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/ACWX/capital-change-brief"
Use Arkolith's capital_change_brief for ACWX. 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/ | $490.4M | 7.2M | ▼−1.1% Reduced · −77K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $419.2M | 6.1M | ▲+15% Added · +785K sh | Q1 2026 | |
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $376.7M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $315.8M | 4.6M | ▲+3.8% Added · +169K sh | Q1 2026 | |
| 5 | UBS Group AG | $244.5M | 3.6M | ▲+29% Added · +809K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $147.4M | 2.2M | ▲+26% Added · +451K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $140.7M | 2.1M | ▲+149% Added · +1.3M sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $123.4M | 1.8M | ▲+7.1% Added · +119K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $111.5M | 1.6M | ▼−14% Reduced · −274K sh | Q1 2026 | |
| 10 | Cerity Partners LLC | $104.2M | 1.5M | ▲+62% Added · +583K sh | Q1 2026 | |
| 11 | Sageworth Trust Co | $96.7M | 1.4M | ▼−0.8% Reduced · −11K sh | Q1 2026 | |
| 12 | Sand Hill Global Advisors, LLC | $88.4M | 1.3M | ▲11× Added · +1.2M sh | Q1 2026 | |
| 13 | GM Advisory Group, LLC | $74.8M | 1.1M | ▲+7.2% Added · +74K sh | Q1 2026 | |
| 14 | GLENMEDE TRUST CO NA | $74.2M | 1.1M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 15 | Calamos Advisors LLC | $73.4M | 1.1M | ▲30× Added · +1.0M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $72.6M | 1.1M | ▲92× Added · +1.0M sh | Q1 2026 | |
| 17 | Calamos Wealth Management LLC | $70.8M | 1.0M | ▲+5.4% Added · +53K sh | Q1 2026 | |
| 18 | LPL Financial LLC | $69.0M | 1.0M | ▲+127% Added · +563K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $68.2M | 995K | ▼−5.1% Reduced · −53K sh | Q1 2026 | |
| 20 | TOMPKINS FINANCIAL CORP | $74.8M | 983K | ▲+31% Added · +234K sh | Q2 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $65.8M | 961K | ▲+23% Added · +183K sh | Q1 2026 | |
| 22 | TLWM | $71.7M | 942K | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 23 | REGIONS FINANCIAL CORP | $63.9M | 934K | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $59.4M | 867K | ▼−34% Reduced · −452K sh | Q1 2026 | |
| 25 | Waverly Advisors, LLC | $50.1M | 731K | ▲+1.2% Added · +8K 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 | 216 funds | $59.1B |
| NVIDIA CORPNVDA | 215 funds | $63.2B |
| MICROSOFT CORPMSFT | 215 funds | $46.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 214 funds | $37.3B |
| AMAZON.COM INCAMZN | 213 funds | $34.6B |
| BROADCOM INCAVGO | 213 funds | $23.4B |
| META PLATFORMS INC-CLASS AMETA | 213 funds | $19.3B |
| ISHARES CORE S&P 500 ETFIVV | 212 funds | $56.4B |
| ALPHABET INC-CL AGOOGL | 212 funds | $30.4B |
| ALPHABET INC-CL CGOOG | 212 funds | $23.0B |
| ELI LILLY & COLLY | 211 funds | $13.5B |
| VISA INC-CLASS A SHARESV | 211 funds | $11.0B |
Ranked by how many of ACWX'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 ACWX. 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.