| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $115.1M | 780K | ▼−2.4% Reduced · −19K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $66.4M | 450K | ▼−2.6% Reduced · −12K sh | Q1 2026 | |
| 3 | PGIM Custom Harvest LLC | $56.9M | 386K | ▲+16% Added · +54K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $53.5M | 363K | ▼−37% Reduced · −209K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $46.1M | 313K | ▲+0.2% Added · +724 sh | Q1 2026 | |
| 6 | UBS Group AG | $37.8M | 256K | ▼−6.2% Reduced · −17K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $33.4M | 226K | ▲+6.7% Added · +14K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $31.6M | 214K | ▼−17% Reduced · −43K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $30.1M | 204K | ▲+8.7% Added · +16K sh | Q1 2026 | |
| 10 | Kozak & Associates, Inc. | $23.9M | 144K | ▼−34% Reduced · −75K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $15.0M | 102K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $14.1M | 96K | ▼~0% Reduced · −34 sh | Q1 2026 | |
| 13 | Prospera Financial Services Inc | $15.6M | 94K | ▼−2.9% Reduced · −3K sh | Q2 2026 | |
| 14 | MinichMacGregor Wealth Management, LLC | $14.5M | 87K | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 15 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $9.6M | 65K | ▼−69% Reduced · −145K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $9.3M | 63K | ▲+11% Added · +6K sh | Q1 2026 | |
| 17 | Sanctuary Advisors, LLC | $8.9M | 60K | ▲+18% Added · +9K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $8.6M | 60K | ▲+16% Added · +8K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $7.8M | 53K | ▼−9.7% Reduced · −6K sh | Q1 2026 | |
| 20 | Focus Partners Wealth | $7.6M | 51K | ▲+299% Added · +38K sh | Q1 2026 | |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $7.4M | 50K | ▼−50% Reduced · −50K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $6.7M | 45K | ▲+1.4% Added · +626 sh | Q1 2026 | |
| 23 | SOUTHERN CAPITAL ADVISORS, LLC | $7.3M | 44K | ▲+0.7% Added · +297 sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $6.4M | 43K | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 43K | ▲+5.7% Added · +2K 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 | 112 funds | $29.3B |
| MICROSOFT CORPMSFT | 112 funds | $25.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 112 funds | $19.6B |
| JPMORGAN CHASE & COJPM | 112 funds | $12.4B |
| ALPHABET INC-CL CGOOG | 112 funds | $11.7B |
| BROADCOM INCAVGO | 112 funds | $11.6B |
| META PLATFORMS INC-CLASS AMETA | 112 funds | $10.8B |
| JOHNSON & JOHNSONJNJ | 112 funds | $7.0B |
| VISA INC-CLASS A SHARESV | 112 funds | $7.0B |
| COSTCO WHOLESALE CORPCOST | 112 funds | $6.8B |
| ELI LILLY & COLLY | 112 funds | $6.3B |
| EXXON MOBIL CORPXOM | 112 funds | $6.2B |
Ranked by how many of IYJ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/IYJ/capital-change-brief"
Use Arkolith's capital_change_brief for IYJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IYJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.