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/IWL/capital-change-brief"
Use Arkolith's capital_change_brief for IWL. 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 | $112.3M | 700K | ▼−3.9% Reduced · −29K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $101.7M | 634K | ▼−7.4% Reduced · −51K sh | Q1 2026 | |
| 3 | TOMPKINS FINANCIAL CORP | $92.7M | 501K | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $60.6M | 378K | ▲+33% Added · +94K sh | Q1 2026 | |
| 5 | Lido Advisors, LLC | $59.6M | 371K | ▼−2.9% Reduced · −11K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $56.8M | 354K | ▼−3.6% Reduced · −13K sh | Q1 2026 | |
| 7 | COMMERCE BANK | $56.7M | 353K | ▲+104% Added · +180K sh | Q1 2026 | |
| 8 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | Withheld | 262K | ▲151× Added · +260K sh | Q2 2026 | |
| 9 | FreeGulliver LLC | $34.6M | 216K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 10 | Reliant Wealth Planning | $33.2M | 207K | ▲+3.9% Added · +8K sh | Q1 2026 | |
| 11 | Heck Capital Advisors, LLC | $37.8M | 205K | —Held | Q2 2026 | |
| 12 | JPMORGAN CHASE & CO | $28.6M | 183K | ▲+17% Added · +27K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $25.0M | 156K | ▲+17% Added · +22K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $20.4M | 127K | ▲+28% Added · +27K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $16.7M | 98K | ▼−4.1% Reduced · −4K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $14.4M | 90K | ▲+72% Added · +38K sh | Q1 2026 | |
| 17 | ARCADIA INVESTMENT ADVISORS LLC | $13.6M | 74K | ▲+1.4% Added · +993 sh | Q2 2026 | |
| 18 | Annex Advisory Services, LLC | $13.6M | 74K | ▼−0.7% Reduced · −502 sh | Q2 2026 | |
| 19 | UBS Group AG | $11.4M | 71K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $11.0M | 68K | ▼−0.9% Reduced · −661 sh | Q1 2026 | |
| 21 | Composition Wealth, LLC | $10.7M | 66K | ▼−19% Reduced · −16K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $10.3M | 64K | ▲+24% Added · +12K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $9.5M | 59K | ▲+1.0% Added · +588 sh | Q1 2026 | |
| 24 | McKinley Carter Wealth Services, Inc. | $9.3M | 58K | ▼−55% Reduced · −71K sh | Q1 2026 | |
| 25 | Envestnet Portfolio Solutions, Inc. | $9.1M | 57K | ▲+0.6% Added · +365 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 | 69 funds | $21.9B |
| ISHARES CORE S&P 500 ETFIVV | 69 funds | $20.6B |
| MICROSOFT CORPMSFT | 69 funds | $17.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 69 funds | $14.4B |
| BROADCOM INCAVGO | 69 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 69 funds | $8.2B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $7.7B |
| ALPHABET INC-CL CGOOG | 69 funds | $7.6B |
| EXXON MOBIL CORPXOM | 69 funds | $4.9B |
| JOHNSON & JOHNSONJNJ | 69 funds | $4.5B |
| VISA INC-CLASS A SHARESV | 69 funds | $4.5B |
| ELI LILLY & COLLY | 69 funds | $4.5B |
Ranked by how many of IWL'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 IWL. 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.