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/AAAU/capital-change-brief"
Use Arkolith's capital_change_brief for AAAU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wellspring Financial Advisors, LLC | $95.4M | 2.1M | ▲+3.7% Added · +73K sh | Q1 2026 | |
| 2 | NEOS Investment Management LLC | $91.1M | 2.0M | ▲+26% Added · +411K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $54.7M | 1.2M | ▲+19% Added · +189K sh | Q1 2026 | |
| 4 | Proficio Capital Partners LLC | $48.7M | 1.1M | ▲+69% Added · +430K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $40.4M | 875K | ▼−3.8% Reduced · −35K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $31.0M | 672K | ▼−3.8% Reduced · −26K sh | Q1 2026 | |
| 7 | Mirae Asset Global Investments Co., Ltd. | $29.4M | 637K | ▲+11% Added · +65K sh | Q1 2026 | |
| 8 | Quadrature Capital Ltd | $25.9M | 562K | ▲New +562K sh | Q1 2026 | |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $25.9M | 561K | ▼−25% Reduced · −187K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $19.6M | 425K | ▼−21% Reduced · −111K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $19.1M | 414K | ▲+13% Added · +46K sh | Q1 2026 | |
| 12 | AUGUSTINE ASSET MANAGEMENT INC | $15.0M | 380K | ▼−0.2% Reduced · −843 sh | Q2 2026 | |
| 13 | Sonoma Allocations LLC | $12.4M | 309K | ▼−1.0% Reduced · −3K sh | Q2 2026 | |
| 14 | ALERUS FINANCIAL NA | $14.2M | 307K | —Held | Q1 2026 | |
| 15 | Cetera Investment Advisers | $13.9M | 301K | ▼−25% Reduced · −101K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $13.3M | 288K | ▲+228% Added · +200K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $13.2M | 286K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 18 | CLG LLC | $10.9M | 277K | ▲+19% Added · +44K sh | Q2 2026 | |
| 19 | GoalVest Advisory LLC | $8.8M | 221K | ▲+9.3% Added · +19K sh | Q2 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 213K | ▲+8.3% Added · +16K sh | Q1 2026 | |
| 21 | Prospera Financial Services Inc | $7.8M | 198K | ▲+20% Added · +33K sh | Q2 2026 | |
| 22 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $8.0M | 172K | ▼−39% Reduced · −109K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $7.5M | 163K | ▲+15% Added · +22K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $7.4M | 161K | ▲+6.8% Added · +10K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.4M | 160K | ▲New +160K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 79 funds | $16.7B |
| BROADCOM INCAVGO | 79 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 79 funds | $7.3B |
| TESLA INCTSLA | 79 funds | $4.6B |
| ELI LILLY & COLLY | 79 funds | $4.2B |
| VISA INC-CLASS A SHARESV | 79 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 79 funds | $4.0B |
| CHEVRON CORPCVX | 79 funds | $2.7B |
| CATERPILLAR INCCAT | 79 funds | $2.5B |
| MASTERCARD INC - AMA | 79 funds | $2.4B |
| AMAZON.COM INCAMZN | 78 funds | $13.4B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $7.7B |
Ranked by how many of AAAU'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 AAAU. 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.