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/IWC/capital-change-brief"
Use Arkolith's capital_change_brief for IWC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WHITTIER TRUST CO | $52.9M | 324K | ▲+169% Added · +203K sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $50.9M | 319K | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $37.5M | 235K | ▲+11% Added · +22K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $27.5M | 172K | ▼−3.2% Reduced · −6K sh | Q1 2026 | |
| 5 | WHITTIER TRUST CO OF NEVADA INC | $26.9M | 165K | ▲+135% Added · +95K sh | Q1 2026 | |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $28.2M | 141K | ▲+0.1% Added · +73 sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $19.7M | 123K | ▲+87% Added · +57K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $19.4M | 121K | ▲+25% Added · +25K sh | Q1 2026 | |
| 9 | BANK OF MONTREAL /CAN/ | $17.7M | 111K | ▼−2.8% Reduced · −3K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $17.3M | 108K | ▲+14% Added · +14K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $17.1M | 107K | ▼−4.4% Reduced · −5K sh | Q1 2026 | |
| 12 | Chicago Partners Investment Group LLC | $18.0M | 100K | ▲+4.4% Added · +4K sh | Q1 2026 | |
| 13 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $13.6M | 85K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $9.1M | 57K | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 15 | Creative Planning | $8.5M | 53K | ▲~0% Added · +11 sh | Q1 2026 | |
| 16 | UBS Group AG | $8.0M | 50K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 17 | Baker Avenue Asset Management, LP | $7.7M | 48K | ▲24× Added · +46K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.2M | 45K | ▲+560% Added · +38K sh | Q1 2026 | |
| 19 | Merit Financial Group, LLC | $6.9M | 43K | ▲+844% Added · +39K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $6.7M | 42K | ▲+33% Added · +10K sh | Q1 2026 | |
| 21 | Alesco Advisors, LLC, An ESL Co | $6.7M | 42K | ▼−3.8% Reduced · −2K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $6.0M | 39K | ▼−0.6% Reduced · −242 sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $5.8M | 36K | ▲Added Added · +36K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $5.2M | 33K | ▲+8.2% Added · +2K sh | Q1 2026 | |
| 25 | Finley Financial, LLC | $6.4M | 32K | ▼−0.2% Reduced · −80 sh | Q2 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 76 funds | $20.4B |
| JPMORGAN CHASE & COJPM | 76 funds | $8.5B |
| JOHNSON & JOHNSONJNJ | 76 funds | $4.5B |
| NVIDIA CORPNVDA | 75 funds | $23.4B |
| EXXON MOBIL CORPXOM | 75 funds | $4.2B |
| ABBVIE INCABBV | 75 funds | $3.0B |
| MERCK & CO. INC.MRK | 75 funds | $2.4B |
| CISCO SYSTEMS INCCSCO | 75 funds | $2.1B |
| UNITEDHEALTH GROUP INCUNH | 75 funds | $1.5B |
| AT&T INCT | 75 funds | $1.4B |
| WALT DISNEY CO/THEDIS | 75 funds | $953.7M |
| ISHARES CORE S&P 500 ETFIVV | 74 funds | $21.0B |
Ranked by how many of IWC'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 IWC. 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.