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/IWR/capital-change-brief"
Use Arkolith's capital_change_brief for IWR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $8.9B | 93.0M | ▲+18% Added · +14.0M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $6.4B | 65.9M | ▼−1.0% Reduced · −693K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $4.2B | 42.8M | ▲+2.7% Added · +1.1M sh | Q1 2026 | |
| 4 | US BANCORP \DE\ | $1.3B | 12.9M | ▼−0.1% Reduced · −8K sh | Q1 2026 | |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | $1.2B | 12.3M | ▼−1.3% Reduced · −164K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $1.1B | 11.0M | ▲+1.8% Added · +189K sh | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | $1.0B | 10.7M | ▼−0.5% Reduced · −52K sh | Q1 2026 | |
| 8 | NORTHERN TRUST CORP | $990.3M | 10.2M | ▼−1.4% Reduced · −146K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | $872.1M | 9.0M | ▲+3.3% Added · +288K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $765.7M | 7.9M | ▼−0.5% Reduced · −37K sh | Q1 2026 | |
| 11 | UBS Group AG | $704.5M | 7.2M | ▲+20% Added · +1.2M sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $654.7M | 6.9M | ▲+2.5% Added · +172K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $434.8M | 4.5M | ▼−2.8% Reduced · −127K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $406.2M | 4.2M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 15 | FMR LLC | $397.5M | 4.1M | ▲+0.8% Added · +32K sh | Q1 2026 | |
| 16 | AMG National Trust Bank | $378.1M | 3.9M | ▲+2.0% Added · +77K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $365.2M | 3.8M | ▲+6.7% Added · +236K sh | Q1 2026 | |
| 18 | CIBC Bancorp USA Inc. | $306.2M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $293.5M | 3.0M | ▲+6.8% Added · +192K sh | Q1 2026 | |
| 20 | JOHNSON INVESTMENT COUNSEL INC | $282.7M | 2.9M | ▲+3.2% Added · +90K sh | Q1 2026 | |
| 21 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $273.4M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $272.3M | 2.8M | ▼−4.1% Reduced · −121K sh | Q1 2026 | |
| 23 | FIFTH THIRD BANCORP | $247.7M | 2.5M | ▲+26% Added · +522K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $207.4M | 2.1M | ▼−5.4% Reduced · −123K sh | Q1 2026 | |
| 25 | BANK OF MONTREAL /CAN/ | $191.2M | 2.0M | ▲+27% Added · +420K 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 | 310 funds | $131.9B |
| ALPHABET INC-CL CGOOG | 309 funds | $53.1B |
| MICROSOFT CORPMSFT | 308 funds | $121.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 307 funds | $21.6B |
| NVIDIA CORPNVDA | 306 funds | $153.9B |
| ALPHABET INC-CL AGOOGL | 306 funds | $75.9B |
| AMAZON.COM INCAMZN | 305 funds | $85.2B |
| META PLATFORMS INC-CLASS AMETA | 305 funds | $46.1B |
| JPMORGAN CHASE & COJPM | 302 funds | $37.1B |
| VISA INC-CLASS A SHARESV | 302 funds | $31.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 302 funds | $21.6B |
| EXXON MOBIL CORPXOM | 301 funds | $29.8B |
Ranked by how many of IWR'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 IWR. 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.