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/ACWV/capital-change-brief"
Use Arkolith's capital_change_brief for ACWV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | $317.5M | 2.7M | ▲+2.1% Added · +55K sh | Q1 2026 | |
| 2 | ASPIRIANT, LLC | $291.4M | 2.4M | ▲+1.3% Added · +32K sh | Q1 2026 | |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $206.5M | 1.7M | ▼−13% Reduced · −257K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $162.0M | 1.4M | ▲+4.8% Added · +62K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $144.9M | 1.2M | ▼−2.7% Reduced · −34K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $86.4M | 723K | ▲+2.9% Added · +21K sh | Q1 2026 | |
| 7 | UBS Group AG | $59.8M | 501K | ▲+36% Added · +133K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $49.3M | 412K | ▲+2.6% Added · +10K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $46.9M | 393K | ▲+314% Added · +298K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $23.1M | 193K | ▼−4.3% Reduced · −9K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $20.9M | 177K | ▲+4.2% Added · +7K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $19.9M | 167K | ▲+20% Added · +28K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | $18.0M | 150K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 14 | HB Wealth Management, LLC | $14.7M | 123K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $13.9M | 116K | ▼−52% Reduced · −125K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $13.3M | 111K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 17 | Equitable Holdings, Inc. | $12.4M | 104K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $11.2M | 94K | ▼−8.7% Reduced · −9K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.6M | 88K | ▼−1.0% Reduced · −928 sh | Q1 2026 | |
| 20 | Mariner, LLC | $10.5M | 88K | ▼−4.5% Reduced · −4K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $10.2M | 86K | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.3M | 84K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 23 | Dynamic Advisor Solutions LLC | $9.9M | 82K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 24 | TRUIST FINANCIAL CORP | $9.5M | 80K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 25 | Sequoia Financial Advisors, LLC | $9.4M | 79K | ▲+1.4% Added · +1K 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 | 94 funds | $21.1B |
| ALPHABET INC-CL CGOOG | 94 funds | $9.3B |
| JPMORGAN CHASE & COJPM | 94 funds | $9.0B |
| BROADCOM INCAVGO | 94 funds | $8.4B |
| META PLATFORMS INC-CLASS AMETA | 94 funds | $7.6B |
| JOHNSON & JOHNSONJNJ | 94 funds | $5.5B |
| ELI LILLY & COLLY | 94 funds | $5.5B |
| WALMART INCWMT | 94 funds | $5.4B |
| VISA INC-CLASS A SHARESV | 94 funds | $5.3B |
| EXXON MOBIL CORPXOM | 94 funds | $5.1B |
| COSTCO WHOLESALE CORPCOST | 94 funds | $4.8B |
| HOME DEPOT INCHD | 94 funds | $3.5B |
Ranked by how many of ACWV'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 ACWV. 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.