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/IUSB/capital-change-brief"
Use Arkolith's capital_change_brief for IUSB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.1B | 133.1M | ▲+12% Added · +14.0M sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $3.7B | 79.6M | ▲+3.9% Added · +3.0M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $3.3B | 70.8M | ▼−1.6% Reduced · −1.1M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $2.3B | 49.6M | ▲+3.4% Added · +1.6M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $2.2B | 47.3M | ▲+3.9% Added · +1.8M sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4B | 30.3M | ▲+6.0% Added · +1.7M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.2B | 26.0M | ▲+5.2% Added · +1.3M sh | Q1 2026 | |
| 8 | Mariner, LLC | $875.2M | 18.9M | ▲+18% Added · +2.8M sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $825.6M | 17.9M | ▲+0.3% Added · +63K sh | Q1 2026 | |
| 10 | CWM, LLC | $813.7M | 17.6M | ▲+2.5% Added · +423K sh | Q1 2026 | |
| 11 | Envestnet Portfolio Solutions, Inc. | $579.1M | 12.5M | ▲+0.6% Added · +70K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $533.1M | 11.5M | ▲+3.9% Added · +429K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $506.9M | 11.0M | ▲+14% Added · +1.3M sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $463.9M | 10.0M | ▲+5.5% Added · +520K sh | Q1 2026 | |
| 15 | Kestra Investment Management, LLC | $353.2M | 7.6M | ▲+66% Added · +3.0M sh | Q1 2026 | |
| 16 | OneDigital Investment Advisors LLC | $350.6M | 7.6M | ▲+11% Added · +730K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $335.6M | 7.3M | ▼−2.3% Reduced · −173K sh | Q1 2026 | |
| 18 | SigFig Wealth Management, LLC | $241.8M | 5.2M | ▲+13% Added · +604K sh | Q1 2026 | |
| 19 | Johnson Financial Group, Inc. | $233.4M | 5.1M | ▲71× Added · +5.0M sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $228.1M | 4.9M | ▲+9.1% Added · +412K sh | Q1 2026 | |
| 21 | Wealthspire Advisors, LLC | $218.4M | 4.7M | ▲+2.4% Added · +109K sh | Q1 2026 | |
| 22 | GeoWealth Management, LLC | $215.4M | 4.7M | ▲+1.8% Added · +82K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $198.5M | 4.3M | ▲+8.2% Added · +325K sh | Q1 2026 | |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $189.5M | 4.1M | ▲+2.7% Added · +107K sh | Q1 2026 | |
| 25 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $174.4M | 3.8M | ▲+12% Added · +414K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 193 funds | $29.5B |
| NVIDIA CORPNVDA | 192 funds | $35.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 192 funds | $29.7B |
| AMAZON.COM INCAMZN | 192 funds | $21.3B |
| JPMORGAN CHASE & COJPM | 192 funds | $12.9B |
| ALPHABET INC-CL CGOOG | 192 funds | $12.7B |
| APPLE INCAAPL | 191 funds | $39.9B |
| ALPHABET INC-CL AGOOGL | 191 funds | $19.0B |
| META PLATFORMS INC-CLASS AMETA | 191 funds | $11.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 191 funds | $10.1B |
| ISHARES CORE S&P 500 ETFIVV | 190 funds | $36.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 190 funds | $16.3B |
Ranked by how many of IUSB'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 IUSB. 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.