36.3B |
| ALPHABET INC-CL AGOOGL | 215 funds | $63.3B |
| BROADCOM INCAVGO | 214 funds | $48.4B |
| ELI LILLY & COLLY | 214 funds | $26.8B |
| VISA INC-CLASS A SHARESV | 214 funds | $21.2B |
| META PLATFORMS INC-CLASS AMETA | 213 funds | $34.8B |
| CHEVRON CORPCVX | 213 funds | $16.0B |
Ranked by how many of ITA'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 ITA. 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.