| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $73.3M | 1.9M | ▼−7.3% Reduced · −147K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $70.2M | 1.8M | ▲+26% Added · +363K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $67.7M | 1.7M | ▲+183% Added · +1.1M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $64.3M | 1.6M | ▲+652% Added · +1.4M sh | Q1 2026 | |
| 5 | CITIGROUP INC | $47.8M | 1.2M | ▼−43% Reduced · −911K sh | Q1 2026 | |
| 6 | MinichMacGregor Wealth Management, LLC | $21.0M | 497K | ▲New +497K sh | Q2 2026 | |
| 7 | Advisory Services Network, LLC | $16.1M | 410K | ▲+189% Added · +268K sh | Q1 2026 | |
| 8 | Zurich Insurance Group Ltd/FI | $15.9M | 405K | ▼−15% Reduced · −69K sh | Q1 2026 | |
| 9 | BNP PARIBAS FINANCIAL MARKETS | $15.5M | 394K | ▼−39% Reduced · −251K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $14.5M | 369K | ▼−19% Reduced · −85K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $13.1M | 333K | ▼−12% Reduced · −45K sh | Q1 2026 | |
| 12 | Prospera Financial Services Inc | $13.8M | 326K | ▲25× Added · +313K sh | Q2 2026 | |
| 13 | Equitable Holdings, Inc. | $11.4M | 290K | ▲+317% Added · +220K sh | Q1 2026 | |
| 14 | Orion Porfolio Solutions, LLC | $10.4M | 263K | ▼−16% Reduced · −50K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $10.3M | 263K | ▼−13% Reduced · −38K sh | Q1 2026 | |
| 16 | UBS Group AG | $7.2M | 183K | ▼−19% Reduced · −42K sh | Q1 2026 | |
| 17 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6.4M | 164K | —Held | Q1 2026 | |
| 18 | Cadent Capital Advisors, LLC | $6.5M | 154K | ▲+13% Added · +18K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $5.7M | 146K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 20 | Baker Avenue Asset Management, LP | $5.0M | 127K | ▼−7.1% Reduced · −10K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $4.6M | 118K | ▲New +118K sh | Q1 2026 | |
| 22 | VestGen Advisors, LLC | $4.7M | 112K | ▲+19% Added · +18K sh | Q1 2026 | |
| 23 | PGIM Custom Harvest LLC | $3.4M | 86K | —Held | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $3.3M | 83K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 25 | Merit Financial Group, LLC | $3.3M | 78K | ▲+76% Added · +33K sh | Q2 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 60 funds | $16.9B |
| BROADCOM INCAVGO | 60 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 60 funds | $8.3B |
| ALPHABET INC-CL CGOOG | 60 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 60 funds | $4.5B |
| COSTCO WHOLESALE CORPCOST | 60 funds | $4.5B |
| EXXON MOBIL CORPXOM | 60 funds | $4.3B |
| ELI LILLY & COLLY | 60 funds | $4.3B |
| CHEVRON CORPCVX | 60 funds | $3.0B |
| PROCTER & GAMBLE CO/THEPG | 60 funds | $2.6B |
| CATERPILLAR INCCAT | 60 funds | $2.5B |
| NETFLIX INCNFLX | 60 funds | $2.2B |
Ranked by how many of IYZ'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/IYZ/capital-change-brief"
Use Arkolith's capital_change_brief for IYZ. 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 IYZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.