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/AVSD/capital-change-brief"
Use Arkolith's capital_change_brief for AVSD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Northwest & Ethical Investments L.P. | $145.9M | 2.0M | —Held | Q1 2026 | |
| 2 | MASECO LLP | $51.7M | 702K | ▲New +702K sh | Q1 2026 | |
| 3 | FMR LLC | $11.8M | 160K | ▲+7.2% Added · +11K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $10.1M | 138K | ▲+0.5% Added · +688 sh | Q1 2026 | |
| 5 | HUB Investment Partners, LLC | $9.0M | 122K | ▲+0.1% Added · +69 sh | Q1 2026 | |
| 6 | MENORA MIVTACHIM HOLDINGS LTD. | $8.6M | 116K | ▲New +116K sh | Q1 2026 | |
| 7 | Highland Financial Advisors, LLC | $6.4M | 80K | ▲+193% Added · +53K sh | Q2 2026 | |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $5.8M | 79K | ▲+21% Added · +14K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 70K | ▲+22% Added · +13K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $4.5M | 60K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $4.0M | 54K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 12 | EP Wealth Advisors, LLC | $3.9M | 53K | ▲+649% Added · +46K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $3.7M | 50K | ▼−51% Reduced · −51K sh | Q1 2026 | |
| 14 | Clarity Asset Management, Inc. | $3.7M | 46K | ▼−28% Reduced · −18K sh | Q2 2026 | |
| 15 | Waverly Advisors, LLC | $3.0M | 40K | ▼−0.3% Reduced · −115 sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $3.0M | 40K | —Held | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $2.3M | 32K | ▲New +32K sh | Q1 2026 | |
| 18 | Greenspring Advisors, LLC | $2.3M | 31K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 26K | ▲+95% Added · +13K sh | Q1 2026 | |
| 20 | Trellis Wealth Advisors LLC | $2.0M | 25K | ▲+0.1% Added · +14 sh | Q2 2026 | |
| 21 | JANE STREET GROUP, LLC | $1.6M | 21K | ▲+15% Added · +3K sh | Q1 2026 | |
| 22 | Revolve Wealth Partners, LLC | $1.6M | 20K | ▼−2.7% Reduced · −551 sh | Q2 2026 | |
| 23 | Henrickson Nauta Wealth Advisors, Inc. | $1.4M | 17K | —Held | Q2 2026 | |
| 24 | Focus Partners Advisor Solutions, LLC | $1.2M | 16K | ▲+18% Added · +2K sh | Q1 2026 | |
| 25 | Mariner, LLC | $1.0M | 14K | ▲+42% Added · +4K 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 | 25 funds | $10.0B |
| APPLE INCAAPL | 25 funds | $9.6B |
| MICROSOFT CORPMSFT | 25 funds | $5.9B |
| AMAZON.COM INCAMZN | 25 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 25 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 25 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 25 funds | $2.1B |
| COSTCO WHOLESALE CORPCOST | 25 funds | $1.6B |
| WALMART INCWMT | 25 funds | $1.6B |
Ranked by how many of AVSD'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 AVSD. 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.