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/IVOL/capital-change-brief"
Use Arkolith's capital_change_brief for IVOL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $108.1M | 5.8M | ▲+11% Added · +560K sh | Q1 2026 | |
| 2 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $22.9M | 1.2M | ▼−5.2% Reduced · −67K sh | Q1 2026 | |
| 3 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $15.1M | 873K | ▲+1.0% Added · +9K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $16.0M | 857K | ▲+3.0% Added · +25K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $15.0M | 804K | ▲+57% Added · +293K sh | Q1 2026 | |
| 6 | Financial Enhancement Group LLC | $13.3M | 767K | ▲+13% Added · +90K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $9.0M | 482K | ▼−27% Reduced · −179K sh | Q1 2026 | |
| 8 | Parkside Investments, LLC | $6.7M | 387K | ▼−4.3% Reduced · −17K sh | Q2 2026 | |
| 9 | Regal Investment Advisors LLC | $4.6M | 247K | ▲+2.6% Added · +6K sh | Q1 2026 | |
| 10 | Bleakley Financial Group, LLC | $4.5M | 242K | ▲+20% Added · +40K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $3.7M | 198K | ▼−5.2% Reduced · −11K sh | Q1 2026 | |
| 12 | Ballew Advisors, Inc | $2.6M | 151K | ▲+2.5% Added · +4K sh | Q2 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 99K | ▼−69% Reduced · −220K sh | Q2 2026 | |
| 14 | Avos Capital Management, LLC | $1.7M | 93K | ▲+17% Added · +14K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $1.5M | 80K | ▲+12% Added · +9K sh | Q1 2026 | |
| 16 | Chicago Partners Investment Group LLC | $1.3M | 72K | —Held | Q1 2026 | |
| 17 | LPL Financial LLC | $1.1M | 56K | ▼−54% Reduced · −67K sh | Q1 2026 | |
| 18 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $759K | 44K | ▼−0.4% Reduced · −194 sh | Q2 2026 | |
| 19 | Summit Financial, LLC | $740K | 40K | ▲+0.9% Added · +353 sh | Q1 2026 | |
| 20 | US BANCORP \DE\ | $636K | 34K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 21 | FIFTH THIRD BANCORP | $604K | 32K | ▲+38% Added · +9K sh | Q1 2026 | |
| 22 | Mraz, Amerine & Associates, Inc. | $536K | 31K | —Held | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $499K | 27K | ▼−77% Reduced · −87K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $433K | 23K | ▲+13% Added · +3K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $309K | 17K | ▼−75% Reduced · −50K 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 |
|---|---|---|
| APPLE INCAAPL | 25 funds | $11.1B |
| MICROSOFT CORPMSFT | 25 funds | $9.3B |
| AMAZON.COM INCAMZN | 25 funds | $8.1B |
| JPMORGAN CHASE & COJPM | 25 funds | $5.1B |
| BROADCOM INCAVGO | 25 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 25 funds | $4.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 25 funds | $2.7B |
| EXXON MOBIL CORPXOM | 25 funds | $2.4B |
| ELI LILLY & COLLY | 25 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 25 funds | $2.4B |
| TESLA INCTSLA | 25 funds | $2.2B |
Ranked by how many of IVOL'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 IVOL. 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.