This stock 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/ALLW/capital-change-brief"
Use Arkolith's capital_change_brief for ALLW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $62.7M | 2.2M | ▲+76% Added · +936K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $38.2M | 1.3M | ▲+120% Added · +723K sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $31.9M | 1.1M | ▲+342% Added · +854K sh | Q1 2026 | |
| 4 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $31.2M | 1.1M | ▼−15% Reduced · −184K sh | Q1 2026 | |
| 5 | Rockefeller Capital Management L.P. | $21.0M | 729K | ▲+316% Added · +554K sh | Q1 2026 | |
| 6 | National Philanthropic Trust | $14.9M | 517K | ▲New +517K sh | Q1 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | $10.1M | 350K | ▲+61% Added · +133K sh | Q1 2026 | |
| 8 | Family Manage LLC | $9.1M | 317K | ▲+5.1% Added · +15K sh | Q1 2026 | |
| 9 | FLAGSHIP HARBOR ADVISORS, LLC | $8.9M | 307K | ▲New +307K sh | Q1 2026 | |
| 10 | Mariner, LLC | $7.6M | 263K | ▲+6.6% Added · +16K sh | Q1 2026 | |
| 11 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $6.4M | 223K | ▼−7.1% Reduced · −17K sh | Q1 2026 | |
| 12 | Hobbs Group Advisors, LLC | $6.4M | 221K | ▲+2.2% Added · +5K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $5.8M | 200K | ▲New +200K sh | Q1 2026 | |
| 14 | Stratos Investment Management, LLC | $5.7M | 198K | ▲New +198K sh | Q1 2026 | |
| 15 | Atria Investments, Inc | $4.9M | 170K | ▲+4.1% Added · +7K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $4.5M | 155K | ▲+51% Added · +53K sh | Q1 2026 | |
| 17 | Savvy Advisors, Inc. | $4.3M | 148K | ▲New +148K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 142K | ▲+122% Added · +78K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $4.0M | 139K | ▲+702% Added · +122K sh | Q1 2026 | |
| 20 | EVOKE WEALTH, LLC | $3.9M | 136K | ▲+98% Added · +67K sh | Q1 2026 | |
| 21 | Stratos Wealth Advisors, LLC | $3.7M | 130K | ▲+830% Added · +116K sh | Q1 2026 | |
| 22 | Arrowroot Family Office, LLC | $2.9M | 101K | ▲+34% Added · +26K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 98K | ▼−8.5% Reduced · −9K sh | Q1 2026 | |
| 24 | STEPHENS INC /AR/ | $2.7M | 94K | ▼−64% Reduced · −170K sh | Q1 2026 | |
| 25 | GenTrust, LLC | $2.7M | 94K | ▼−11% Reduced · −12K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $15.0B |
| APPLE INCAAPL | 37 funds | $12.2B |
| TESLA INCTSLA | 37 funds | $2.4B |
| NVIDIA CORPNVDA | 36 funds | $14.4B |
| MICROSOFT CORPMSFT | 36 funds | $10.2B |
| AMAZON.COM INCAMZN | 36 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 36 funds | $8.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $6.7B |
| BROADCOM INCAVGO | 36 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 36 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 36 funds | $4.4B |
Ranked by how many of ALLW'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALLW. 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.