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/IWLG/capital-change-brief"
Use Arkolith's capital_change_brief for IWLG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $440.9M | 9.2M | ▲+11% Added · +881K sh | Q1 2026 | |
| 2 | CULLEN/FROST BANKERS, INC. | $102.6M | 2.2M | ▲+14% Added · +272K sh | Q1 2026 | |
| 3 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $99.8M | 2.1M | ▼−16% Reduced · −393K sh | Q1 2026 | |
| 4 | Rockefeller Capital Management L.P. | $1.7M | 36K | ▲+60% Added · +13K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $1.6M | 34K | ▲+258% Added · +24K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $1.5M | 31K | ▲+3.8% Added · +1K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $1.1M | 24K | ▲+61% Added · +9K sh | Q1 2026 | |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 24K | ▲+15% Added · +3K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $1.1M | 23K | ▲+16% Added · +3K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $571K | 12K | ▼−91% Reduced · −128K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $490K | 10K | ▼−53% Reduced · −11K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $458K | 10K | ▲New +10K sh | Q1 2026 | |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $420K | 9K | ▲+3.2% Added · +274 sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $260K | 5K | ▲+0.4% Added · +21 sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $216K | 5K | ▼−9.0% Reduced · −460 sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $158K | 3K | ▼−19% Reduced · −821 sh | Q1 2026 | |
| 17 | Blue Trust, Inc. | $18K | 384 | ▲New +384 sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $11K | 236 | ▲New +236 sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $32 | 1 | ▲New +1 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 | 8 funds | $6.7B |
| APPLE INCAAPL | 8 funds | $5.3B |
| MICROSOFT CORPMSFT | 8 funds | $4.3B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $4.0B |
| AMAZON.COM INCAMZN | 8 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 8 funds | $3.0B |
| BROADCOM INCAVGO | 8 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 8 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 8 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $1.4B |
Ranked by how many of IWLG'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 IWLG. 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.