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/IYM/capital-change-brief"
Use Arkolith's capital_change_brief for IYM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $224.4M | 1.3M | ▲688× Added · +1.3M sh | Q1 2026 | |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $135.0M | 768K | ▲+64% Added · +300K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $65.9M | 375K | ▲+176% Added · +239K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $48.0M | 273K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $30.0M | 170K | ▲+68% Added · +69K sh | Q1 2026 | |
| 6 | COMMERCE BANK | $19.0M | 108K | ▼−2.9% Reduced · −3K sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | $17.8M | 101K | ▲+485% Added · +84K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $17.6M | 100K | ▲+35% Added · +26K sh | Q1 2026 | |
| 9 | UBS Group AG | $14.2M | 81K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 76K | ▲+13% Added · +9K sh | Q1 2026 | |
| 11 | BANK OF NOVA SCOTIA | $13.0M | 74K | ▲+192% Added · +49K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $11.6M | 66K | ▲New +66K sh | Q1 2026 | |
| 13 | PGIM Custom Harvest LLC | $11.5M | 65K | ▼−79% Reduced · −238K sh | Q1 2026 | |
| 14 | PRINCIPAL FINANCIAL GROUP INC | $10.1M | 57K | ▲+323% Added · +44K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.0M | 40K | ▲+86% Added · +18K sh | Q1 2026 | |
| 16 | First Heartland Consultants, Inc. | $7.1M | 40K | ▲26× Added · +38K sh | Q2 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $6.2M | 35K | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $5.9M | 34K | ▼−10% Reduced · −4K sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $6.0M | 33K | ▲27× Added · +32K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $5.0M | 29K | ▲+42% Added · +8K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 26K | ▼−9.8% Reduced · −3K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $4.4M | 25K | ▲+1.2% Added · +294 sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $4.1M | 23K | ▲+45% Added · +7K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $4.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $3.3M | 19K | ▼−10% Reduced · −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 | 75 funds | $28.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $13.7B |
| BROADCOM INCAVGO | 75 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 75 funds | $10.6B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $9.2B |
| MICROSOFT CORPMSFT | 74 funds | $23.2B |
| AMAZON.COM INCAMZN | 74 funds | $16.7B |
| ALPHABET INC-CL AGOOGL | 74 funds | $15.2B |
| ALPHABET INC-CL CGOOG | 74 funds | $10.3B |
| WALMART INCWMT | 74 funds | $5.5B |
| ELI LILLY & COLLY | 74 funds | $5.5B |
| COSTCO WHOLESALE CORPCOST | 74 funds | $5.1B |
Ranked by how many of IYM'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 IYM. 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.