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/AVMC/capital-change-brief"
Use Arkolith's capital_change_brief for AVMC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | $55.1M | 763K | ▲+2.5% Added · +19K sh | Q1 2026 | |
| 2 | Berger Financial Group, Inc | $17.6M | 244K | ▲+6.1% Added · +14K sh | Q1 2026 | |
| 3 | CGN Advisors LLC | $14.5M | 181K | ▲+9.3% Added · +15K sh | Q2 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $11.5M | 160K | ▲+13% Added · +18K sh | Q1 2026 | |
| 5 | Envision Financial Planning, LLC | $10.2M | 141K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $8.8M | 122K | ▲+25% Added · +25K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $8.7M | 120K | ▲+192% Added · +79K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $8.2M | 113K | ▲+13% Added · +13K sh | Q1 2026 | |
| 9 | Mendota Financial Group, LLC | $7.1M | 89K | ▲+30% Added · +20K sh | Q2 2026 | |
| 10 | Chicago Partners Investment Group LLC | $5.2M | 68K | ▲+7.0% Added · +4K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $3.8M | 52K | ▲+1.9% Added · +974 sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 48K | ▲New +48K sh | Q1 2026 | |
| 13 | &PARTNERS | $3.5M | 48K | ▲New +48K sh | Q1 2026 | |
| 14 | LexAurum Advisors, LLC | $3.8M | 48K | ▲+10% Added · +5K sh | Q2 2026 | |
| 15 | CFS Investment Advisory Services, LLC | $3.1M | 39K | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 16 | HB Wealth Management, LLC | $2.5M | 34K | ▼−2.6% Reduced · −897 sh | Q1 2026 | |
| 17 | Quad-Cities Investment Group, LLC | $2.3M | 28K | ▲+16% Added · +4K sh | Q2 2026 | |
| 18 | Gradient Capital Advisors, LLC | $2.2M | 27K | ▲+19% Added · +4K sh | Q2 2026 | |
| 19 | Summit Financial, LLC | $1.8M | 25K | ▲+7.2% Added · +2K sh | Q1 2026 | |
| 20 | Bleakley Financial Group, LLC | $1.7M | 23K | ▲New +23K sh | Q1 2026 | |
| 21 | COMMERCE BANK | $1.3M | 18K | ▲New +18K sh | Q1 2026 | |
| 22 | Jacobi Capital Management LLC | $1.2M | 16K | ▲+30% Added · +4K sh | Q1 2026 | |
| 23 | Plancorp, LLC | $1.2M | 16K | ▲+12% Added · +2K sh | Q1 2026 | |
| 24 | Canvas Wealth Advisors, LLC | $1.3M | 16K | ▲+99% Added · +8K sh | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | $1.1M | 15K | ▲+66% Added · +6K 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 | 16 funds | $5.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 16 funds | $4.3B |
| NVIDIA CORPNVDA | 16 funds | $4.2B |
| VANGUARD S&P 500 ETFVOO | 16 funds | $3.9B |
| MICROSOFT CORPMSFT | 16 funds | $3.4B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $3.0B |
| AMAZON.COM INCAMZN | 16 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $2.2B |
| BROADCOM INCAVGO | 16 funds | $1.8B |
| VANGUARD GROWTH ETFVUG | 16 funds | $1.8B |
| VANGUARD DIVIDEND APPREC ETFVIG | 16 funds | $1.6B |
| ISHARES CORE MSCI EAFE ETFIEFA | 16 funds | $1.6B |
Ranked by how many of AVMC'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 AVMC. 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.