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/IWS/capital-change-brief"
Use Arkolith's capital_change_brief for IWS. 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 | $1.2B | 8.1M | ▼−0.1% Reduced · −6K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $1.1B | 7.7M | ▼−21% Reduced · −2.0M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $573.2M | 3.9M | ▲+0.4% Added · +16K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $519.9M | 3.6M | ▼−16% Reduced · −669K sh | Q1 2026 | |
| 5 | Envestnet Portfolio Solutions, Inc. | $405.5M | 2.8M | ▼−2.6% Reduced · −74K sh | Q1 2026 | |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $389.6M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 7 | FIRST CITIZENS BANK & TRUST CO | $396.5M | 2.4M | ▼−9.7% Reduced · −258K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $346.4M | 2.4M | ▼−0.6% Reduced · −14K sh | Q1 2026 | |
| 9 | US BANCORP \DE\ | $296.5M | 2.0M | ▼−2.7% Reduced · −56K sh | Q1 2026 | |
| 10 | COMMERCE BANK | $288.6M | 2.0M | ▼−0.2% Reduced · −4K sh | Q1 2026 | |
| 11 | FMR LLC | $281.0M | 1.9M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $271.8M | 1.9M | ▼−6.0% Reduced · −120K sh | Q1 2026 | |
| 13 | UBS Group AG | $259.2M | 1.8M | ▲+8.4% Added · +138K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $182.4M | 1.3M | ▼−2.4% Reduced · −30K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $181.7M | 1.2M | ▲+3.0% Added · +36K sh | Q1 2026 | |
| 16 | Cassaday & Co Wealth Management LLC | $149.2M | 1.0M | ▲+1.9% Added · +19K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $144.8M | 993K | ▼−10% Reduced · −116K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $137.2M | 941K | ▼−6.5% Reduced · −65K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $112.1M | 788K | ▼−1.1% Reduced · −9K sh | Q1 2026 | |
| 20 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $112.3M | 771K | ▼−1.4% Reduced · −11K sh | Q1 2026 | |
| 21 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $116.9M | 710K | ▼−0.5% Reduced · −4K sh | Q2 2026 | |
| 22 | STEPHENS INC /AR/ | $99.6M | 684K | ▼−19% Reduced · −157K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $94.6M | 649K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 24 | Heritage Wealth Advisors | $79.5M | 545K | ▲+1.1% Added · +6K sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $63.7M | 437K | ▼−0.5% Reduced · −2K 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 | 236 funds | $109.5B |
| APPLE INCAAPL | 234 funds | $112.6B |
| ALPHABET INC-CL AGOOGL | 233 funds | $62.0B |
| JPMORGAN CHASE & COJPM | 233 funds | $30.9B |
| AMAZON.COM INCAMZN | 231 funds | $79.1B |
| EXXON MOBIL CORPXOM | 231 funds | $23.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 231 funds | $19.7B |
| COSTCO WHOLESALE CORPCOST | 231 funds | $17.0B |
| JOHNSON & JOHNSONJNJ | 230 funds | $21.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 230 funds | $17.2B |
| CHEVRON CORPCVX | 230 funds | $12.2B |
| NVIDIA CORPNVDA | 229 funds | $139.4B |
Ranked by how many of IWS'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 IWS. 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.