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/AVDE/capital-change-brief"
Use Arkolith's capital_change_brief for AVDE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $636.5M | 7.5M | ▲+22% Added · +1.3M sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $479.3M | 5.4M | ▲+15% Added · +690K sh | Q2 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $426.5M | 5.0M | ▲+21% Added · +870K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $424.1M | 5.0M | ▲+14% Added · +615K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $417.1M | 4.9M | ▲+12% Added · +524K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $362.3M | 4.3M | ▲+31% Added · +1.0M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $339.7M | 4.0M | ▲+32% Added · +980K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $326.7M | 3.9M | ▲+38% Added · +1.1M sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $300.3M | 3.5M | ▲+12% Added · +378K sh | Q1 2026 | |
| 10 | MISSION WEALTH MANAGEMENT, LP | $289.1M | 3.4M | ▲+134% Added · +2.0M sh | Q1 2026 | |
| 11 | Rockwood Wealth Management, LLC | $282.4M | 3.2M | ▲+5.2% Added · +158K sh | Q2 2026 | |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | $262.7M | 3.1M | ▲+5.8% Added · +170K sh | Q1 2026 | |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $246.9M | 2.9M | —Held | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $222.9M | 2.6M | ▲+13% Added · +293K sh | Q1 2026 | |
| 15 | MASECO LLP | $166.2M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $154.2M | 1.8M | ▲+95% Added · +883K sh | Q1 2026 | |
| 17 | Advance Capital Management, Inc. | $147.0M | 1.7M | ▲18× Added · +1.6M sh | Q1 2026 | |
| 18 | HB Wealth Management, LLC | $141.3M | 1.7M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 19 | UBS Group AG | $134.7M | 1.6M | ▲+50% Added · +527K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $128.2M | 1.5M | ▲+51% Added · +513K sh | Q1 2026 | |
| 21 | Annex Advisory Services, LLC | $134.2M | 1.5M | ▼−3.3% Reduced · −51K sh | Q2 2026 | |
| 22 | Gradient Investments LLC | $129.0M | 1.4M | ▲+2.2% Added · +31K sh | Q2 2026 | |
| 23 | Oak Root LLC | $127.3M | 1.4M | —Held | Q2 2026 | |
| 24 | CWM, LLC | $120.1M | 1.4M | ▲+23% Added · +264K sh | Q1 2026 | |
| 25 | Focus Partners Wealth | $114.3M | 1.3M | ▼−6.8% Reduced · −94K 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 |
|---|---|---|
| APPLE INCAAPL | 142 funds | $34.4B |
| MICROSOFT CORPMSFT | 142 funds | $24.1B |
| AMAZON.COM INCAMZN | 142 funds | $18.1B |
| JPMORGAN CHASE & COJPM | 142 funds | $10.5B |
| TESLA INCTSLA | 142 funds | $6.1B |
| MCDONALD'S CORPMCD | 142 funds | $4.0B |
| PROCTER & GAMBLE CO/THEPG | 142 funds | $3.7B |
| NVIDIA CORPNVDA | 141 funds | $31.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 141 funds | $18.9B |
| BROADCOM INCAVGO | 141 funds | $11.9B |
| ALPHABET INC-CL CGOOG | 141 funds | $10.7B |
| JOHNSON & JOHNSONJNJ | 141 funds | $7.8B |
Ranked by how many of AVDE'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 AVDE. 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.