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/IWM/capital-change-brief"
Use Arkolith's capital_change_brief for IWM. 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/ | $10.3B | 41.6M | ▼−4.9% Reduced · −2.2M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $7.4B | 29.8M | ▲+74% Added · +12.6M sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $4.8B | 19.2M | ▲+30% Added · +4.5M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $2.6B | 10.5M | ▲+1.5% Added · +160K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $2.4B | 9.6M | ▼−21% Reduced · −2.6M sh | Q1 2026 | |
| 6 | Empower Advisory Group, LLC | $2.1B | 8.6M | ▲+1.4% Added · +120K sh | Q1 2026 | |
| 7 | CITIGROUP INC | $2.1B | 8.5M | ▲+166% Added · +5.3M sh | Q1 2026 | |
| 8 | UBS Group AG | $1.7B | 6.7M | ▲+40% Added · +1.9M sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $1.5B | 6.2M | ▼−21% Reduced · −1.7M sh | Q1 2026 | |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $1.5B | 6.2M | ▲+24% Added · +1.2M sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $1.5B | 6.2M | ▲+50% Added · +2.1M sh | Q1 2026 | |
| 12 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.2B | 4.7M | ▼−5.0% Reduced · −249K sh | Q1 2026 | |
| 13 | BARCLAYS PLC | $1.2B | 4.7M | ▲+32% Added · +1.1M sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1B | 4.4M | ▲+12% Added · +462K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $1.0B | 4.1M | ▼−2.5% Reduced · −105K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $926.8M | 3.7M | ▼−50% Reduced · −3.7M sh | Q1 2026 | |
| 17 | Rafferty Asset Management, LLC | $907.0M | 3.7M | ▼−27% Reduced · −1.3M sh | Q1 2026 | |
| 18 | BANK OF MONTREAL /CAN/ | $861.7M | 3.5M | ▼−6.7% Reduced · −248K sh | Q1 2026 | |
| 19 | US BANCORP \DE\ | $859.5M | 3.5M | ▲+50% Added · +1.2M sh | Q1 2026 | |
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | $790.5M | 3.2M | ▲+6.6% Added · +197K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $740.2M | 3.0M | ▲+55% Added · +1.1M sh | Q1 2026 | |
| 22 | FMR LLC | $727.6M | 2.9M | ▲+34% Added · +741K sh | Q1 2026 | |
| 23 | CANADA PENSION PLAN INVESTMENT BOARD | $689.7M | 2.8M | —Held | Q1 2026 | |
| 24 | M&T BANK CORP | $508.4M | 2.1M | ▼−8.1% Reduced · −180K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $497.3M | 2.0M | ▲+6.3% Added · +119K 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 | 456 funds | $204.9B |
| AMAZON.COM INCAMZN | 451 funds | $151.1B |
| NVIDIA CORPNVDA | 450 funds | $272.0B |
| APPLE INCAAPL | 448 funds | $216.4B |
| ALPHABET INC-CL AGOOGL | 448 funds | $138.1B |
| META PLATFORMS INC-CLASS AMETA | 445 funds | $82.3B |
| ALPHABET INC-CL CGOOG | 443 funds | $90.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 442 funds | $45.8B |
| JPMORGAN CHASE & COJPM | 439 funds | $57.8B |
| BROADCOM INCAVGO | 434 funds | $107.8B |
| VISA INC-CLASS A SHARESV | 432 funds | $49.2B |
| COSTCO WHOLESALE CORPCOST | 431 funds | $35.8B |
Ranked by how many of IWM'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 IWM. 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.