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/IUSV/capital-change-brief"
Use Arkolith's capital_change_brief for IUSV. 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/ | $8.5B | 83.4M | ▼~0% Reduced · −27K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $1.8B | 17.2M | ▲+5.0% Added · +819K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.0B | 9.9M | ▲+1.4% Added · +139K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $768.3M | 7.7M | ▲+19% Added · +1.2M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $732.6M | 7.2M | ▲+21% Added · +1.2M sh | Q1 2026 | |
| 6 | SIGNATUREFD, LLC | $474.7M | 4.6M | ▲+1.5% Added · +69K sh | Q1 2026 | |
| 7 | Blue Trust, Inc. | $437.2M | 4.3M | ▼−3.6% Reduced · −162K sh | Q1 2026 | |
| 8 | Kestra Investment Management, LLC | $398.1M | 3.9M | ▲+3.2% Added · +121K sh | Q1 2026 | |
| 9 | ASPIRIANT, LLC | $376.6M | 3.7M | ▲+2.8% Added · +101K sh | Q1 2026 | |
| 10 | Merit Financial Group, LLC | $285.2M | 2.8M | ▲+7.5% Added · +194K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $208.9M | 2.1M | ▼−10% Reduced · −243K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $167.7M | 1.6M | ▼−4.7% Reduced · −80K sh | Q1 2026 | |
| 13 | UBS Group AG | $163.5M | 1.6M | ▼−0.8% Reduced · −13K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $154.2M | 1.5M | ▲+2.0% Added · +30K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $147.0M | 1.4M | ▲+18% Added · +219K sh | Q1 2026 | |
| 16 | Auto-Owners Insurance Co | $138.6M | 1.4M | —Held | Q1 2026 | |
| 17 | BENJAMIN EDWARDS INC | $134.3M | 1.3M | ▲+14% Added · +165K sh | Q1 2026 | |
| 18 | Modera Wealth Management, LLC | $121.4M | 1.2M | ▼−0.5% Reduced · −6K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $121.1M | 1.2M | ▲+8.2% Added · +89K sh | Q1 2026 | |
| 20 | BLAIR WILLIAM & CO/IL | $119.2M | 1.2M | ▲+6.6% Added · +72K sh | Q1 2026 | |
| 21 | Foster Group, Inc. | $124.7M | 1.1M | ▲+1.8% Added · +20K sh | Q2 2026 | |
| 22 | Corient Private Wealth LLC | $83.3M | 818K | ▲+4.5% Added · +35K sh | Q1 2026 | |
| 23 | CANANDAIGUA NATIONAL BANK & TRUST CO | $89.1M | 809K | ▼−6.4% Reduced · −55K sh | Q2 2026 | |
| 24 | Venturi Wealth Management, LLC | $81.0M | 792K | ▼−39% Reduced · −505K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $73.4M | 717K | ▲+1.4% Added · +10K 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 | 215 funds | $44.2B |
| MICROSOFT CORPMSFT | 215 funds | $38.8B |
| ISHARES CORE S&P 500 ETFIVV | 215 funds | $36.7B |
| VANGUARD S&P 500 ETFVOO | 215 funds | $25.0B |
| BROADCOM INCAVGO | 215 funds | $17.7B |
| JPMORGAN CHASE & COJPM | 215 funds | $16.6B |
| JOHNSON & JOHNSONJNJ | 215 funds | $10.4B |
| WALMART INCWMT | 215 funds | $9.9B |
| EXXON MOBIL CORPXOM | 215 funds | $9.5B |
| TESLA INCTSLA | 215 funds | $7.5B |
| CHEVRON CORPCVX | 215 funds | $6.7B |
| ABBVIE INCABBV | 215 funds | $6.2B |
Ranked by how many of IUSV'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 IUSV. 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.