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/IVOO/capital-change-brief"
Use Arkolith's capital_change_brief for IVOO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $210.8M | 1.8M | ▲+9.1% Added · +154K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $159.7M | 1.4M | ▲+5.2% Added · +69K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $107.5M | 941K | ▼−6.8% Reduced · −69K sh | Q1 2026 | |
| 4 | UBS Group AG | $96.2M | 842K | ▼−3.1% Reduced · −27K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $70.9M | 620K | ▲+12% Added · +65K sh | Q1 2026 | |
| 6 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $61.7M | 540K | ▼−14% Reduced · −90K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $42.0M | 368K | ▲+8.6% Added · +29K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $35.2M | 308K | ▲+13% Added · +35K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $34.9M | 305K | ▲+12% Added · +33K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $30.6M | 268K | ▲+3.3% Added · +8K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $26.7M | 240K | ▲+9.8% Added · +21K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $25.6M | 224K | ▼−3.4% Reduced · −8K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $20.7M | 186K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 14 | Savant Capital, LLC | $18.4M | 161K | ▼−36% Reduced · −90K sh | Q1 2026 | |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | $18.1M | 159K | ▲+54% Added · +56K sh | Q1 2026 | |
| 16 | Allworth Financial LP | $17.1M | 150K | ▲+0.5% Added · +670 sh | Q1 2026 | |
| 17 | OLD NATIONAL BANCORP /IN/ | $16.9M | 148K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 127K | ▼−9.7% Reduced · −14K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $14.3M | 125K | ▼−12% Reduced · −17K sh | Q1 2026 | |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | $13.6M | 119K | ▲+4.3% Added · +5K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $13.3M | 116K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 22 | D.A. DAVIDSON & CO. | $12.0M | 105K | ▼−22% Reduced · −30K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $10.7M | 94K | ▲+63% Added · +36K sh | Q1 2026 | |
| 24 | Coign Capital Advisors LLC | $10.4M | 91K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $10.4M | 91K | ▲+14% Added · +11K 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 | 95 funds | $23.1B |
| MICROSOFT CORPMSFT | 95 funds | $20.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 95 funds | $19.8B |
| VANGUARD S&P 500 ETFVOO | 95 funds | $16.2B |
| ALPHABET INC-CL AGOOGL | 95 funds | $14.2B |
| BROADCOM INCAVGO | 95 funds | $9.1B |
| JPMORGAN CHASE & COJPM | 95 funds | $9.0B |
| ALPHABET INC-CL CGOOG | 95 funds | $8.8B |
| META PLATFORMS INC-CLASS AMETA | 95 funds | $8.2B |
| JOHNSON & JOHNSONJNJ | 95 funds | $5.5B |
| ELI LILLY & COLLY | 95 funds | $5.4B |
| VISA INC-CLASS A SHARESV | 95 funds | $5.3B |
Ranked by how many of IVOO'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 IVOO. 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.