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/IWO/capital-change-brief"
Use Arkolith's capital_change_brief for IWO. 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/ | $1.1B | 3.5M | ▼−16% Reduced · −679K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $864.0M | 2.8M | ▲+5.1% Added · +134K sh | Q1 2026 | |
| 3 | BARINGS LLC | $484.3M | 1.6M | ▼−3.0% Reduced · −49K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $344.2M | 1.1M | ▼−2.2% Reduced · −25K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $300.6M | 958K | ▼−0.8% Reduced · −8K sh | Q1 2026 | |
| 6 | Cassaday & Co Wealth Management LLC | $293.6M | 935K | ▲+1.5% Added · +14K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $229.2M | 730K | ▼−6.0% Reduced · −47K sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $193.5M | 617K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $181.0M | 577K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 10 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $180.7M | 576K | ▲New +576K sh | Q1 2026 | |
| 11 | D.A. DAVIDSON & CO. | $170.9M | 545K | ▲+2.3% Added · +12K sh | Q1 2026 | |
| 12 | UBS Group AG | $164.2M | 523K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 13 | Cohen Klingenstein LLC | $190.8M | 484K | ▼−1.7% Reduced · −8K sh | Q2 2026 | |
| 14 | TIAA Wealth Investment Management LLC | $140.5M | 467K | ▲New +467K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $135.9M | 433K | ▲+11% Added · +44K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $135.7M | 432K | ▼−3.8% Reduced · −17K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $135.1M | 430K | ▼−4.7% Reduced · −21K sh | Q1 2026 | |
| 18 | CITIGROUP INC | $130.3M | 415K | ▲+87% Added · +193K sh | Q1 2026 | |
| 19 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $128.8M | 411K | ▲+20% Added · +69K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $116.2M | 386K | ▼−21% Reduced · −106K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $117.6M | 375K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 22 | FMR LLC | $112.3M | 358K | ▲+17% Added · +52K sh | Q1 2026 | |
| 23 | M&T BANK CORP | $109.4M | 349K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $107.7M | 343K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 25 | COMMERCE BANK | $83.4M | 266K | ▲+2.8% Added · +7K 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 | 251 funds | $120.9B |
| APPLE INCAAPL | 250 funds | $125.3B |
| ALPHABET INC-CL AGOOGL | 248 funds | $69.8B |
| AMAZON.COM INCAMZN | 247 funds | $86.4B |
| ALPHABET INC-CL CGOOG | 247 funds | $57.8B |
| NVIDIA CORPNVDA | 245 funds | $156.5B |
| META PLATFORMS INC-CLASS AMETA | 245 funds | $48.8B |
| COSTCO WHOLESALE CORPCOST | 245 funds | $19.0B |
| JPMORGAN CHASE & COJPM | 244 funds | $33.0B |
| VISA INC-CLASS A SHARESV | 244 funds | $31.5B |
| WALMART INCWMT | 244 funds | $18.9B |
| EXXON MOBIL CORPXOM | 243 funds | $25.6B |
Ranked by how many of IWO'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 IWO. 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.