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/ACIO/capital-change-brief"
Use Arkolith's capital_change_brief for ACIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $682.3M | 16.3M | ▲+6.6% Added · +1.0M sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $329.7M | 7.9M | ▲+29% Added · +1.8M sh | Q1 2026 | |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $187.7M | 4.5M | ▲+2.1% Added · +92K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $117.6M | 2.8M | ▼−12% Reduced · −390K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $69.1M | 1.6M | ▲158× Added · +1.6M sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $63.8M | 1.5M | ▲+2.2% Added · +33K sh | Q1 2026 | |
| 7 | Second Line Capital, LLC | $57.3M | 1.3M | ▲+1.3% Added · +16K sh | Q1 2026 | |
| 8 | First Heartland Consultants, Inc. | $53.4M | 1.2M | ▲+5.5% Added · +60K sh | Q2 2026 | |
| 9 | Sunburst Financial Group, LLC | $51.5M | 1.1M | ▲+4.3% Added · +46K sh | Q2 2026 | |
| 10 | Advisory Services Network, LLC | $44.5M | 1.1M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 11 | Diversified Enterprises, LLC | $42.0M | 1.0M | ▲+8.5% Added · +78K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $27.0M | 644K | ▼−6.3% Reduced · −43K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $20.8M | 497K | ▼−8.8% Reduced · −48K sh | Q1 2026 | |
| 14 | MAI Capital Management | $15.9M | 380K | ▼−38% Reduced · −237K sh | Q1 2026 | |
| 15 | MARIPAU WEALTH MANAGEMENT LLC | $8.7M | 206K | ▲+7.0% Added · +13K sh | Q1 2026 | |
| 16 | Prime Capital Investment Advisors, LLC | $8.6M | 205K | ▲+22% Added · +36K sh | Q1 2026 | |
| 17 | Tailwinds Wealth, LLC | $9.3M | 202K | ▲+121% Added · +111K sh | Q2 2026 | |
| 18 | LEVEL FOUR ADVISORY SERVICES, LLC | $8.3M | 198K | ▼−0.2% Reduced · −341 sh | Q1 2026 | |
| 19 | CWM, LLC | $8.0M | 190K | ▼−2.7% Reduced · −5K sh | Q1 2026 | |
| 20 | CoreFirst Bank & Trust | $6.6M | 158K | ▲+30% Added · +37K sh | Q1 2026 | |
| 21 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $6.0M | 130K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 22 | TrueWealth Advisors, LLC | $5.8M | 127K | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 23 | Regal Investment Advisors LLC | $4.9M | 117K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 24 | Wealthcare Advisory Partners LLC | $5.3M | 114K | ▼−20% Reduced · −29K sh | Q2 2026 | |
| 25 | UBS Group AG | $4.7M | 113K | ▼−25% Reduced · −37K 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 |
|---|---|---|
| APPLE INCAAPL | 40 funds | $12.5B |
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $11.1B |
| NVIDIA CORPNVDA | 40 funds | $11.0B |
| MICROSOFT CORPMSFT | 40 funds | $9.8B |
| VANGUARD S&P 500 ETFVOO | 40 funds | $7.2B |
| AMAZON.COM INCAMZN | 40 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 40 funds | $6.4B |
| BROADCOM INCAVGO | 40 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 40 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 40 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $4.0B |
Ranked by how many of ACIO'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 ACIO. 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.