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/IVW/capital-change-brief"
Use Arkolith's capital_change_brief for IVW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $5.6B | 49.3M | ▲+13% Added · +5.7M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $4.4B | 40.5M | ▼−0.6% Reduced · −255K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $3.9B | 34.3M | ▲+2.0% Added · +661K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.4B | 20.9M | ▲+5.4% Added · +1.1M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.2B | 19.8M | ▲+6.6% Added · +1.2M sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $1.7B | 15.4M | ▲+2.2% Added · +334K sh | Q1 2026 | |
| 7 | UBS Group AG | $970.3M | 8.6M | ▼−1.3% Reduced · −110K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $906.0M | 8.0M | ▼−5.8% Reduced · −496K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $824.7M | 7.3M | ▲+5.3% Added · +369K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $609.7M | 5.4M | ▼−0.7% Reduced · −40K sh | Q1 2026 | |
| 11 | CWM, LLC | $540.4M | 4.8M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $537.8M | 4.8M | ▲+5.4% Added · +245K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $512.6M | 4.5M | ▲+2.5% Added · +110K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $484.8M | 4.3M | ▲+0.3% Added · +12K sh | Q1 2026 | |
| 15 | M&T BANK CORP | $442.8M | 3.9M | ▼−3.4% Reduced · −136K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $440.1M | 3.9M | ▼−11% Reduced · −464K sh | Q1 2026 | |
| 17 | Lido Advisors, LLC | $438.2M | 3.9M | ▲+2.3% Added · +85K sh | Q1 2026 | |
| 18 | Envestnet Portfolio Solutions, Inc. | $413.3M | 3.7M | ▼−1.2% Reduced · −45K sh | Q1 2026 | |
| 19 | Mariner, LLC | $403.3M | 3.6M | ▼−2.7% Reduced · −100K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $400.6M | 3.5M | ▲+5.8% Added · +194K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $377.3M | 3.3M | ▼−8.5% Reduced · −309K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $343.5M | 3.0M | ▲+1.4% Added · +42K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $327.9M | 3.0M | ▲+4.9% Added · +141K sh | Q1 2026 | |
| 24 | REGIONS FINANCIAL CORP | $304.8M | 2.7M | ▼−0.4% Reduced · −10K sh | Q1 2026 | |
| 25 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $257.5M | 2.3M | ▲+12% Added · +245K 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 | 355 funds | $188.7B |
| MICROSOFT CORPMSFT | 354 funds | $138.1B |
| APPLE INCAAPL | 353 funds | $151.2B |
| AMAZON.COM INCAMZN | 353 funds | $105.9B |
| ALPHABET INC-CL AGOOGL | 352 funds | $89.7B |
| ALPHABET INC-CL CGOOG | 351 funds | $63.4B |
| META PLATFORMS INC-CLASS AMETA | 350 funds | $58.2B |
| JPMORGAN CHASE & COJPM | 349 funds | $39.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 347 funds | $22.8B |
| ELI LILLY & COLLY | 345 funds | $44.1B |
| VISA INC-CLASS A SHARESV | 345 funds | $37.8B |
| BROADCOM INCAVGO | 344 funds | $71.9B |
Ranked by how many of IVW'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 IVW. 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.