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/AVES/capital-change-brief"
Use Arkolith's capital_change_brief for AVES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $170.9M | 2.6M | ▲+0.7% Added · +19K sh | Q2 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $130.1M | 2.2M | ▲+22% Added · +396K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $129.8M | 2.2M | ▲+806% Added · +1.9M sh | Q1 2026 | |
| 4 | First Command Advisory Services, Inc. | $106.6M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 5 | Focus Partners Wealth | $44.2M | 738K | ▲~0% Added · +128 sh | Q1 2026 | |
| 6 | Empowered Funds, LLC | $42.8M | 714K | ▲New +714K sh | Q1 2026 | |
| 7 | Symmetry Partners, LLC | $23.4M | 390K | ▲+3.1% Added · +12K sh | Q1 2026 | |
| 8 | Armbruster Capital Management, Inc. | $23.2M | 354K | ▲+1.5% Added · +5K sh | Q2 2026 | |
| 9 | Pathstone Holdings, LLC | $18.2M | 304K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $14.7M | 245K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $12.7M | 212K | ▲+281% Added · +156K sh | Q1 2026 | |
| 12 | BSW Wealth Partners | $12.2M | 187K | ▼−3.0% Reduced · −6K sh | Q2 2026 | |
| 13 | ANDERSON HOAGLAND & CO | $10.4M | 158K | ▼−3.7% Reduced · −6K sh | Q2 2026 | |
| 14 | Perigon Wealth Management, LLC | $9.5M | 158K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 15 | Apeiron RIA LLC | $9.8M | 149K | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $7.4M | 123K | ▲+298% Added · +92K sh | Q1 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $6.3M | 105K | ▲+429% Added · +85K sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $6.3M | 105K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 19 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $6.3M | 95K | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 20 | AlphaCore Capital LLC | $5.7M | 95K | ▼−4.1% Reduced · −4K sh | Q1 2026 | |
| 21 | Focus Partners Advisor Solutions, LLC | $5.3M | 88K | ▼−5.7% Reduced · −5K sh | Q1 2026 | |
| 22 | Greenspring Advisors, LLC | $4.7M | 78K | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 23 | Corient Private Wealth LLC | $3.9M | 66K | ▲+1.4% Added · +887 sh | Q1 2026 | |
| 24 | CSS LLC/IL | $3.8M | 63K | —Held | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $3.8M | 63K | ▼−11% Reduced · −8K 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 | 37 funds | $12.0B |
| MICROSOFT CORPMSFT | 37 funds | $9.2B |
| AMAZON.COM INCAMZN | 37 funds | $7.6B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $4.4B |
| BROADCOM INCAVGO | 37 funds | $4.4B |
| JOHNSON & JOHNSONJNJ | 37 funds | $2.6B |
| TESLA INCTSLA | 37 funds | $2.5B |
| SPDR GOLD SHARESGLD | 37 funds | $1.8B |
| CHEVRON CORPCVX | 37 funds | $1.7B |
| MERCK & CO. INC.MRK | 37 funds | $1.5B |
| PROCTER & GAMBLE CO/THEPG | 37 funds | $1.3B |
| NETFLIX INCNFLX | 37 funds | $1.2B |
Ranked by how many of AVES'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 AVES. 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.