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/ALAI/capital-change-brief"
Use Arkolith's capital_change_brief for ALAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | $38.2M | 1.2M | ▲+36% Added · +305K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $35.8M | 1.1M | ▲+11% Added · +107K sh | Q1 2026 | |
| 3 | TRAPHAGEN INVESTMENT ADVISORS LLC | $18.9M | 413K | ▲+30% Added · +95K sh | Q2 2026 | |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | $7.5M | 227K | ▲+24% Added · +43K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 201K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $5.2M | 158K | ▲+3.8% Added · +6K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $4.6M | 138K | ▲251× Added · +138K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 136K | ▲+10% Added · +13K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $3.7M | 111K | ▲+15% Added · +15K sh | Q1 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $3.3M | 99K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $3.2M | 98K | ▼−21% Reduced · −26K sh | Q1 2026 | |
| 12 | Stratos Wealth Partners, LTD. | $3.2M | 97K | ▼−17% Reduced · −20K sh | Q1 2026 | |
| 13 | Noble Wealth Management PBC | $3.0M | 67K | ▼−6.4% Reduced · −5K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.1M | 63K | ▲+188% Added · +41K sh | Q1 2026 | |
| 15 | Sanctuary Advisors, LLC | $1.6M | 49K | ▼−3.2% Reduced · −2K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $1.5M | 47K | ▲+144% Added · +28K sh | Q1 2026 | |
| 17 | &PARTNERS | $1.5M | 45K | ▲+18% Added · +7K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $1.3M | 39K | ▲+106% Added · +20K sh | Q1 2026 | |
| 19 | FRED ALGER MANAGEMENT, LLC | $929K | 28K | ▲+11% Added · +3K sh | Q1 2026 | |
| 20 | Western Wealth Management, LLC | $905K | 27K | ▲+54% Added · +10K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $897K | 27K | ▲+5.9% Added · +2K sh | Q1 2026 | |
| 22 | Kingsview Wealth Management, LLC | $854K | 26K | ▼−6.6% Reduced · −2K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $849K | 26K | ▲+0.3% Added · +78 sh | Q1 2026 | |
| 24 | IHT Wealth Management, LLC | $769K | 23K | ▲+8.4% Added · +2K sh | Q1 2026 | |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $592K | 18K | ▲New +18K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $9.9B |
| NVIDIA CORPNVDA | 24 funds | $7.6B |
| MICROSOFT CORPMSFT | 24 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 24 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $3.8B |
| VANGUARD S&P 500 ETFVOO | 24 funds | $3.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 24 funds | $3.2B |
| BROADCOM INCAVGO | 24 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 24 funds | $2.6B |
| VANGUARD GROWTH ETFVUG | 24 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 24 funds | $2.3B |
| VANGUARD VALUE ETFVTV | 24 funds | $2.3B |
Ranked by how many of ALAI'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 ALAI. 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.