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/ATFV/capital-change-brief"
Use Arkolith's capital_change_brief for ATFV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mountain Capital Investment Advisors Inc. | $43.5M | 1.1M | ▼−4.3% Reduced · −47K sh | Q2 2026 | |
| 2 | FRED ALGER MANAGEMENT, LLC | $12.4M | 395K | —Held | Q1 2026 | |
| 3 | LPL Financial LLC | $7.6M | 243K | ▲+15% Added · +32K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $7.4M | 235K | ▲13× Added · +217K sh | Q1 2026 | |
| 5 | CHILTON INVESTMENT CO INC. | $3.8M | 121K | ▲+29% Added · +27K sh | Q1 2026 | |
| 6 | Castle Rock Wealth Management, LLC | $3.2M | 80K | ▲+98% Added · +40K sh | Q2 2026 | |
| 7 | Integrated Wealth Concepts LLC | $1.0M | 32K | ▼−2.3% Reduced · −760 sh | Q1 2026 | |
| 8 | DAVENPORT & Co LLC | $1.1M | 27K | —Held | Q2 2026 | |
| 9 | CITADEL ADVISORS LLC | $705K | 22K | ▲New +22K sh | Q1 2026 | |
| 10 | Mariner, LLC | $500K | 16K | ▼−84% Reduced · −82K sh | Q1 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $493K | 16K | ▲+77% Added · +7K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $474K | 15K | ▲+9.6% Added · +1K sh | Q1 2026 | |
| 13 | Avior Wealth Management, LLC | $441K | 14K | ▼−18% Reduced · −3K sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $306K | 10K | ▲+14% Added · +1K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $237K | 8K | ▼−81% Reduced · −33K sh | Q1 2026 | |
| 16 | Fermata Advisors, LLC | $249K | 6K | ▲New +6K sh | Q2 2026 | |
| 17 | SeaCrest Wealth Management, LLC | $226K | 5K | ▲New +5K sh | Q2 2026 | |
| 18 | UBS Group AG | $26K | 820 | ▲+78% Added · +360 sh | Q1 2026 | |
| 19 | Ashton Thomas Private Wealth, LLC | $23K | 736 | ▲New +736 sh | Q1 2026 | |
| 20 | CWM, LLC | $10K | 330 | ▼−6.5% Reduced · −23 sh | Q1 2026 | |
| 21 | AdvisorNet Financial, Inc | $3K | 98 | ▼−80% Reduced · −392 sh | Q1 2026 | |
| 22 | IFP Advisors, Inc | $314 | 10 | —Held | Q1 2026 | |
| 23 | MORGAN STANLEY | $41 | 1 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $5.4B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $4.7B |
| APPLE INCAAPL | 10 funds | $4.0B |
| AMAZON.COM INCAMZN | 10 funds | $3.3B |
| MICROSOFT CORPMSFT | 10 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.0B |
| BROADCOM INCAVGO | 10 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 10 funds | $1.5B |
Ranked by how many of ATFV'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 ATFV. 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.