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/AVEM/capital-change-brief"
Use Arkolith's capital_change_brief for AVEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.3B | 28.7M | ▲+45% Added · +8.9M sh | Q1 2026 | |
| 2 | Savant Capital, LLC | $1.5B | 18.8M | ▲+2.0% Added · +372K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.3B | 16.1M | ▲+3.3% Added · +514K sh | Q1 2026 | |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $796.9M | 9.9M | ▲+2.7% Added · +262K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $643.7M | 8.0M | ▲+41% Added · +2.3M sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $585.5M | 7.3M | ▲+28% Added · +1.6M sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $421.4M | 5.2M | ▲+82% Added · +2.4M sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $399.5M | 5.0M | ▲+37% Added · +1.3M sh | Q1 2026 | |
| 9 | LPL Financial LLC | $380.0M | 4.7M | ▲+26% Added · +975K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $335.1M | 4.3M | ▲+40% Added · +1.2M sh | Q1 2026 | |
| 11 | Cerity Partners LLC | $271.6M | 3.4M | ▲+17% Added · +484K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $246.3M | 3.1M | ▲+16% Added · +416K sh | Q1 2026 | |
| 13 | Kestra Investment Management, LLC | $245.9M | 3.1M | ▲+107% Added · +1.6M sh | Q1 2026 | |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $192.0M | 2.4M | ▲+1.6% Added · +38K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $187.7M | 2.3M | ▲+6.0% Added · +131K sh | Q1 2026 | |
| 16 | Haverford Trust Co | $173.9M | 2.2M | ▲+4.0% Added · +83K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $167.2M | 2.1M | ▲+62% Added · +798K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $156.0M | 1.9M | ▲+9.7% Added · +170K sh | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | $152.2M | 1.9M | ▼−16% Reduced · −356K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $151.3M | 1.9M | ▼−16% Reduced · −369K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $150.5M | 1.9M | ▲+13% Added · +220K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $147.7M | 1.8M | ▼−7.0% Reduced · −139K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $147.0M | 1.7M | ▼−1.5% Reduced · −26K sh | Q1 2026 | |
| 24 | Annex Advisory Services, LLC | $149.5M | 1.5M | ▲+1.0% Added · +16K sh | Q2 2026 | |
| 25 | BOKF, NA | $123.1M | 1.5M | ▲+5.6% Added · +81K 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 | 184 funds | $40.8B |
| NVIDIA CORPNVDA | 184 funds | $36.2B |
| MICROSOFT CORPMSFT | 184 funds | $28.6B |
| AMAZON.COM INCAMZN | 184 funds | $21.1B |
| JPMORGAN CHASE & COJPM | 184 funds | $13.2B |
| WALMART INCWMT | 184 funds | $7.2B |
| CHEVRON CORPCVX | 184 funds | $5.4B |
| MCDONALD'S CORPMCD | 184 funds | $4.9B |
| ABBVIE INCABBV | 184 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 183 funds | $28.4B |
| ALPHABET INC-CL AGOOGL | 183 funds | $19.4B |
| BROADCOM INCAVGO | 183 funds | $14.0B |
Ranked by how many of AVEM'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 AVEM. 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.