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/IYW/capital-change-brief"
Use Arkolith's capital_change_brief for IYW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $912.4M | 5.0M | ▼−13% Reduced · −744K sh | Q1 2026 | |
| 2 | PGIM Custom Harvest LLC | $824.7M | 4.5M | ▲+4.4% Added · +191K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $618.5M | 3.4M | ▼−4.3% Reduced · −153K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $551.6M | 3.0M | ▼−15% Reduced · −552K sh | Q1 2026 | |
| 5 | UBS Group AG | $318.8M | 1.8M | ▼−3.6% Reduced · −66K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $273.2M | 1.5M | ▼−2.9% Reduced · −46K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $266.5M | 1.5M | ▼−0.5% Reduced · −7K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $253.4M | 1.5M | ▼−64% Reduced · −2.6M sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $239.6M | 1.3M | ▼−35% Reduced · −702K sh | Q1 2026 | |
| 10 | RiverFront Investment Group, LLC | $182.3M | 1.0M | ▲+9.4% Added · +87K sh | Q1 2026 | |
| 11 | HSBC HOLDINGS PLC | $177.4M | 978K | ▲+10% Added · +91K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $166.9M | 920K | ▼−11% Reduced · −118K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $161.9M | 893K | ▼−6.8% Reduced · −65K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $121.5M | 670K | ▼−7.1% Reduced · −51K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $111.2M | 611K | ▼−18% Reduced · −133K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $108.7M | 599K | ▼−8.8% Reduced · −58K sh | Q1 2026 | |
| 17 | FIL Ltd | $107.8M | 594K | ▲New +594K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $92.4M | 509K | ▼−10% Reduced · −58K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $89.9M | 495K | ▲+11% Added · +49K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $72.3M | 398K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $66.5M | 367K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 22 | Dynasty Wealth Management, LLC | $64.0M | 353K | ▼−64% Reduced · −633K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $63.6M | 351K | ▲+3.0% Added · +10K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $60.0M | 331K | ▼−44% Reduced · −257K sh | Q1 2026 | |
| 25 | Focus Partners Wealth | $58.8M | 324K | ▲+3.8% Added · +12K 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 | 251 funds | $188.0B |
| MICROSOFT CORPMSFT | 249 funds | $141.5B |
| AMAZON.COM INCAMZN | 249 funds | $104.1B |
| META PLATFORMS INC-CLASS AMETA | 249 funds | $57.1B |
| JPMORGAN CHASE & COJPM | 249 funds | $41.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 249 funds | $23.9B |
| APPLE INCAAPL | 248 funds | $156.0B |
| ALPHABET INC-CL AGOOGL | 248 funds | $89.3B |
| ALPHABET INC-CL CGOOG | 248 funds | $60.4B |
| ELI LILLY & COLLY | 248 funds | $38.8B |
| COSTCO WHOLESALE CORPCOST | 248 funds | $24.1B |
| BROADCOM INCAVGO | 247 funds | $71.3B |
Ranked by how many of IYW'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 IYW. 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.