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/IYK/capital-change-brief"
Use Arkolith's capital_change_brief for IYK. 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 | $149.1M | 2.1M | ▲44× Added · +2.1M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $79.3M | 1.1M | ▲25× Added · +1.1M sh | Q1 2026 | |
| 3 | OpenArc Corporate Advisory, LLC | $69.3M | 990K | ▲New +990K sh | Q1 2026 | |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $63.1M | 901K | ▲387× Added · +898K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $60.2M | 859K | ▼−9.1% Reduced · −86K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $48.2M | 688K | ▲+2.8% Added · +18K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $41.0M | 585K | ▲+261% Added · +423K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $40.5M | 578K | ▼−3.2% Reduced · −19K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $38.9M | 556K | ▲+3.3% Added · +18K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.7M | 467K | ▼−12% Reduced · −65K sh | Q1 2026 | |
| 11 | BNP PARIBAS FINANCIAL MARKETS | $28.1M | 401K | ▲+303% Added · +302K sh | Q1 2026 | |
| 12 | UBS Group AG | $26.3M | 376K | ▼−21% Reduced · −97K sh | Q1 2026 | |
| 13 | PGIM Custom Harvest LLC | $22.3M | 319K | ▼−8.3% Reduced · −29K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $21.9M | 312K | ▲+13% Added · +36K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $18.0M | 257K | ▼−9.6% Reduced · −27K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $17.9M | 256K | ▼−13% Reduced · −38K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $17.8M | 255K | ▲+14% Added · +31K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $15.0M | 214K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $12.7M | 181K | ▼−3.6% Reduced · −7K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $9.9M | 141K | ▲+236% Added · +99K sh | Q1 2026 | |
| 21 | CIBC WORLD MARKET INC. | $9.2M | 132K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 22 | Key Client Fiduciary Advisors, LLC | $8.5M | 117K | ▼−7.5% Reduced · −10K sh | Q2 2026 | |
| 23 | MGO ONE SEVEN LLC | $7.3M | 104K | ▲+6.6% Added · +6K sh | Q1 2026 | |
| 24 | Zurich Insurance Group Ltd/FI | $4.8M | 68K | ▼−38% Reduced · −43K sh | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $4.3M | 61K | ▲+13% Added · +7K 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 | 84 funds | $23.7B |
| MICROSOFT CORPMSFT | 84 funds | $19.7B |
| ALPHABET INC-CL AGOOGL | 84 funds | $12.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 84 funds | $10.6B |
| JPMORGAN CHASE & COJPM | 84 funds | $9.4B |
| BROADCOM INCAVGO | 84 funds | $9.1B |
| ALPHABET INC-CL CGOOG | 84 funds | $9.0B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $8.3B |
| VISA INC-CLASS A SHARESV | 84 funds | $5.4B |
| JOHNSON & JOHNSONJNJ | 84 funds | $5.3B |
| COSTCO WHOLESALE CORPCOST | 84 funds | $5.2B |
| WALMART INCWMT | 84 funds | $4.8B |
Ranked by how many of IYK'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 IYK. 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.