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/IWX/capital-change-brief"
Use Arkolith's capital_change_brief for IWX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $949.0M | 10.2M | ▲New +10.2M sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $583.4M | 6.3M | ▼−0.6% Reduced · −37K sh | Q1 2026 | |
| 3 | FIRST CITIZENS BANK & TRUST CO | $474.7M | 4.5M | ▼−24% Reduced · −1.4M sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $247.8M | 2.7M | ▼−13% Reduced · −410K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | $102.2M | 1.1M | ▲+2.0% Added · +22K sh | Q1 2026 | |
| 6 | Lido Advisors, LLC | $89.6M | 967K | ▼−0.7% Reduced · −7K sh | Q1 2026 | |
| 7 | Clark Capital Management Group, Inc. | $62.4M | 674K | ▼−6.7% Reduced · −49K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $53.7M | 579K | ▼−9.6% Reduced · −62K sh | Q1 2026 | |
| 9 | Richard P Slaughter Associates Inc | $54.0M | 513K | ▲+5.1% Added · +25K sh | Q2 2026 | |
| 10 | Wilmington Savings Fund Society, FSB | $46.8M | 505K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 11 | First Citizens Asset Management, Inc. | $42.7M | 486K | ▼−5.5% Reduced · −28K sh | Q3 2025 | |
| 12 | TIAA TRUST, NATIONAL ASSOCIATION | $37.9M | 409K | ▼−97% Reduced · −11.9M sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $35.6M | 384K | ▼−12% Reduced · −51K sh | Q1 2026 | |
| 14 | UBS Group AG | $32.7M | 353K | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $26.0M | 287K | ▲+9.7% Added · +25K sh | Q1 2026 | |
| 16 | Orion Porfolio Solutions, LLC | $26.2M | 282K | ▼−22% Reduced · −79K sh | Q1 2026 | |
| 17 | RTD Financial Advisors, Inc. | $29.4M | 280K | ▲+3.7% Added · +10K sh | Q2 2026 | |
| 18 | LifeWealth Investments, LLC | $26.3M | 250K | ▲+9.4% Added · +21K sh | Q2 2026 | |
| 19 | Bryn Mawr Trust Advisors, LLC | $22.5M | 242K | ▼−6.0% Reduced · −15K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $22.4M | 242K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $22.2M | 239K | ▼−9.0% Reduced · −24K sh | Q1 2026 | |
| 22 | Sterling Capital Management LLC | $21.9M | 237K | ▲+22% Added · +42K sh | Q1 2026 | |
| 23 | Waverly Advisors, LLC | $19.5M | 210K | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $18.5M | 199K | ▲+47% Added · +63K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $18.1M | 195K | ▼−23% Reduced · −57K 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.
| Class | 13F holders | Value held |
|---|---|---|
| IWYcs | 382 funds | $10.2B |
| AORcs | 238 funds | $944.0M |
| AOAcs | 227 funds | $453.5M |
| IWXthis pageUIE | 175 funds | $3.4B |
| AOMcs | 166 funds | $500.7M |
| IWLcs | 155 funds | $1.1B |
| EUFNmc | 151 funds | $2.0B |
| IGLBcs | 144 funds | $1.7B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 92 funds | $21.4B |
| MICROSOFT CORPMSFT | 92 funds | $18.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 92 funds | $16.6B |
| ALPHABET INC-CL AGOOGL | 92 funds | $12.3B |
| JPMORGAN CHASE & COJPM | 92 funds | $8.9B |
| ALPHABET INC-CL CGOOG | 92 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 92 funds | $8.3B |
| ELI LILLY & COLLY | 92 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 92 funds | $5.0B |
| EXXON MOBIL CORPXOM | 92 funds | $4.9B |
| WALMART INCWMT | 92 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 92 funds | $4.4B |
Ranked by how many of IWX'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 IWX. 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.