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/AGG/capital-change-brief"
Use Arkolith's capital_change_brief for AGG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $13.0B | 132.2M | ▼−4.6% Reduced · −6.4M sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $8.8B | 88.7M | ▲+4.7% Added · +4.0M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $6.9B | 69.7M | ▲+30% Added · +15.9M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $6.3B | 63.7M | ▲+4.8% Added · +2.9M sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $5.3B | 53.4M | ▼−1.4% Reduced · −779K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.4B | 44.6M | ▲+24% Added · +8.6M sh | Q1 2026 | |
| 7 | US BANCORP \DE\ | $4.2B | 42.5M | ▼−0.7% Reduced · −295K sh | Q1 2026 | |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $3.9B | 39.3M | ▲+8.5% Added · +3.1M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $3.2B | 32.5M | ▲+0.1% Added · +39K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $2.1B | 20.8M | ▲+0.3% Added · +53K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6B | 16.6M | ▲+11% Added · +1.7M sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | $1.5B | 15.3M | ▼−1.1% Reduced · −176K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $1.5B | 14.6M | ▼−1.3% Reduced · −189K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $1.4B | 14.1M | ▼−1.9% Reduced · −279K sh | Q1 2026 | |
| 15 | Creative Planning | $1.4B | 14.0M | ▲+32% Added · +3.4M sh | Q1 2026 | |
| 16 | LPL Financial LLC | $1.4B | 13.9M | ▼−1.5% Reduced · −207K sh | Q1 2026 | |
| 17 | Mariner, LLC | $1.4B | 13.7M | ▲+14% Added · +1.7M sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $1.3B | 13.5M | ▲+9.3% Added · +1.2M sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3B | 13.0M | ▲+5.6% Added · +685K sh | Q1 2026 | |
| 20 | Arizona PSPRS Trust | $1.1B | 11.3M | ▲+1.7% Added · +189K sh | Q4 2025 | |
| 21 | UBS Group AG | $1.1B | 11.0M | ▲+17% Added · +1.6M sh | Q1 2026 | |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | $1.0B | 10.3M | ▲+4.6% Added · +452K sh | Q1 2026 | |
| 23 | FMR LLC | $901.9M | 9.1M | ▲+2.0% Added · +179K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $883.8M | 8.9M | ▲+11% Added · +911K sh | Q1 2026 | |
| 25 | RWA WEALTH PARTNERS, LLC | $858.3M | 8.6M | ▲+8.3% Added · +660K 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 | 359 funds | $153.8B |
| NVIDIA CORPNVDA | 357 funds | $209.5B |
| APPLE INCAAPL | 357 funds | $164.1B |
| AMAZON.COM INCAMZN | 355 funds | $111.4B |
| ALPHABET INC-CL AGOOGL | 352 funds | $97.1B |
| ALPHABET INC-CL CGOOG | 351 funds | $68.1B |
| JPMORGAN CHASE & COJPM | 351 funds | $45.2B |
| EXXON MOBIL CORPXOM | 347 funds | $32.3B |
| BROADCOM INCAVGO | 346 funds | $80.8B |
| META PLATFORMS INC-CLASS AMETA | 344 funds | $62.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 344 funds | $33.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 344 funds | $23.1B |
Ranked by how many of AGG'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 AGG. 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.