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/QIS/capital-change-brief"
Use Arkolith's capital_change_brief for QIS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $37.9M | 3.8M | —Held | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $398K | 33K | ▲+10% Added · +3K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $38K | 3K | ▲+130% Added · +2K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $1K | 115 | —Held | Q1 2026 | |
| 5 | UBS Group AG | $788 | 65 | ▼−1.5% Reduced · −1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $42.1B |
| ELI LILLY & COLLY | 9 funds | $19.4B |
| EXXON MOBIL CORPXOM | 9 funds | $16.3B |
| JOHNSON & JOHNSONJNJ | 9 funds | $15.0B |
| WALMART INCWMT | 9 funds | $14.2B |
| ABBVIE INCABBV | 9 funds | $12.6B |
| MASTERCARD INC - AMA | 9 funds | $10.5B |
| COCA-COLA CO/THEKO | 9 funds | $9.9B |
| CISCO SYSTEMS INCCSCO | 9 funds | $9.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 9 funds | $9.4B |
| MERCK & CO. INC.MRK | 9 funds | $8.0B |
| AMGEN INCAMGN | 9 funds | $7.4B |
Ranked by how many of QIS'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 QIS. 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.