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/AVDV/capital-change-brief"
Use Arkolith's capital_change_brief for AVDV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $2.9B | 30.4M | ▼−1.9% Reduced · −579K sh | Q1 2026 | |
| 2 | Creative Planning | $2.4B | 23.8M | ▲+5.3% Added · +1.2M sh | Q1 2026 | |
| 3 | Savant Capital, LLC | $1.2B | 11.5M | ▲+0.7% Added · +82K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $437.3M | 4.4M | ▲+6.2% Added · +257K sh | Q1 2026 | |
| 5 | Focus Partners Advisor Solutions, LLC | $410.9M | 4.1M | ▲+5.5% Added · +213K sh | Q1 2026 | |
| 6 | Accredited Investors Inc. | $263.0M | 2.6M | ▲+0.9% Added · +24K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $255.9M | 2.6M | ▲+12% Added · +281K sh | Q1 2026 | |
| 8 | Mason Investment Advisory Services, Inc. | $235.7M | 2.4M | ▼−2.3% Reduced · −56K sh | Q1 2026 | |
| 9 | Modera Wealth Management, LLC | $218.5M | 2.2M | ▲+5.2% Added · +109K sh | Q1 2026 | |
| 10 | Haverford Trust Co | $165.8M | 1.7M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 11 | Pure Financial Advisors, LLC | $164.6M | 1.6M | ▼−3.7% Reduced · −64K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $163.4M | 1.6M | ▲+15% Added · +210K sh | Q1 2026 | |
| 13 | Cerity Partners LLC | $142.2M | 1.4M | ▲+6.7% Added · +90K sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $132.6M | 1.3M | ▲+4.1% Added · +53K sh | Q1 2026 | |
| 15 | AMERICAN CENTURY COMPANIES INC | $120.0M | 1.2M | ▲+16% Added · +164K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $109.2M | 1.1M | ▲+26% Added · +226K sh | Q1 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $95.6M | 957K | ▲+2.1% Added · +20K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $79.9M | 800K | ▲+160% Added · +493K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76.2M | 763K | ▲+27% Added · +162K sh | Q1 2026 | |
| 20 | TCI Wealth Advisors, Inc. | $69.7M | 698K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 21 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $68.4M | 664K | ▲+5.3% Added · +33K sh | Q2 2026 | |
| 22 | Sequoia Financial Advisors, LLC | $64.6M | 647K | ▲+1.7% Added · +11K sh | Q1 2026 | |
| 23 | Wealth Management Nebraska | $56.4M | 565K | ▲+2.2% Added · +12K sh | Q1 2026 | |
| 24 | Empowered Funds, LLC | $54.3M | 543K | ▲New +543K sh | Q1 2026 | |
| 25 | EP Wealth Advisors, LLC | $53.1M | 532K | ▲20× Added · +506K 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 | 139 funds | $32.2B |
| MICROSOFT CORPMSFT | 139 funds | $23.3B |
| AMAZON.COM INCAMZN | 139 funds | $17.1B |
| JOHNSON & JOHNSONJNJ | 139 funds | $6.3B |
| CHEVRON CORPCVX | 139 funds | $4.2B |
| MERCK & CO. INC.MRK | 139 funds | $2.9B |
| NVIDIA CORPNVDA | 138 funds | $28.9B |
| ALPHABET INC-CL AGOOGL | 138 funds | $15.3B |
| JPMORGAN CHASE & COJPM | 138 funds | $10.8B |
| ALPHABET INC-CL CGOOG | 138 funds | $10.7B |
| META PLATFORMS INC-CLASS AMETA | 138 funds | $10.2B |
| VISA INC-CLASS A SHARESV | 138 funds | $5.4B |
Ranked by how many of AVDV'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 AVDV. 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.