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/IYF/capital-change-brief"
Use Arkolith's capital_change_brief for IYF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $202.1M | 1.7M | ▼−0.9% Reduced · −16K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $181.9M | 1.5M | ▼−1.4% Reduced · −23K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $181.3M | 1.5M | ▼−0.7% Reduced · −11K sh | Q1 2026 | |
| 4 | Phoenix Financial Ltd. | $140.8M | 1.2M | —Held | Q1 2026 | |
| 5 | PGIM Custom Harvest LLC | $125.8M | 1.1M | ▲+81% Added · +480K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $83.6M | 711K | ▲+8.2% Added · +54K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $75.9M | 645K | ▲+4.4% Added · +27K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $65.9M | 560K | ▼−8.8% Reduced · −54K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $65.8M | 559K | ▲New +559K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $50.1M | 425K | ▼−6.0% Reduced · −27K sh | Q1 2026 | |
| 11 | UBS Group AG | $47.9M | 407K | ▼−2.7% Reduced · −12K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $38.1M | 324K | ▼−23% Reduced · −95K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $37.0M | 315K | ▲+27% Added · +68K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $35.0M | 298K | ▲+3.0% Added · +9K sh | Q1 2026 | |
| 15 | FMR LLC | $33.3M | 283K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 16 | Magnus Financial Group LLC | $27.0M | 212K | ▲+2.6% Added · +5K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 199K | ▼−7.1% Reduced · −15K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $22.6M | 192K | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 19 | SCOTIA CAPITAL INC. | $19.8M | 168K | ▲+2.2% Added · +4K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $17.1M | 145K | ▼−2.6% Reduced · −4K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $16.2M | 138K | ▼−21% Reduced · −37K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $15.6M | 136K | ▼−87% Reduced · −918K sh | Q1 2026 | |
| 23 | PATTEN & PATTEN INC/TN | $13.8M | 117K | ▼−0.3% Reduced · −339 sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 114K | ▲+24% Added · +22K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $12.9M | 110K | ▲+14% Added · +14K 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 | 146 funds | $30.0B |
| MICROSOFT CORPMSFT | 146 funds | $27.1B |
| ALPHABET INC-CL AGOOGL | 146 funds | $17.4B |
| ALPHABET INC-CL CGOOG | 146 funds | $11.9B |
| VISA INC-CLASS A SHARESV | 146 funds | $7.4B |
| COSTCO WHOLESALE CORPCOST | 146 funds | $7.2B |
| ELI LILLY & COLLY | 146 funds | $7.0B |
| HOME DEPOT INCHD | 146 funds | $5.1B |
| MASTERCARD INC - AMA | 146 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 145 funds | $27.9B |
| ISHARES CORE S&P 500 ETFIVV | 145 funds | $26.1B |
| JPMORGAN CHASE & COJPM | 145 funds | $12.7B |
Ranked by how many of IYF'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 IYF. 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.