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/AVDS/capital-change-brief"
Use Arkolith's capital_change_brief for AVDS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $18.2M | 253K | ▲+29% Added · +57K sh | Q1 2026 | |
| 2 | CWM, LLC | $12.5M | 173K | ▲+11% Added · +18K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 161K | ▲+2.3% Added · +4K sh | Q1 2026 | |
| 4 | ADAMSBROWN WEALTH CONSULTANTS LLC | $9.5M | 126K | ▲+5.0% Added · +6K sh | Q2 2026 | |
| 5 | OneDigital Investment Advisors LLC | $3.9M | 54K | ▼−0.4% Reduced · −211 sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $3.6M | 50K | ▲+34% Added · +13K sh | Q1 2026 | |
| 7 | BOYUM WEALTH ARCHITECTS LLC | $3.5M | 46K | ▲+6.5% Added · +3K sh | Q2 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $2.6M | 36K | ▼−29% Reduced · −15K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $2.3M | 32K | ▲New +32K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 27K | ▲+531% Added · +23K sh | Q1 2026 | |
| 11 | LAM GROUP, INC. | $1.8M | 24K | ▲+14% Added · +3K sh | Q2 2026 | |
| 12 | CoreCap Advisors, LLC | $1.4M | 19K | ▲+3.6% Added · +650 sh | Q1 2026 | |
| 13 | Evanson Financial, LLC | $1.3M | 17K | ▲New +17K sh | Q2 2026 | |
| 14 | Mariner, LLC | $1.2M | 17K | ▲New +17K sh | Q1 2026 | |
| 15 | Plancorp, LLC | $1.2M | 16K | ▲+8.9% Added · +1K sh | Q1 2026 | |
| 16 | DIXON FNANCIAL SERVICES, INC. | $1.1M | 15K | —Held | Q2 2026 | |
| 17 | Atlanta Consulting Group Advisors, LLC | $1.0M | 14K | ▲+13% Added · +2K sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $998K | 14K | ▲+12% Added · +1K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $928K | 13K | ▲+42% Added · +4K sh | Q1 2026 | |
| 20 | Ariadne Wealth Management, LP | $880K | 12K | —Held | Q1 2026 | |
| 21 | Evanson Asset Management, LLC | $866K | 12K | ▲~0% Added · +3 sh | Q1 2026 | |
| 22 | Breakwater Capital Group | $684K | 9K | ▲+9.7% Added · +806 sh | Q2 2026 | |
| 23 | LPL Financial LLC | $559K | 8K | ▲+75% Added · +3K sh | Q1 2026 | |
| 24 | Summit Financial, LLC | $527K | 7K | ▲+8.5% Added · +575 sh | Q1 2026 | |
| 25 | CARDIFF PARK ADVISORS, LLC | $512K | 7K | ▲+1.2% Added · +84 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 | 9 funds | $3.0B |
| APPLE INCAAPL | 9 funds | $2.8B |
| NVIDIA CORPNVDA | 9 funds | $2.3B |
| MICROSOFT CORPMSFT | 9 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $1.5B |
| AMAZON.COM INCAMZN | 9 funds | $1.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 9 funds | $1.2B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $1.1B |
| VANGUARD GROWTH ETFVUG | 9 funds | $1.1B |
| ISHARES S&P 500 VALUE ETFIVE | 9 funds | $1.1B |
| ISHARES CORE MSCI EMERGINGIEMG | 9 funds | $837.7M |
| ALPHABET INC-CL CGOOG | 9 funds | $797.6M |
Ranked by how many of AVDS'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 AVDS. 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.