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/IUS/capital-change-brief"
Use Arkolith's capital_change_brief for IUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $87.3M | 1.5M | ▼~0% Reduced · −514 sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $52.1M | 900K | ▲+11% Added · +86K sh | Q1 2026 | |
| 3 | CWM, LLC | $40.6M | 701K | ▲+5.0% Added · +34K sh | Q1 2026 | |
| 4 | Rockefeller Capital Management L.P. | $39.1M | 675K | ▲+0.6% Added · +4K sh | Q1 2026 | |
| 5 | Intelligence Driven Advisers, LLC | $31.9M | 550K | ▼−17% Reduced · −113K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $26.0M | 448K | ▼−9.3% Reduced · −46K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $15.7M | 270K | ▲+6.5% Added · +16K sh | Q1 2026 | |
| 8 | HighPoint Advisor Group LLC | $15.6M | 269K | ▼−23% Reduced · −80K sh | Q1 2026 | |
| 9 | Merit Financial Group, LLC | $14.2M | 245K | ▲+2.1% Added · +5K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $13.9M | 240K | ▼−7.0% Reduced · −18K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $12.0M | 207K | ▲+15% Added · +27K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $11.4M | 197K | ▲+45% Added · +61K sh | Q1 2026 | |
| 13 | McIlrath & Eck, LLC | $9.0M | 155K | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 14 | PFG Advisors | $8.1M | 124K | ▲+9.6% Added · +11K sh | Q2 2026 | |
| 15 | Geneos Wealth Management Inc. | $6.0M | 103K | ▼−4.7% Reduced · −5K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 84K | ▲+21% Added · +15K sh | Q1 2026 | |
| 17 | Professional Financial Advisors, LLC | $5.0M | 76K | ▲+1.7% Added · +1K sh | Q2 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $3.9M | 67K | ▼−57% Reduced · −90K sh | Q1 2026 | |
| 19 | Synergy Investment Management, LLC | $3.4M | 59K | ▲+26% Added · +12K sh | Q1 2026 | |
| 20 | Nova Wealth Management, Inc. | $3.7M | 57K | ▲+6.3% Added · +3K sh | Q2 2026 | |
| 21 | Cetera Investment Advisers | $3.1M | 54K | ▼−0.1% Reduced · −50 sh | Q1 2026 | |
| 22 | GTS SECURITIES LLC | $3.0M | 51K | ▲New +51K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $2.5M | 42K | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 41K | ▼−0.6% Reduced · −227 sh | Q1 2026 | |
| 25 | Foguth Wealth Management, LLC. | $2.1M | 32K | ▼−38% Reduced · −20K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $13.2B |
| NVIDIA CORPNVDA | 35 funds | $13.1B |
| APPLE INCAAPL | 35 funds | $12.1B |
| MICROSOFT CORPMSFT | 35 funds | $9.4B |
| AMAZON.COM INCAMZN | 35 funds | $8.0B |
| ALPHABET INC-CL AGOOGL | 35 funds | $6.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 35 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 35 funds | $3.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $3.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 35 funds | $3.4B |
Ranked by how many of IUS'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 IUS. 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.