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/AVRY/capital-change-brief"
Use Arkolith's capital_change_brief for AVRY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | $32.2M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 2 | GTS SECURITIES LLC | $629K | 29K | ▲New +29K sh | Q1 2026 | |
| 3 | Aventura Private Wealth, LLC | $686K | 29K | ▲+13% Added · +3K sh | Q2 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $264K | 12K | ▲New +12K sh | Q1 2026 | |
| 5 | UBS Group AG | $6K | 264 | ▲New +264 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.
| Class | 13F holders | Value held |
|---|---|---|
| ORRMILITIA LONG/SHO | 25 funds | $51.1M |
| AAEQETF | 22 funds | $245.8M |
| USEWETF | 20 funds | $63.7M |
| AAUACom | 19 funds | $195.5M |
| AAUSETF | 17 funds | $282.2M |
| TOVJLENS 500 JEWISH | 16 funds | $16.5M |
| GEWETF | 15 funds | $35.8M |
| FMTMmc | 13 funds | $25.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 1 funds | $175.5M |
| NVIDIA CORPNVDA | 1 funds | $147.4M |
| ISHARES CORE S&P 500 ETFIVV | 1 funds | $106.9M |
| MICROSOFT CORPMSFT | 1 funds | $87.9M |
| AMAZON.COM INCAMZN | 1 funds | $78.6M |
| ANGEL OAK INCOME ETFCARY | 1 funds | $74.0M |
| ALPHABET INC-CL AGOOGL | 1 funds | $72.0M |
| JPMORGAN CHASE & COJPM | 1 funds | $60.0M |
| ISHARES S&P 500 GROWTH ETFIVW | 1 funds | $56.1M |
| FIDELITY TOTAL BOND ETFFBND | 1 funds | $55.8M |
| JPMORGAN INCOME ETFJPIE | 1 funds | $55.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1 funds | $53.9M |
Ranked by how many of AVRY'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 AVRY. 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.