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/ASCE/capital-change-brief"
Use Arkolith's capital_change_brief for ASCE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VestGen Advisors, LLC | $14.4M | 447K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 373K | ▲+11% Added · +36K sh | Q1 2026 | |
| 3 | Kingsview Wealth Management, LLC | $7.7M | 275K | ▲+4.1% Added · +11K sh | Q1 2026 | |
| 4 | &PARTNERS | $6.4M | 228K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 5 | Snowden Capital Advisors LLC | $5.1M | 184K | ▼−3.7% Reduced · −7K sh | Q1 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $3.3M | 117K | ▲New +117K sh | Q1 2026 | |
| 7 | Embree Financial Group | $3.5M | 101K | ▲+26% Added · +21K sh | Q2 2026 | |
| 8 | TRUIST FINANCIAL CORP | $1.4M | 50K | ▲New +50K sh | Q1 2026 | |
| 9 | Meridian Wealth Management, LLC | $1.0M | 36K | ▲+91% Added · +17K sh | Q1 2026 | |
| 10 | GTS SECURITIES LLC | $654K | 23K | ▲+76% Added · +10K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $236K | 8K | ▲New +8K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $229K | 8K | ▲New +8K sh | Q1 2026 | |
| 13 | FIFTH THIRD BANCORP | $6K | 205 | —Held | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $1K | 38 | —Held | 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.
| Class | 13F holders | Value held |
|---|---|---|
| APLUStock/ETF | 14 funds | $287.7M |
| ASCEthis pageSMID CORE ETF | 14 funds | $54.3M |
| AINPMF Closed and MF Open | 9 funds | $185.0M |
| AFIXFUND | 7 funds | $154.4M |
| ASLVSPECIAL LARG VAL | 6 funds | $210.7M |
| AUSMULTRA SRT MUNI | 4 funds | $23.2M |
| AGRWLT LARGE GRW ETF | 3 funds | $93.2M |
| ALRGLT LARGE CORE ET | 3 funds | $5.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 8 funds | $5.4B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $4.3B |
| APPLE INCAAPL | 8 funds | $4.0B |
| AMAZON.COM INCAMZN | 8 funds | $3.0B |
| MICROSOFT CORPMSFT | 8 funds | $2.5B |
| BROADCOM INCAVGO | 8 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 8 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 8 funds | $1.6B |
Ranked by how many of ASCE'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 ASCE. 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.