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/IWN/capital-change-brief"
Use Arkolith's capital_change_brief for IWN. 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/ | $1.2B | 6.1M | ▼−22% Reduced · −1.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $826.7M | 4.4M | ▲+2.1% Added · +91K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $406.6M | 2.1M | ▼−1.8% Reduced · −38K sh | Q1 2026 | |
| 4 | TIAA Wealth Investment Management LLC | $285.7M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 5 | D.A. DAVIDSON & CO. | $241.4M | 1.3M | ▲+2.2% Added · +27K sh | Q1 2026 | |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $227.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | $208.7M | 1.1M | ▼−1.1% Reduced · −12K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $201.4M | 1.1M | ▼−3.6% Reduced · −40K sh | Q1 2026 | |
| 9 | M&T BANK CORP | $192.8M | 1.0M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 10 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $194.0M | 877K | ▼−21% Reduced · −232K sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $166.2M | 877K | ▼−14% Reduced · −140K sh | Q1 2026 | |
| 12 | HSBC HOLDINGS PLC | $162.9M | 859K | ▲19× Added · +813K sh | Q1 2026 | |
| 13 | UBS Group AG | $159.1M | 839K | ▲+4.2% Added · +33K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $150.4M | 794K | ▲+0.1% Added · +915 sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $137.9M | 728K | ▲+2.2% Added · +15K sh | Q1 2026 | |
| 16 | Cassaday & Co Wealth Management LLC | $122.2M | 645K | ▲+1.4% Added · +9K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $115.2M | 608K | ▼−2.8% Reduced · −17K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $105.0M | 554K | ▲+3.9% Added · +21K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $85.8M | 464K | ▲+5.7% Added · +25K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $84.9M | 448K | ▲+2.1% Added · +9K sh | Q1 2026 | |
| 21 | Pathstone Holdings, LLC | $78.7M | 415K | ▲+4.5% Added · +18K sh | Q1 2026 | |
| 22 | Badgley Phelps Wealth Managers, LLC | $74.0M | 390K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $64.3M | 339K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 24 | Jasper Ridge Partners, L.P. | $61.0M | 322K | —Held | Q1 2026 | |
| 25 | COMMERCE BANK | $61.0M | 322K | ▼−1.9% Reduced · −6K 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 |
|---|---|---|
| APPLE INCAAPL | 251 funds | $130.9B |
| MICROSOFT CORPMSFT | 251 funds | $124.9B |
| META PLATFORMS INC-CLASS AMETA | 248 funds | $51.4B |
| AMAZON.COM INCAMZN | 247 funds | $92.8B |
| ALPHABET INC-CL AGOOGL | 247 funds | $68.8B |
| NVIDIA CORPNVDA | 246 funds | $169.7B |
| ALPHABET INC-CL CGOOG | 246 funds | $63.0B |
| JPMORGAN CHASE & COJPM | 246 funds | $35.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 245 funds | $21.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 244 funds | $31.4B |
| EXXON MOBIL CORPXOM | 243 funds | $23.9B |
| VISA INC-CLASS A SHARESV | 242 funds | $31.8B |
Ranked by how many of IWN'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 IWN. 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.