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/TIP/capital-change-brief"
Use Arkolith's capital_change_brief for TIP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.7B | 24.3M | ▲+18% Added · +3.7M sh | Q1 2026 | |
| 2 | FMR LLC | $484.8M | 4.4M | ▼−21% Reduced · −1.2M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $476.7M | 4.3M | ▲+1.2% Added · +52K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $292.7M | 2.7M | ▲+1.2% Added · +32K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $216.4M | 2.0M | ▼−3.9% Reduced · −79K sh | Q1 2026 | |
| 6 | UBS Group AG | $183.6M | 1.7M | ▲+1.9% Added · +31K sh | Q1 2026 | |
| 7 | SUMITOMO LIFE INSURANCE CO | $167.0M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 8 | Pictet Asset Management Holding SA | $164.6M | 1.5M | ▲+17% Added · +215K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $154.8M | 1.4M | ▲+18% Added · +214K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $154.7M | 1.4M | ▲+11% Added · +142K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $149.0M | 1.3M | ▲+55% Added · +477K sh | Q1 2026 | |
| 12 | CI INVESTMENTS INC. | $128.8M | 1.2M | ▲+29% Added · +260K sh | Q1 2026 | |
| 13 | ASSETMARK, INC | $119.4M | 1.1M | ▼−2.4% Reduced · −27K sh | Q1 2026 | |
| 14 | EVOKE WEALTH, LLC | $115.0M | 1.0M | ▲+1.0% Added · +10K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $87.5M | 792K | ▼−2.1% Reduced · −17K sh | Q1 2026 | |
| 16 | GenTrust, LLC | $81.2M | 736K | ▲+5.8% Added · +41K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $73.5M | 666K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 18 | FIL Ltd | $68.8M | 624K | ▲+26% Added · +129K sh | Q1 2026 | |
| 19 | KEYBANK NATIONAL ASSOCIATION/OH | $67.2M | 609K | ▼−4.1% Reduced · −26K sh | Q1 2026 | |
| 20 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $62.8M | 569K | ▼−21% Reduced · −153K sh | Q1 2026 | |
| 21 | Dynasty Wealth Management, LLC | $53.5M | 485K | ▲+4.5% Added · +21K sh | Q1 2026 | |
| 22 | Quotient Wealth Partners, LLC | $52.3M | 474K | ▲+4.2% Added · +19K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $51.5M | 467K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | $50.3M | 456K | ▼−3.7% Reduced · −18K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $49.8M | 451K | ▲+2.0% Added · +9K 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 | 224 funds | $154.4B |
| MICROSOFT CORPMSFT | 222 funds | $116.0B |
| APPLE INCAAPL | 220 funds | $124.7B |
| ALPHABET INC-CL AGOOGL | 220 funds | $73.9B |
| AMAZON.COM INCAMZN | 218 funds | $85.8B |
| ALPHABET INC-CL CGOOG | 218 funds | $50.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 216 funds | $17.8B |
| JPMORGAN CHASE & COJPM | 215 funds | $33.9B |
| VISA INC-CLASS A SHARESV | 215 funds | $29.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 215 funds | $18.1B |
| ISHARES CORE S&P 500 ETFIVV | 214 funds | $48.8B |
| META PLATFORMS INC-CLASS AMETA | 213 funds | $44.9B |
Ranked by how many of TIP'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 TIP. 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.