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/IYG/capital-change-brief"
Use Arkolith's capital_change_brief for IYG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | $180.5M | 2.2M | ▲+310% Added · +1.6M sh | Q1 2026 | |
| 2 | RiverFront Investment Group, LLC | $122.4M | 1.5M | ▲+2.0% Added · +29K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $112.6M | 1.4M | ▲+35% Added · +362K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $103.2M | 1.2M | ▼−6.2% Reduced · −83K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $85.7M | 1.0M | ▼−4.2% Reduced · −45K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $85.6M | 1.0M | ▲+1.1% Added · +12K sh | Q1 2026 | |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $74.2M | 896K | ▲+55% Added · +320K sh | Q1 2026 | |
| 8 | OpenArc Corporate Advisory, LLC | $63.4M | 765K | ▲+27% Added · +162K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $39.0M | 470K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $38.7M | 467K | ▼−2.6% Reduced · −12K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $37.3M | 451K | ▲+0.1% Added · +707 sh | Q1 2026 | |
| 12 | Baltimore-Washington Financial Advisors, Inc. | $35.5M | 429K | ▲+2.9% Added · +12K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $34.8M | 420K | ▼−5.4% Reduced · −24K sh | Q1 2026 | |
| 14 | PGIM Custom Harvest LLC | $30.3M | 365K | ▲+23% Added · +69K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $29.4M | 355K | ▲+0.1% Added · +239 sh | Q1 2026 | |
| 16 | Kozak & Associates, Inc. | $28.2M | 305K | ▼−29% Reduced · −125K sh | Q2 2026 | |
| 17 | Circle Wealth Management, LLC | $24.4M | 295K | —Held | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $18.6M | 225K | ▼−11% Reduced · −29K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $17.3M | 209K | ▲+17% Added · +30K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $16.5M | 199K | ▼−12% Reduced · −28K sh | Q1 2026 | |
| 21 | BANK OF MONTREAL /CAN/ | $15.5M | 187K | ▲+12% Added · +21K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $15.5M | 187K | ▲New +187K sh | Q1 2026 | |
| 23 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $12.3M | 148K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 24 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P | $12.2M | 148K | ▼−0.2% Reduced · −355 sh | Q1 2026 | |
| 25 | UBS Group AG | $9.2M | 111K | ▼−1.1% Reduced · −1K 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 | 89 funds | $27.8B |
| MICROSOFT CORPMSFT | 89 funds | $23.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 89 funds | $17.0B |
| BROADCOM INCAVGO | 89 funds | $11.1B |
| ALPHABET INC-CL CGOOG | 89 funds | $10.5B |
| META PLATFORMS INC-CLASS AMETA | 89 funds | $9.3B |
| VISA INC-CLASS A SHARESV | 89 funds | $5.9B |
| ELI LILLY & COLLY | 89 funds | $5.6B |
| EXXON MOBIL CORPXOM | 89 funds | $5.2B |
| COSTCO WHOLESALE CORPCOST | 89 funds | $5.0B |
| HOME DEPOT INCHD | 89 funds | $4.0B |
| CHEVRON CORPCVX | 89 funds | $4.0B |
Ranked by how many of IYG'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 IYG. 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.