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/IVLU/capital-change-brief"
Use Arkolith's capital_change_brief for IVLU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $721.6M | 18.2M | ▲+5.7% Added · +986K sh | Q1 2026 | |
| 2 | FMR LLC | $277.1M | 7.0M | ▼−2.3% Reduced · −168K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $172.4M | 4.5M | ▼−4.0% Reduced · −187K sh | Q1 2026 | |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $138.3M | 3.5M | ▼−4.8% Reduced · −177K sh | Q1 2026 | |
| 5 | Savvy Advisors, Inc. | $88.9M | 2.2M | ▲+55% Added · +792K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $76.8M | 1.9M | ▲+83% Added · +878K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $63.6M | 1.6M | ▲+29% Added · +364K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $57.7M | 1.5M | ▲+33% Added · +361K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $40.5M | 1.0M | ▼−2.8% Reduced · −30K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $36.5M | 920K | ▲+57% Added · +335K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $35.5M | 896K | ▼−13% Reduced · −132K sh | Q1 2026 | |
| 12 | HUB Investment Partners, LLC | $31.1M | 784K | ▲+5.4% Added · +40K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $31.0M | 782K | ▲+55% Added · +278K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $26.9M | 679K | ▲+27% Added · +143K sh | Q1 2026 | |
| 15 | Armbruster Capital Management, Inc. | $28.1M | 672K | ▼−0.5% Reduced · −3K sh | Q2 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 543K | ▲+5.3% Added · +27K sh | Q2 2026 | |
| 17 | UBS Group AG | $19.1M | 482K | ▲+62% Added · +184K sh | Q1 2026 | |
| 18 | Erste Asset Management GmbH | $16.1M | 419K | —Held | Q1 2026 | |
| 19 | Integrated Wealth Concepts LLC | $16.5M | 415K | ▲+4.4% Added · +17K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $16.2M | 409K | ▲+256% Added · +294K sh | Q1 2026 | |
| 21 | CAPITAL ADVISORS INC/OK | $15.9M | 402K | ▲+2.9% Added · +11K sh | Q1 2026 | |
| 22 | US BANCORP \DE\ | $15.7M | 396K | ▲+398% Added · +316K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $15.3M | 386K | ▲+47% Added · +123K sh | Q1 2026 | |
| 24 | High Probability Advisors, LLC | $15.9M | 381K | ▲+5.1% Added · +18K sh | Q2 2026 | |
| 25 | Foster Group, Inc. | $15.3M | 367K | ▲+0.1% Added · +199 sh | Q2 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 | 100 funds | $20.0B |
| BROADCOM INCAVGO | 100 funds | $8.7B |
| TESLA INCTSLA | 100 funds | $4.0B |
| NETFLIX INCNFLX | 100 funds | $2.9B |
| APPLE INCAAPL | 99 funds | $26.2B |
| AMAZON.COM INCAMZN | 99 funds | $13.9B |
| JPMORGAN CHASE & COJPM | 99 funds | $8.7B |
| ALPHABET INC-CL CGOOG | 99 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 99 funds | $8.4B |
| EXXON MOBIL CORPXOM | 99 funds | $5.7B |
| ELI LILLY & COLLY | 99 funds | $5.7B |
| JOHNSON & JOHNSONJNJ | 99 funds | $5.5B |
Ranked by how many of IVLU'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 IVLU. 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.