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/ITM/capital-change-brief"
Use Arkolith's capital_change_brief for ITM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $764.6M | 16.5M | ▲+0.7% Added · +122K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $182.6M | 3.9M | ▼−7.3% Reduced · −307K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $103.2M | 2.2M | ▲+4.2% Added · +90K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $65.7M | 1.4M | ▲+13% Added · +160K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $50.5M | 1.1M | ▲+1.0% Added · +11K sh | Q1 2026 | |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $49.6M | 1.1M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 7 | TIAA Wealth Investment Management LLC | $44.0M | 947K | ▲New +947K sh | Q1 2026 | |
| 8 | Willis Johnson & Associates, Inc. | $43.8M | 944K | ▲+20% Added · +161K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $37.1M | 798K | ▼−17% Reduced · −162K sh | Q1 2026 | |
| 10 | FMR LLC | $34.9M | 751K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $31.1M | 670K | ▼−8.0% Reduced · −58K sh | Q1 2026 | |
| 12 | UMB Bank, n.a. | $27.8M | 599K | ▼−41% Reduced · −425K sh | Q1 2026 | |
| 13 | OneDigital Investment Advisors LLC | $23.3M | 502K | ▲+4.5% Added · +22K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $20.8M | 448K | ▼−5.9% Reduced · −28K sh | Q1 2026 | |
| 15 | MATHER GROUP, LLC. | $20.5M | 441K | ▼−3.5% Reduced · −16K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.6M | 419K | ▲+3.8% Added · +15K sh | Q2 2026 | |
| 17 | DAVIDSON INVESTMENT ADVISORS | $18.8M | 404K | ▲+4.6% Added · +18K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $16.9M | 364K | ▲+5.4% Added · +19K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $14.8M | 319K | ▼−2.3% Reduced · −7K sh | Q1 2026 | |
| 20 | UBS Group AG | $14.2M | 307K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 21 | Avidian Wealth Enterprises, LLC | $13.5M | 292K | ▼−9.9% Reduced · −32K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $13.2M | 283K | ▲New +283K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $11.9M | 257K | ▼−3.0% Reduced · −8K sh | Q1 2026 | |
| 24 | FOCUS Wealth Advisors, LLC | $8.7M | 184K | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $7.8M | 169K | ▲+1.4% Added · +2K 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 | 72 funds | $20.2B |
| MICROSOFT CORPMSFT | 72 funds | $17.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 72 funds | $9.6B |
| JPMORGAN CHASE & COJPM | 72 funds | $8.0B |
| BROADCOM INCAVGO | 72 funds | $7.8B |
| ALPHABET INC-CL CGOOG | 72 funds | $7.0B |
| WALMART INCWMT | 72 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 72 funds | $4.3B |
| CHEVRON CORPCVX | 72 funds | $3.3B |
| APPLE INCAAPL | 71 funds | $20.6B |
| AMAZON.COM INCAMZN | 71 funds | $12.7B |
| VANGUARD S&P 500 ETFVOO | 71 funds | $11.2B |
Ranked by how many of ITM'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 ITM. 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.