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/IWV/capital-change-brief"
Use Arkolith's capital_change_brief for IWV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | $691.6M | 1.9M | ▼−0.5% Reduced · −9K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $667.2M | 1.8M | ▲+24% Added · +350K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $630.8M | 1.7M | ▲+11% Added · +173K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $488.5M | 1.3M | ▲+2.6% Added · +33K sh | Q1 2026 | |
| 5 | NORTHERN TRUST CORP | $370.3M | 999K | ▼−2.0% Reduced · −21K sh | Q1 2026 | |
| 6 | Gallagher Fiduciary Advisors, LLC | Withheld | 966K | ▲371× Added · +963K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $342.3M | 924K | ▲+11% Added · +94K sh | Q1 2026 | |
| 8 | American Family Investments, Inc. | $312.8M | 844K | ▲+210% Added · +572K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $171.2M | 476K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $169.5M | 457K | ▼−8.6% Reduced · −43K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $148.0M | 399K | ▼−5.8% Reduced · −25K sh | Q1 2026 | |
| 12 | FMR LLC | $143.8M | 388K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 13 | Focus Partners Wealth | $133.6M | 360K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $125.5M | 339K | ▼−3.5% Reduced · −12K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $124.5M | 336K | ▼−3.0% Reduced · −10K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $118.0M | 318K | ▲+1.8% Added · +6K sh | Q1 2026 | |
| 17 | UBS Group AG | $109.8M | 296K | ▼−22% Reduced · −86K sh | Q1 2026 | |
| 18 | TLWM | $124.9M | 293K | ▼−0.5% Reduced · −1K sh | Q2 2026 | |
| 19 | Gotham Asset Management, LLC | $107.0M | 289K | ▲New +289K sh | Q1 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $102.2M | 276K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 21 | Lido Advisors, LLC | $101.9M | 275K | ▼−0.3% Reduced · −785 sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $93.5M | 252K | ▼−15% Reduced · −43K sh | Q1 2026 | |
| 23 | Corient Private Wealth LLC | $83.0M | 226K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 24 | BLAIR WILLIAM & CO/IL | $72.0M | 194K | ▼−2.2% Reduced · −4K sh | Q1 2026 | |
| 25 | Bricktown Capital, LLC | $79.8M | 187K | ▼−16% Reduced · −35K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 212 funds | $121.2B |
| APPLE INCAAPL | 212 funds | $99.8B |
| MICROSOFT CORPMSFT | 212 funds | $94.6B |
| ALPHABET INC-CL AGOOGL | 211 funds | $53.0B |
| ISHARES CORE S&P 500 ETFIVV | 210 funds | $39.1B |
| JPMORGAN CHASE & COJPM | 210 funds | $25.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 210 funds | $23.2B |
| ALPHABET INC-CL CGOOG | 209 funds | $46.2B |
| META PLATFORMS INC-CLASS AMETA | 209 funds | $36.5B |
| VANGUARD S&P 500 ETFVOO | 209 funds | $21.4B |
| AMAZON.COM INCAMZN | 208 funds | $67.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 207 funds | $17.5B |
Ranked by how many of IWV'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 IWV. 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.