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/IWF/capital-change-brief"
Use Arkolith's capital_change_brief for IWF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $12.7B | 29.8M | ▲+7.7% Added · +2.1M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $11.8B | 27.7M | ▼−1.3% Reduced · −353K sh | Q1 2026 | |
| 3 | FMR LLC | $3.5B | 8.3M | ▼−1.2% Reduced · −104K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $3.0B | 7.0M | ▲~0% Added · +855 sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $2.7B | 6.7M | ▼−11% Reduced · −833K sh | Q1 2026 | |
| 6 | NORTHERN TRUST CORP | $2.3B | 5.5M | ▼−1.5% Reduced · −86K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.3B | 5.3M | ▲+1.6% Added · +82K sh | Q1 2026 | |
| 8 | UBS Group AG | $2.1B | 4.8M | ▼−1.5% Reduced · −74K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $1.9B | 4.5M | ▼−6.3% Reduced · −306K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $1.6B | 3.8M | ▲+2.2% Added · +84K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.4B | 3.4M | ▼−2.3% Reduced · −81K sh | Q1 2026 | |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | $1.3B | 3.1M | ▼−0.2% Reduced · −7K sh | Q1 2026 | |
| 13 | Dynasty Wealth Management, LLC | Withheld | 2.9M | ▲+345% Added · +2.3M sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $1.2B | 2.8M | ▲+3.3% Added · +90K sh | Q1 2026 | |
| 15 | M&T BANK CORP | $1.1B | 2.6M | ▲+3.9% Added · +99K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $871.2M | 2.0M | ▼−2.2% Reduced · −46K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $795.7M | 1.9M | ▼−7.8% Reduced · −158K sh | Q1 2026 | |
| 18 | SIGNATUREFD, LLC | $767.1M | 1.8M | ▲+0.9% Added · +16K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $733.1M | 1.7M | ▼−5.3% Reduced · −97K sh | Q1 2026 | |
| 20 | Stairway Partners, LLC | $196.1M | 1.6M | ▲+294% Added · +1.2M sh | Q2 2026 | |
| 21 | Cetera Investment Advisers | $669.2M | 1.6M | ▲+0.4% Added · +6K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $639.7M | 1.5M | ▲+1.9% Added · +29K sh | Q1 2026 | |
| 23 | Pinnacle Financial Partners, Inc. | $590.4M | 1.4M | ▲+0.4% Added · +6K sh | Q1 2026 | |
| 24 | Circle Wealth Management, LLC | $581.4M | 1.4M | —Held | Q1 2026 | |
| 25 | Focus Partners Wealth | $570.6M | 1.3M | ▼−30% Reduced · −567K 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 | 442 funds | $204.0B |
| AMAZON.COM INCAMZN | 441 funds | $154.5B |
| APPLE INCAAPL | 440 funds | $218.7B |
| NVIDIA CORPNVDA | 439 funds | $285.0B |
| ALPHABET INC-CL AGOOGL | 436 funds | $131.6B |
| ALPHABET INC-CL CGOOG | 435 funds | $90.3B |
| META PLATFORMS INC-CLASS AMETA | 429 funds | $86.0B |
| BROADCOM INCAVGO | 427 funds | $111.5B |
| ELI LILLY & COLLY | 426 funds | $59.7B |
| JPMORGAN CHASE & COJPM | 426 funds | $58.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 426 funds | $29.9B |
| VISA INC-CLASS A SHARESV | 425 funds | $51.8B |
Ranked by how many of IWF'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 IWF. 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.