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/AGZ/capital-change-brief"
Use Arkolith's capital_change_brief for AGZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $54.9M | 500K | ▲+5.4% Added · +26K sh | Q1 2026 | |
| 2 | STIFEL FINANCIAL CORP | $49.0M | 447K | ▲+4.7% Added · +20K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | $34.3M | 313K | ▲+25% Added · +62K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $32.5M | 296K | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 5 | Mill Creek Capital Advisors, LLC | $13.9M | 127K | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 6 | Asset Management One Co., Ltd. | $13.1M | 120K | ▲+16% Added · +16K sh | Q1 2026 | |
| 7 | BAILARD, INC. | $12.4M | 113K | ▲+0.2% Added · +275 sh | Q1 2026 | |
| 8 | UBS Group AG | $10.7M | 98K | ▲+11% Added · +10K sh | Q1 2026 | |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | $10.4M | 95K | ▲+0.8% Added · +709 sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $7.5M | 68K | ▼−8.8% Reduced · −7K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $7.2M | 66K | ▲+7.6% Added · +5K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $7.1M | 65K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $6.8M | 62K | ▲+68% Added · +25K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $6.0M | 55K | ▲+14% Added · +7K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | $5.7M | 52K | ▲New +52K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $5.4M | 50K | ▲+15% Added · +6K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $4.2M | 39K | ▲+42% Added · +11K sh | Q1 2026 | |
| 18 | Fluent Financial, LLC | $4.2M | 39K | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 19 | US BANCORP \DE\ | $4.2M | 38K | ▼−1.5% Reduced · −579 sh | Q1 2026 | |
| 20 | Jaffetilchin Investment Partners, LLC | $3.9M | 36K | ▲+9.8% Added · +3K sh | Q1 2026 | |
| 21 | Hennion & Walsh Asset Management, Inc. | $2.9M | 26K | ▼−1.8% Reduced · −483 sh | Q2 2026 | |
| 22 | Focus Financial Network, Inc. | $2.7M | 24K | ▲+26% Added · +5K sh | Q1 2026 | |
| 23 | Sunflower Bank, N.A. | $2.5M | 23K | —Held | Q2 2026 | |
| 24 | Tidal Investments LLC | $2.3M | 21K | ▼−21% Reduced · −5K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 20K | ▼−23% Reduced · −6K 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 |
|---|---|---|
| VANGUARD VALUE ETFVTV | 44 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 44 funds | $5.6B |
| CHEVRON CORPCVX | 44 funds | $2.3B |
| MASTERCARD INC - AMA | 44 funds | $1.9B |
| TJX COMPANIES INCTJX | 44 funds | $1.5B |
| GOLDMAN SACHS GROUP INCGS | 44 funds | $1.1B |
| PEPSICO INCPEP | 44 funds | $943.3M |
| HONEYWELL INTERNATIONAL INCHON | 44 funds | $889.6M |
| UNION PACIFIC CORPUNP | 44 funds | $863.9M |
| FEDEX CORPFDX | 44 funds | $667.8M |
| NVIDIA CORPNVDA | 43 funds | $14.8B |
| ISHARES CORE S&P 500 ETFIVV | 43 funds | $11.5B |
Ranked by how many of AGZ'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 AGZ. 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.