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/IWB/capital-change-brief"
Use Arkolith's capital_change_brief for IWB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $3.6B | 10.5M | ▼−9.7% Reduced · −1.1M sh | Q1 2026 | |
| 2 | FMR LLC | $3.6B | 10.1M | ▲+2.2% Added · +216K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $1.8B | 5.2M | ▲+4.9% Added · +241K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $1.5B | 4.3M | ▼−4.9% Reduced · −225K sh | Q1 2026 | |
| 5 | M&T BANK CORP | $998.2M | 2.8M | ▼−1.1% Reduced · −32K sh | Q1 2026 | |
| 6 | NORTHERN TRUST CORP | $947.9M | 2.7M | ▼−1.2% Reduced · −33K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $904.5M | 2.5M | ▲+3.5% Added · +86K sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $830.6M | 2.3M | ▲+1.4% Added · +32K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $723.7M | 2.0M | ▼−2.9% Reduced · −60K sh | Q1 2026 | |
| 10 | Focus Partners Wealth | $689.4M | 1.9M | ▼−1.1% Reduced · −22K sh | Q1 2026 | |
| 11 | Catalyst Capital Advisors LLC | $585.4M | 1.6M | ▲+12% Added · +179K sh | Q1 2026 | |
| 12 | Millburn Ridgefield LLC /DE/ | $585.4M | 1.6M | ▲+12% Added · +179K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $584.2M | 1.6M | ▼−26% Reduced · −579K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $563.3M | 1.6M | ▼−1.9% Reduced · −31K sh | Q1 2026 | |
| 15 | JOHNSON INVESTMENT COUNSEL INC | $506.2M | 1.4M | ▲+1.2% Added · +16K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $492.1M | 1.4M | ▲+4.4% Added · +58K sh | Q1 2026 | |
| 17 | BOKF, NA | $458.9M | 1.3M | ▼−0.8% Reduced · −10K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $439.0M | 1.3M | ▼−5.7% Reduced · −76K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $416.7M | 1.2M | ▼−16% Reduced · −216K sh | Q1 2026 | |
| 20 | UBS Group AG | $405.9M | 1.1M | ▲+25% Added · +229K sh | Q1 2026 | |
| 21 | Pathstone Holdings, LLC | $396.5M | 1.1M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 22 | US BANCORP \DE\ | $318.1M | 892K | ▲+15% Added · +116K sh | Q1 2026 | |
| 23 | FIFTH THIRD BANCORP | $303.1M | 850K | ▲+146% Added · +504K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $285.3M | 800K | ▲+7.4% Added · +55K sh | Q1 2026 | |
| 25 | National Mutual Insurance Federation of Agricultural Coopera | $282.0M | 791K | —Held | 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 | 312 funds | $169.0B |
| MICROSOFT CORPMSFT | 312 funds | $136.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 312 funds | $30.4B |
| APPLE INCAAPL | 311 funds | $147.0B |
| AMAZON.COM INCAMZN | 310 funds | $96.7B |
| ALPHABET INC-CL CGOOG | 310 funds | $60.2B |
| ALPHABET INC-CL AGOOGL | 307 funds | $86.1B |
| ELI LILLY & COLLY | 307 funds | $37.4B |
| VISA INC-CLASS A SHARESV | 307 funds | $36.7B |
| ISHARES CORE S&P 500 ETFIVV | 306 funds | $54.2B |
| JPMORGAN CHASE & COJPM | 306 funds | $42.6B |
| EXXON MOBIL CORPXOM | 306 funds | $31.9B |
Ranked by how many of IWB'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 IWB. 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.