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/ITOT/capital-change-brief"
Use Arkolith's capital_change_brief for ITOT. 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. | $11.4B | 79.9M | ▲+13% Added · +9.2M sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $9.4B | 66.0M | ▲+3.2% Added · +2.1M sh | Q1 2026 | |
| 3 | Wealthfront Advisers LLC | $2.0B | 14.4M | ▲+24% Added · +2.8M sh | Q1 2026 | |
| 4 | ALLIANCEBERNSTEIN L.P. | $1.6B | 10.7M | ▲+6.8% Added · +676K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $1.5B | 10.2M | ▼−6.4% Reduced · −697K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $953.5M | 6.7M | ▲+8.7% Added · +536K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $942.7M | 6.6M | ▲+3.1% Added · +201K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $844.5M | 5.9M | ▼−6.2% Reduced · −395K sh | Q1 2026 | |
| 9 | Focus Partners Advisor Solutions, LLC | $770.9M | 5.4M | ▲+7.4% Added · +373K sh | Q1 2026 | |
| 10 | ALLSTATE CORP | $761.3M | 5.3M | ▲+328% Added · +4.1M sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $603.0M | 4.2M | ▲+17% Added · +611K sh | Q1 2026 | |
| 12 | SigFig Wealth Management, LLC | $575.8M | 4.0M | ▲+11% Added · +404K sh | Q1 2026 | |
| 13 | Blue Trust, Inc. | $551.6M | 3.9M | ▼−0.8% Reduced · −31K sh | Q1 2026 | |
| 14 | Auto-Owners Insurance Co | $512.1M | 3.6M | —Held | Q1 2026 | |
| 15 | Ballentine Partners, LLC | $453.7M | 3.2M | ▼−1.5% Reduced · −49K sh | Q1 2026 | |
| 16 | AlTi Global, Inc. | $413.2M | 2.9M | ▲+5.4% Added · +148K sh | Q1 2026 | |
| 17 | Norinchukin Bank, The | $320.0M | 2.2M | —Held | Q1 2026 | |
| 18 | Single Point Partners, LLC | Withheld | 2.2M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 19 | Creative Planning | $291.9M | 2.0M | ▼−1.7% Reduced · −35K sh | Q1 2026 | |
| 20 | Allworth Financial LP | $277.6M | 1.9M | ▼−1.9% Reduced · −38K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $277.6M | 1.9M | ▼−5.6% Reduced · −116K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $273.4M | 1.9M | ▼−7.3% Reduced · −151K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $265.6M | 1.9M | ▼−5.0% Reduced · −98K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $242.4M | 1.8M | ▲+13% Added · +200K sh | Q1 2026 | |
| 25 | Lido Advisors, LLC | $243.7M | 1.7M | ▼−4.3% Reduced · −77K 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 | 288 funds | $83.0B |
| NVIDIA CORPNVDA | 287 funds | $152.1B |
| MICROSOFT CORPMSFT | 287 funds | $112.7B |
| APPLE INCAAPL | 286 funds | $124.2B |
| ALPHABET INC-CL AGOOGL | 286 funds | $70.2B |
| ALPHABET INC-CL CGOOG | 286 funds | $51.0B |
| ISHARES CORE S&P 500 ETFIVV | 285 funds | $38.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 285 funds | $26.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 285 funds | $20.0B |
| BROADCOM INCAVGO | 283 funds | $56.9B |
| CHEVRON CORPCVX | 283 funds | $16.9B |
| JPMORGAN CHASE & COJPM | 282 funds | $34.2B |
Ranked by how many of ITOT'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 ITOT. 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.