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/IWY/capital-change-brief"
Use Arkolith's capital_change_brief for IWY. 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 | $1.3B | 5.1M | ▲New +5.1M sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $1.2B | 4.7M | ▼−0.3% Reduced · −16K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $881.2M | 3.5M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 4 | FIRST CITIZENS BANK & TRUST CO | $995.5M | 3.4M | ▼−24% Reduced · −1.1M sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $835.4M | 3.4M | ▲+59% Added · +1.2M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $594.1M | 2.4M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 7 | Mariner, LLC | $346.9M | 1.4M | ▼−4.9% Reduced · −72K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $337.1M | 1.4M | ▲+2.4% Added · +32K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $228.1M | 917K | ▲+4.2% Added · +37K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $183.8M | 738K | ▲+2.6% Added · +18K sh | Q1 2026 | |
| 11 | AE Wealth Management LLC | $164.0M | 659K | ▲+3.3% Added · +21K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $141.4M | 568K | ▲+5.1% Added · +28K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $140.1M | 563K | ▲+8.2% Added · +43K sh | Q1 2026 | |
| 14 | Atlantic Union Bankshares Corp | $124.3M | 500K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $118.6M | 476K | ▲+18% Added · +72K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $114.4M | 460K | ▼−11% Reduced · −56K sh | Q1 2026 | |
| 17 | UBS Group AG | $106.2M | 427K | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 18 | Lido Advisors, LLC | $106.1M | 426K | ▼−7.1% Reduced · −33K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $98.1M | 394K | ▲+3.3% Added · +12K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $93.0M | 374K | ▲+4.4% Added · +16K sh | Q1 2026 | |
| 21 | Wilmington Savings Fund Society, FSB | $92.7M | 373K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 22 | DAVENPORT & Co LLC | $90.3M | 311K | ▲+40% Added · +89K sh | Q2 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $75.1M | 302K | ▲+12% Added · +33K sh | Q1 2026 | |
| 24 | First Citizens Asset Management, Inc. | $81.1M | 297K | ▼−0.5% Reduced · −2K sh | Q3 2025 | |
| 25 | Prosperity Consulting Group, LLC | $72.7M | 292K | ▲+46% Added · +91K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 189 funds | $33.9B |
| MICROSOFT CORPMSFT | 189 funds | $31.0B |
| ALPHABET INC-CL CGOOG | 189 funds | $14.4B |
| JOHNSON & JOHNSONJNJ | 189 funds | $10.1B |
| CHEVRON CORPCVX | 189 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 188 funds | $14.1B |
| EXXON MOBIL CORPXOM | 188 funds | $8.3B |
| VISA INC-CLASS A SHARESV | 188 funds | $7.6B |
| COSTCO WHOLESALE CORPCOST | 188 funds | $7.4B |
| AT&T INCT | 188 funds | $2.1B |
| WALT DISNEY CO/THEDIS | 188 funds | $1.5B |
| APPLE INCAAPL | 187 funds | $42.6B |
Ranked by how many of IWY'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 IWY. 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.