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/AVLC/capital-change-brief"
Use Arkolith's capital_change_brief for AVLC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Oak Root LLC | $180.7M | 2.0M | ▼−15% Reduced · −343K sh | Q2 2026 | |
| 2 | Hills Bank & Trust Co | $92.2M | 1.2M | ▲82× Added · +1.2M sh | Q1 2026 | |
| 3 | Beaird Harris Wealth Management, LLC | $75.7M | 842K | ▲+13% Added · +97K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $48.8M | 629K | ▲+9.3% Added · +54K sh | Q1 2026 | |
| 5 | Ridgeline Wealth, LLC | $40.5M | 451K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $34.6M | 446K | ▲+6.8% Added · +28K sh | Q1 2026 | |
| 7 | GRIMES & Co WEALTH MANAGEMENT, LLC | $34.4M | 444K | ▲+14% Added · +53K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $27.3M | 362K | ▲+5.0% Added · +17K sh | Q1 2026 | |
| 9 | Allworth Financial LP | $19.6M | 253K | ▲+46% Added · +79K sh | Q1 2026 | |
| 10 | OneDigital Investment Advisors LLC | $17.5M | 226K | ▲+0.2% Added · +404 sh | Q1 2026 | |
| 11 | FAS Wealth Partners, Inc. | $17.4M | 224K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 12 | Prosperity Planning, Inc. | $13.6M | 151K | ▲+5.3% Added · +8K sh | Q2 2026 | |
| 13 | AE Wealth Management LLC | $11.7M | 151K | ▲+7.5% Added · +11K sh | Q1 2026 | |
| 14 | ARCADIA INVESTMENT ADVISORS LLC | $13.1M | 146K | ▲+2.3% Added · +3K sh | Q2 2026 | |
| 15 | Strategic Blueprint, LLC | $11.0M | 142K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 16 | Cresset Asset Management, LLC | $10.9M | 140K | ▲+23% Added · +27K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $10.5M | 135K | ▲+0.6% Added · +824 sh | Q1 2026 | |
| 18 | Visionary Wealth Advisors | $9.4M | 121K | ▼−4.5% Reduced · −6K sh | Q1 2026 | |
| 19 | Dogwood Wealth Management LLC | $9.8M | 109K | ▼−5.6% Reduced · −6K sh | Q2 2026 | |
| 20 | Mendota Financial Group, LLC | $9.8M | 109K | ▲+18% Added · +16K sh | Q2 2026 | |
| 21 | Canvas Wealth Advisors, LLC | $8.3M | 92K | ▲+5.1% Added · +4K sh | Q2 2026 | |
| 22 | Herold Advisors, Inc. | $7.0M | 91K | ▲+17% Added · +13K sh | Q1 2026 | |
| 23 | ShankerValleau Wealth Advisors, Inc. | $8.0M | 89K | ▼−2.3% Reduced · −2K sh | Q2 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $6.5M | 84K | ▼−1.2% Reduced · −993 sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $6.5M | 83K | ▼−16% Reduced · −16K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $10.0B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $9.8B |
| APPLE INCAAPL | 21 funds | $9.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $7.9B |
| MICROSOFT CORPMSFT | 21 funds | $6.7B |
| AMAZON.COM INCAMZN | 21 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 21 funds | $5.2B |
| BROADCOM INCAVGO | 21 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 21 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 21 funds | $3.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $2.8B |
Ranked by how many of AVLC'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 AVLC. 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.