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/AOHY/capital-change-brief"
Use Arkolith's capital_change_brief for AOHY. 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 | $42.2M | 3.9M | ▲+12% Added · +423K sh | Q1 2026 | |
| 2 | UBS Group AG | $4.8M | 439K | ▲+3.7% Added · +16K sh | Q1 2026 | |
| 3 | NewEdge Wealth, LLC | $4.1M | 375K | ▲+8.2% Added · +28K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 246K | ▼−24% Reduced · −78K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $2.4M | 219K | ▲+20% Added · +36K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $2.2M | 202K | ▲+0.4% Added · +880 sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $2.0M | 181K | ▲New +181K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.6M | 148K | ▲+41% Added · +43K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $1.4M | 126K | ▼−48% Reduced · −117K sh | Q1 2026 | |
| 10 | Breakwater Capital Group | $1.2M | 112K | ▲New +112K sh | Q2 2026 | |
| 11 | MILLINGTON SECURITIES, LLC | $1.2M | 108K | ▲New +108K sh | Q1 2026 | |
| 12 | Merit Financial Group, LLC | $1.1M | 99K | ▼−9.3% Reduced · −10K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $681K | 62K | ▲+26% Added · +13K sh | Q1 2026 | |
| 14 | FIFTH THIRD SECURITIES, INC. | $660K | 60K | ▲+0.6% Added · +355 sh | Q2 2026 | |
| 15 | IFP Advisors, Inc | $589K | 54K | ▲+25% Added · +11K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $569K | 52K | ▲+21% Added · +9K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $505K | 46K | ▲New +46K sh | Q1 2026 | |
| 18 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $476K | 43K | ▲New +43K sh | Q2 2026 | |
| 19 | PFG Investments, LLC | $437K | 40K | ▲+0.5% Added · +205 sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $281K | 26K | —Held | Q1 2026 | |
| 21 | Avantax Planning Partners, Inc. | $244K | 22K | ▲New +22K sh | Q1 2026 | |
| 22 | Worth Asset Management, LLC | $227K | 21K | ▲New +21K sh | Q2 2026 | |
| 23 | Wealthspire Advisors, LLC | $188K | 17K | ▲+6.2% Added · +1K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $159K | 15K | —Held | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $141K | 13K | ▲+589% Added · +11K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $6.9B |
| APPLE INCAAPL | 13 funds | $6.1B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $6.0B |
| AMAZON.COM INCAMZN | 13 funds | $4.0B |
| MICROSOFT CORPMSFT | 13 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 13 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $2.5B |
| BROADCOM INCAVGO | 13 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $2.1B |
Ranked by how many of AOHY'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 AOHY. 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.