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/IYC/capital-change-brief"
Use Arkolith's capital_change_brief for IYC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PGIM Custom Harvest LLC | $92.8M | 958K | ▼−1.8% Reduced · −17K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $91.5M | 944K | ▼−1.7% Reduced · −17K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $75.3M | 777K | ▼−12% Reduced · −109K sh | Q1 2026 | |
| 4 | UBS Group AG | $49.2M | 508K | ▼−7.9% Reduced · −44K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $28.5M | 294K | ▼−20% Reduced · −73K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $20.6M | 212K | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $18.8M | 194K | ▲+3.7% Added · +7K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $18.8M | 194K | ▼−29% Reduced · −80K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $11.5M | 118K | ▲+6.1% Added · +7K sh | Q1 2026 | |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $9.7M | 100K | ▲New +100K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 60K | ▲+27% Added · +13K sh | Q1 2026 | |
| 12 | Zurich Insurance Group Ltd/FI | $5.7M | 59K | —Held | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $5.5M | 56K | ▲+70% Added · +23K sh | Q1 2026 | |
| 14 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.4M | 56K | ▼−2.3% Reduced · −1K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $5.2M | 54K | ▼−87% Reduced · −361K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $5.2M | 53K | ▼−65% Reduced · −101K sh | Q1 2026 | |
| 17 | First Citizens Financial Corp | $5.0M | 49K | ▼−1.1% Reduced · −547 sh | Q2 2026 | |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.6M | 48K | ▼−1.6% Reduced · −769 sh | Q1 2026 | |
| 19 | Strategic Blueprint, LLC | $4.4M | 46K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 20 | PRINCIPAL SECURITIES, INC. | $4.2M | 43K | ▲+13% Added · +5K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $4.1M | 43K | ▼−18% Reduced · −9K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $4.0M | 41K | ▲+7.0% Added · +3K sh | Q1 2026 | |
| 23 | S&A Financial Services, Inc. | $3.4M | 36K | ▲New +36K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4M | 35K | ▼−9.9% Reduced · −4K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $3.3M | 34K | ▲13× Added · +31K 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 | 87 funds | $25.5B |
| ISHARES CORE S&P 500 ETFIVV | 87 funds | $22.7B |
| MICROSOFT CORPMSFT | 87 funds | $22.0B |
| ALPHABET INC-CL AGOOGL | 87 funds | $14.2B |
| JPMORGAN CHASE & COJPM | 87 funds | $10.6B |
| ALPHABET INC-CL CGOOG | 87 funds | $10.0B |
| JOHNSON & JOHNSONJNJ | 87 funds | $6.1B |
| COSTCO WHOLESALE CORPCOST | 87 funds | $5.9B |
| EXXON MOBIL CORPXOM | 87 funds | $5.8B |
| VISA INC-CLASS A SHARESV | 87 funds | $5.8B |
| ELI LILLY & COLLY | 87 funds | $5.5B |
| WALMART INCWMT | 87 funds | $5.4B |
Ranked by how many of IYC'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 IYC. 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.