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/IWP/capital-change-brief"
Use Arkolith's capital_change_brief for IWP. 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 | $2.6B | 19.9M | ▲+2.6% Added · +502K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $909.7M | 7.1M | ▲+0.1% Added · +8K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $739.6M | 5.8M | ▼−3.9% Reduced · −235K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $658.0M | 5.1M | ▼−3.1% Reduced · −164K sh | Q1 2026 | |
| 5 | First Command Advisory Services, Inc. | $506.2M | 4.0M | ▲+2.9% Added · +112K sh | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $356.4M | 2.9M | ▼−40% Reduced · −1.9M sh | Q1 2026 | |
| 7 | UBS Group AG | $352.5M | 2.8M | ▲+16% Added · +383K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $338.8M | 2.6M | ▲+1.1% Added · +28K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $332.8M | 2.6M | ▼−6.5% Reduced · −182K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $311.9M | 2.4M | ▼−0.9% Reduced · −23K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $288.7M | 2.3M | ▼−2.0% Reduced · −47K sh | Q1 2026 | |
| 12 | Cassaday & Co Wealth Management LLC | $279.9M | 2.2M | ▲+1.9% Added · +42K sh | Q1 2026 | |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $269.6M | 2.1M | ▲+5.6% Added · +111K sh | Q1 2026 | |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $253.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 15 | Envestnet Portfolio Solutions, Inc. | $211.1M | 1.6M | ▼−12% Reduced · −233K sh | Q1 2026 | |
| 16 | COMMERCE BANK | $207.3M | 1.6M | ▼−2.6% Reduced · −43K sh | Q1 2026 | |
| 17 | US BANCORP \DE\ | $202.8M | 1.6M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $181.4M | 1.4M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 19 | CULLEN/FROST BANKERS, INC. | $163.2M | 1.3M | ▼−12% Reduced · −166K sh | Q1 2026 | |
| 20 | FIRST CITIZENS BANK & TRUST CO | $182.0M | 1.2M | ▼−19% Reduced · −291K sh | Q2 2026 | |
| 21 | FMR LLC | $150.7M | 1.2M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $150.1M | 1.2M | ▼−1.5% Reduced · −18K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $132.5M | 1.0M | ▲+2.1% Added · +22K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $96.8M | 756K | ▼−14% Reduced · −122K sh | Q1 2026 | |
| 25 | Financial Advisory Corp | $108.9M | 744K | ▼−5.0% Reduced · −39K sh | Q2 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 | 261 funds | $150.8B |
| MICROSOFT CORPMSFT | 261 funds | $137.4B |
| ALPHABET INC-CL AGOOGL | 261 funds | $86.7B |
| AMAZON.COM INCAMZN | 259 funds | $98.6B |
| ALPHABET INC-CL CGOOG | 259 funds | $62.7B |
| CATERPILLAR INCCAT | 258 funds | $17.9B |
| NVIDIA CORPNVDA | 257 funds | $179.4B |
| JPMORGAN CHASE & COJPM | 257 funds | $41.7B |
| ELI LILLY & COLLY | 257 funds | $39.7B |
| VISA INC-CLASS A SHARESV | 257 funds | $34.5B |
| EXXON MOBIL CORPXOM | 257 funds | $33.7B |
| JOHNSON & JOHNSONJNJ | 257 funds | $27.5B |
Ranked by how many of IWP'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 IWP. 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.