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/AVIV/capital-change-brief"
Use Arkolith's capital_change_brief for AVIV. 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 | $239.4M | 3.2M | ▲+22% Added · +587K sh | Q1 2026 | |
| 2 | Savant Capital, LLC | $47.8M | 639K | ▼−20% Reduced · −158K sh | Q1 2026 | |
| 3 | ATWOOD & PALMER INC | $39.3M | 508K | ▲+1.8% Added · +9K sh | Q2 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $25.4M | 350K | ▲+39% Added · +99K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.5M | 275K | ▲+65% Added · +108K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $20.2M | 269K | ▲+65% Added · +106K sh | Q1 2026 | |
| 7 | Linscomb Wealth, Inc. | $19.3M | 258K | ▼−6.0% Reduced · −16K sh | Q1 2026 | |
| 8 | FAS Wealth Partners, Inc. | $18.2M | 243K | ▼−10% Reduced · −27K sh | Q1 2026 | |
| 9 | Symmetry Partners, LLC | $10.6M | 142K | ▲+8.8% Added · +12K sh | Q1 2026 | |
| 10 | CWM, LLC | $10.6M | 141K | ▲+9.6% Added · +12K sh | Q1 2026 | |
| 11 | Focus Partners Advisor Solutions, LLC | $9.5M | 127K | ▼−31% Reduced · −57K sh | Q1 2026 | |
| 12 | NWAM LLC | $9.3M | 124K | ▲+27% Added · +26K sh | Q1 2026 | |
| 13 | Wright Wealth LLC | $9.0M | 120K | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 14 | Beaird Harris Wealth Management, LLC | $8.9M | 115K | ▼−0.4% Reduced · −468 sh | Q2 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 113K | ▲+413% Added · +91K sh | Q2 2026 | |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $8.3M | 111K | ▲+465% Added · +91K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $7.2M | 96K | ▼−20% Reduced · −24K sh | Q1 2026 | |
| 18 | Focus Partners Wealth | $7.0M | 94K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 19 | Brickley Wealth Management | $6.9M | 90K | ▲New +90K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 89K | ▼−6.5% Reduced · −6K sh | Q1 2026 | |
| 21 | Avidian Wealth Enterprises, LLC | $6.1M | 82K | ▲New +82K sh | Q1 2026 | |
| 22 | Chicago Partners Investment Group LLC | $6.2M | 80K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 23 | Wealth Management Nebraska | $5.4M | 73K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 24 | Factor Wealth Management LTD | $5.6M | 73K | ▼−10% Reduced · −8K sh | Q2 2026 | |
| 25 | COLLECTIVE FAMILY OFFICE LLC | $5.4M | 70K | ▲+0.4% Added · +305 sh | Q2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 45 funds | $16.9B |
| ISHARES CORE S&P 500 ETFIVV | 44 funds | $16.7B |
| APPLE INCAAPL | 44 funds | $13.1B |
| MICROSOFT CORPMSFT | 44 funds | $10.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 44 funds | $8.3B |
| AMAZON.COM INCAMZN | 44 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 44 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 44 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 44 funds | $4.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 44 funds | $4.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 44 funds | $3.5B |
| EXXON MOBIL CORPXOM | 44 funds | $3.0B |
Ranked by how many of AVIV'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 AVIV. 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.