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/AVLV/capital-change-brief"
Use Arkolith's capital_change_brief for AVLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | $1.1B | 13.2M | ▼−3.9% Reduced · −531K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $817.3M | 10.1M | ▼−6.8% Reduced · −737K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843.1M | 9.2M | ▲+20% Added · +1.5M sh | Q2 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $311.7M | 3.9M | ▼−1.9% Reduced · −74K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $249.6M | 3.1M | ▲+19% Added · +488K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $230.6M | 2.9M | ▲+19% Added · +459K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $228.1M | 2.8M | ▲+13% Added · +318K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $202.3M | 2.5M | ▲+13% Added · +295K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $193.6M | 2.4M | ▲+18% Added · +365K sh | Q1 2026 | |
| 10 | Falcon Wealth Planning | $189.5M | 2.1M | ▲+5.4% Added · +107K sh | Q2 2026 | |
| 11 | Waverly Advisors, LLC | $134.3M | 1.7M | ▲+8.5% Added · +131K sh | Q1 2026 | |
| 12 | Savant Capital, LLC | $122.0M | 1.5M | ▼−7.1% Reduced · −116K sh | Q1 2026 | |
| 13 | Pure Financial Advisors, LLC | $116.7M | 1.4M | ▼−2.9% Reduced · −43K sh | Q1 2026 | |
| 14 | Moisand Fitzgerald Tamayo, LLC | $123.7M | 1.4M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 15 | Beaird Harris Wealth Management, LLC | $121.1M | 1.3M | ▼−1.1% Reduced · −15K sh | Q2 2026 | |
| 16 | Alesco Advisors, LLC, An ESL Co | $104.1M | 1.3M | ▼−2.5% Reduced · −34K sh | Q1 2026 | |
| 17 | FIFTH THIRD BANCORP | $102.6M | 1.3M | ▲13× Added · +1.2M sh | Q1 2026 | |
| 18 | Apollon Wealth Management, LLC | $102.3M | 1.3M | ▼−3.9% Reduced · −52K sh | Q1 2026 | |
| 19 | FMR LLC | $101.8M | 1.3M | ▲+32% Added · +304K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $98.6M | 1.2M | ▲+5.5% Added · +64K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $96.7M | 1.2M | ▼−3.4% Reduced · −42K sh | Q1 2026 | |
| 22 | Bridgewater Advisors Inc. | $105.0M | 1.2M | ▲+3.4% Added · +39K sh | Q1 2026 | |
| 23 | Prime Capital Investment Advisors, LLC | $93.8M | 1.2M | ▼−8.5% Reduced · −108K sh | Q1 2026 | |
| 24 | HUB Investment Partners, LLC | $91.1M | 1.1M | ▲+4.5% Added · +48K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $86.3M | 1.1M | ▼−18% Reduced · −230K 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 | 111 funds | $25.2B |
| NVIDIA CORPNVDA | 111 funds | $24.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 111 funds | $10.3B |
| ISHARES CORE S&P 500 ETFIVV | 110 funds | $22.1B |
| MICROSOFT CORPMSFT | 110 funds | $18.4B |
| AMAZON.COM INCAMZN | 110 funds | $12.7B |
| VANGUARD S&P 500 ETFVOO | 109 funds | $15.5B |
| VANGUARD GROWTH ETFVUG | 109 funds | $10.8B |
| VANGUARD VALUE ETFVTV | 109 funds | $9.7B |
| JPMORGAN CHASE & COJPM | 109 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 109 funds | $7.0B |
| ELI LILLY & COLLY | 109 funds | $6.4B |
Ranked by how many of AVLV'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 AVLV. 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.