This stock 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/IVT/capital-change-brief"
Use Arkolith's capital_change_brief for IVT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $294.6M | 9.7M | ▲+4.0% Added · +369K sh | Q1 2026 | |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $235.4M | 7.7M | ▲+25% Added · +1.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $214.0M | 7.0M | ▲New +7.0M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $103.6M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $82.2M | 2.7M | ▼−1.6% Reduced · −45K sh | Q1 2026 | |
| 6 | FMR LLC | $64.2M | 2.1M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $63.0M | 2.1M | ▲+2.9% Added · +59K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $42.8M | 1.4M | ▲+1.7% Added · +24K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $39.0M | 1.3M | ▼−33% Reduced · −628K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $33.5M | 1.1M | ▲+18% Added · +168K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $32.6M | 1.1M | ▲+8.2% Added · +81K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | $28.4M | 931K | ▼−11% Reduced · −119K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $27.8M | 914K | ▲+5.4% Added · +47K sh | Q1 2026 | |
| 14 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $23.9M | 786K | ▼−39% Reduced · −502K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $22.3M | 733K | ▲14× Added · +681K sh | Q1 2026 | |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | $22.0M | 722K | ▼−25% Reduced · −241K sh | Q1 2026 | |
| 17 | DEPRINCE RACE & ZOLLO INC | $21.9M | 718K | ▼−25% Reduced · −237K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $21.8M | 714K | ▲+9.5% Added · +62K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $16.6M | 541K | ▼−4.2% Reduced · −24K sh | Q1 2026 | |
| 20 | Aberdeen Group plc | $15.8M | 519K | ▼−7.6% Reduced · −43K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $15.3M | 502K | ▲New +502K sh | Q1 2026 | |
| 22 | Neuberger Berman Group LLC | $14.7M | 483K | ▼−23% Reduced · −145K sh | Q1 2026 | |
| 23 | CHILTON CAPITAL MANAGEMENT LLC | $13.0M | 424K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 24 | Mitsubishi UFJ Trust & Banking Corp | $12.5M | 410K | ▲+11% Added · +39K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $12.3M | 404K | ▼−8.3% Reduced · −37K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 5, 2026 | Aitken Stuart | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | Aitken Stuart | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | Aitken Stuart | Director | Grant (A) | 4K | $0 |
| May 5, 2026 | Black Amanda Elizabeth | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | Black Amanda Elizabeth | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | Black Amanda Elizabeth | Director | Grant (A) | 4K | $0 |
| May 5, 2026 | Nelson Scott A. | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | Nelson Scott A. | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | Nelson Scott A. | Director | Grant (A) | 4K | $0 |
| May 5, 2026 | WHITEHURST JULIAN E | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | WHITEHURST JULIAN E | Director | Option exercise (M) | 4K | $0 |
| May 5, 2026 | WHITEHURST JULIAN E | Director | Grant (A) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 90 funds | $35.7B |
| BROADCOM INCAVGO | 89 funds | $18.1B |
| JPMORGAN CHASE & COJPM | 89 funds | $11.6B |
| MICRON TECHNOLOGY INCMU | 89 funds | $7.1B |
| NVIDIA CORPNVDA | 88 funds | $50.4B |
| APPLE INCAAPL | 88 funds | $45.2B |
| AMAZON.COM INCAMZN | 88 funds | $26.2B |
| ALPHABET INC-CL AGOOGL | 88 funds | $23.9B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $16.5B |
| ELI LILLY & COLLY | 88 funds | $8.7B |
| COSTCO WHOLESALE CORPCOST | 88 funds | $6.8B |
| NETFLIX INCNFLX | 88 funds | $5.8B |
Ranked by how many of IVT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IVT. 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.