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/IXJ/capital-change-brief"
Use Arkolith's capital_change_brief for IXJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.3B | 13.9M | ▼−1.9% Reduced · −276K sh | Q1 2026 | |
| 2 | Phoenix Financial Ltd. | $349.3M | 3.7M | ▲+76% Added · +1.6M sh | Q1 2026 | |
| 3 | Fisher Asset Management, LLC | $211.5M | 2.3M | ▼−72% Reduced · −5.8M sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $108.8M | 1.2M | ▼−52% Reduced · −1.3M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $41.6M | 453K | ▼−4.6% Reduced · −22K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $41.9M | 448K | ▲12× Added · +411K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $41.6M | 445K | ▲+5.4% Added · +23K sh | Q1 2026 | |
| 8 | Richard Bernstein Advisors LLC | $37.1M | 397K | ▼−69% Reduced · −887K sh | Q1 2026 | |
| 9 | UBS Group AG | $26.9M | 288K | ▲+7.5% Added · +20K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $21.1M | 226K | ▼−2.3% Reduced · −5K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $18.6M | 199K | ▼−7.6% Reduced · −16K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $16.5M | 177K | ▲+12% Added · +18K sh | Q1 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $15.8M | 169K | ▲+59% Added · +63K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $14.3M | 153K | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $12.7M | 136K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 16 | Federation des caisses Desjardins du Quebec | $11.8M | 126K | ▼−56% Reduced · −163K sh | Q1 2026 | |
| 17 | Banco Santander, S.A. | $10.8M | 115K | ▲+67% Added · +46K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $9.6M | 102K | ▼−56% Reduced · −131K sh | Q1 2026 | |
| 19 | Robertson Stephens Wealth Management, LLC | $8.7M | 93K | ▲+7.0% Added · +6K sh | Q1 2026 | |
| 20 | Royal Fund Management, LLC | $8.6M | 92K | ▼−0.9% Reduced · −848 sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $7.9M | 84K | ▼−21% Reduced · −23K sh | Q1 2026 | |
| 22 | Mirae Asset Global Investments Co., Ltd. | $5.5M | 59K | ▲+31% Added · +14K sh | Q1 2026 | |
| 23 | PGIM Custom Harvest LLC | $5.4M | 58K | ▲+27% Added · +12K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $5.3M | 56K | ▲+15% Added · +7K sh | Q1 2026 | |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $5.1M | 55K | —Held | 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 | 98 funds | $32.4B |
| MICROSOFT CORPMSFT | 98 funds | $26.8B |
| ALPHABET INC-CL AGOOGL | 98 funds | $16.8B |
| HOME DEPOT INCHD | 98 funds | $5.0B |
| AMAZON.COM INCAMZN | 97 funds | $20.4B |
| BROADCOM INCAVGO | 97 funds | $12.3B |
| ALPHABET INC-CL CGOOG | 97 funds | $11.6B |
| VISA INC-CLASS A SHARESV | 97 funds | $7.1B |
| JOHNSON & JOHNSONJNJ | 97 funds | $6.5B |
| ELI LILLY & COLLY | 97 funds | $6.3B |
| MASTERCARD INC - AMA | 97 funds | $4.4B |
| CHEVRON CORPCVX | 97 funds | $4.3B |
Ranked by how many of IXJ'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 IXJ. 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.