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/AOK/capital-change-brief"
Use Arkolith's capital_change_brief for AOK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $25.5M | 639K | ▼−1.3% Reduced · −8K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $13.7M | 344K | ▲+7.8% Added · +25K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $8.0M | 200K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 4 | CONGRESS ASSET MANAGEMENT CO | $7.1M | 178K | ▲+31% Added · +43K sh | Q1 2026 | |
| 5 | One Capital Management, LLC | $7.0M | 175K | ▲+880% Added · +157K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $6.9M | 173K | ▼−28% Reduced · −69K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $6.6M | 166K | ▼−9.2% Reduced · −17K sh | Q1 2026 | |
| 8 | Weaver Consulting Group | $5.9M | 149K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $4.3M | 108K | ▼−31% Reduced · −49K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $3.6M | 90K | ▲+54% Added · +32K sh | Q1 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.2M | 79K | ▲+3.8% Added · +3K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $2.9M | 72K | ▼−4.6% Reduced · −3K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $2.9M | 72K | ▼−25% Reduced · −24K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 68K | ▲+69% Added · +28K sh | Q1 2026 | |
| 15 | Lido Advisors, LLC | $2.2M | 56K | ▼−65% Reduced · −101K sh | Q1 2026 | |
| 16 | Legacy Capital Wealth Partners, LLC | $2.2M | 55K | —Held | Q1 2026 | |
| 17 | AVALON CAPITAL MANAGEMENT | $2.1M | 51K | ▼−1.3% Reduced · −686 sh | Q2 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $1.8M | 45K | ▲+50% Added · +15K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $1.8M | 44K | ▲+890% Added · +40K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 40K | ▲+6.4% Added · +2K sh | Q1 2026 | |
| 21 | Mariner, LLC | $1.5M | 38K | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 22 | NATIONAL BANK OF CANADA /FI/ | $1.2M | 31K | ▼−20% Reduced · −8K sh | Q1 2026 | |
| 23 | Corient Private Wealth LLC | $1.2M | 30K | ▼−14% Reduced · −5K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $1.2M | 30K | ▼−23% Reduced · −9K sh | Q1 2026 | |
| 25 | UBS Group AG | $1.1M | 28K | ▼−1.3% Reduced · −370 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 | 48 funds | $16.1B |
| NVIDIA CORPNVDA | 48 funds | $15.0B |
| MICROSOFT CORPMSFT | 48 funds | $11.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 48 funds | $7.5B |
| BROADCOM INCAVGO | 48 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 48 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $5.0B |
| VANGUARD VALUE ETFVTV | 48 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 48 funds | $4.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 48 funds | $4.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 48 funds | $3.4B |
Ranked by how many of AOK'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 AOK. 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.