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/IWD/capital-change-brief"
Use Arkolith's capital_change_brief for IWD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $9.9B | 46.1M | ▼−12% Reduced · −6.1M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $9.0B | 42.2M | ▲+6.5% Added · +2.6M sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $2.5B | 11.6M | ▲+0.6% Added · +74K sh | Q1 2026 | |
| 4 | FMR LLC | $2.0B | 9.3M | ▲+7.9% Added · +678K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $1.8B | 8.6M | ▼−6.5% Reduced · −607K sh | Q1 2026 | |
| 6 | Financial Engines Advisors L.L.C. | $1.7B | 8.0M | ▼−4.7% Reduced · −399K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.5B | 6.9M | ▼−11% Reduced · −858K sh | Q1 2026 | |
| 8 | UBS Group AG | $1.4B | 6.6M | ▼−0.5% Reduced · −32K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | $1.3B | 6.0M | ▲+3.0% Added · +178K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.2B | 5.5M | ▲+2.5% Added · +133K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $1.1B | 5.2M | ▲+4.6% Added · +229K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $1.1B | 5.0M | ▼−15% Reduced · −881K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $915.5M | 4.3M | ▼−0.1% Reduced · −6K sh | Q1 2026 | |
| 14 | PRUDENTIAL FINANCIAL INC | $798.3M | 3.7M | ▲+9.2% Added · +314K sh | Q1 2026 | |
| 15 | M&T BANK CORP | $757.5M | 3.5M | ▼−6.3% Reduced · −240K sh | Q1 2026 | |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | $723.5M | 3.4M | ▼−4.8% Reduced · −172K sh | Q1 2026 | |
| 17 | Pinnacle Financial Partners, Inc. | $693.5M | 3.2M | ▼−0.6% Reduced · −18K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $554.8M | 2.6M | ▲+75% Added · +1.1M sh | Q1 2026 | |
| 19 | Jasper Ridge Partners, L.P. | $527.2M | 2.5M | ▼−2.3% Reduced · −58K sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $505.2M | 2.4M | ▲+476% Added · +2.0M sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $473.9M | 2.2M | ▼−13% Reduced · −323K sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $461.9M | 2.2M | ▼−7.8% Reduced · −183K sh | Q1 2026 | |
| 23 | GLOBALT Investments LLC / GA | $373.7M | 1.7M | ▲+3.7% Added · +62K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $343.2M | 1.6M | ▼−6.9% Reduced · −120K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $328.8M | 1.5M | ▲+6.8% Added · +98K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 377 funds | $176.2B |
| APPLE INCAAPL | 370 funds | $184.8B |
| AMAZON.COM INCAMZN | 370 funds | $128.7B |
| JPMORGAN CHASE & COJPM | 369 funds | $56.1B |
| ALPHABET INC-CL AGOOGL | 368 funds | $117.4B |
| NVIDIA CORPNVDA | 366 funds | $233.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 364 funds | $28.5B |
| ALPHABET INC-CL CGOOG | 363 funds | $74.0B |
| META PLATFORMS INC-CLASS AMETA | 363 funds | $71.9B |
| CHEVRON CORPCVX | 362 funds | $26.4B |
| EXXON MOBIL CORPXOM | 361 funds | $39.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 361 funds | $30.1B |
Ranked by how many of IWD'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 IWD. 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.