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/IUSG/capital-change-brief"
Use Arkolith's capital_change_brief for IUSG. 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/ | $8.2B | 52.8M | ▲+21% Added · +9.3M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $2.3B | 14.5M | ▲+3.9% Added · +540K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $2.2B | 14.4M | ▲+1.1% Added · +155K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $1.0B | 6.7M | ▲+26% Added · +1.4M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $444.9M | 2.9M | ▲+24% Added · +564K sh | Q1 2026 | |
| 6 | Merit Financial Group, LLC | $303.1M | 2.0M | ▲+20% Added · +328K sh | Q1 2026 | |
| 7 | Blue Trust, Inc. | $289.7M | 1.9M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $234.8M | 1.6M | ▼−2.9% Reduced · −47K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $221.6M | 1.4M | ▼−1.6% Reduced · −24K sh | Q1 2026 | |
| 10 | UBS Group AG | $212.2M | 1.4M | ▲+14% Added · +170K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $189.3M | 1.2M | ▲+14% Added · +146K sh | Q1 2026 | |
| 12 | Kestra Investment Management, LLC | $175.9M | 1.1M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $175.6M | 1.1M | ▼−2.4% Reduced · −27K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $172.8M | 1.1M | ▲+11% Added · +109K sh | Q1 2026 | |
| 15 | Facet Wealth, Inc. | $126.3M | 814K | ▲+5.3% Added · +41K sh | Q1 2026 | |
| 16 | BENJAMIN EDWARDS INC | $122.1M | 787K | ▲+11% Added · +75K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $120.5M | 777K | ▼−26% Reduced · −274K sh | Q1 2026 | |
| 18 | FMR LLC | $108.0M | 696K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $99.0M | 638K | ▲+3.6% Added · +22K sh | Q1 2026 | |
| 20 | BLAIR WILLIAM & CO/IL | $74.2M | 478K | ▲+14% Added · +59K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $72.1M | 465K | ▼−19% Reduced · −107K sh | Q1 2026 | |
| 22 | CITIZENS FINANCIAL GROUP INC/RI | $69.7M | 450K | ▼−3.8% Reduced · −18K sh | Q1 2026 | |
| 23 | Corient Private Wealth LLC | $68.9M | 444K | ▲+25% Added · +90K sh | Q1 2026 | |
| 24 | Allworth Financial LP | $66.9M | 431K | ▼−0.2% Reduced · −773 sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $61.0M | 393K | ▼−15% Reduced · −67K 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 | 198 funds | $143.5B |
| AMAZON.COM INCAMZN | 198 funds | $76.3B |
| APPLE INCAAPL | 197 funds | $117.4B |
| MICROSOFT CORPMSFT | 197 funds | $106.1B |
| ALPHABET INC-CL AGOOGL | 197 funds | $65.5B |
| ALPHABET INC-CL CGOOG | 197 funds | $45.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 197 funds | $21.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 197 funds | $17.3B |
| JPMORGAN CHASE & COJPM | 196 funds | $32.3B |
| META PLATFORMS INC-CLASS AMETA | 195 funds | $41.8B |
| VANGUARD S&P 500 ETFVOO | 195 funds | $20.5B |
| ISHARES CORE S&P 500 ETFIVV | 194 funds | $29.0B |
Ranked by how many of IUSG'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 IUSG. 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.