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/AVSE/capital-change-brief"
Use Arkolith's capital_change_brief for AVSE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MASECO LLP | $29.0M | 435K | ▲New +435K sh | Q1 2026 | |
| 2 | CITADEL ADVISORS LLC | $11.5M | 173K | ▲+156% Added · +105K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $10.1M | 151K | —Held | Q1 2026 | |
| 4 | Orgel Wealth Management, LLC | $10.5M | 128K | ▲New +128K sh | Q2 2026 | |
| 5 | Corient Private Wealth LLC | $7.5M | 113K | ▼−0.1% Reduced · −123 sh | Q1 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $7.2M | 108K | ▲New +108K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $4.4M | 66K | ▲+0.2% Added · +164 sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 39K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 9 | EP Wealth Advisors, LLC | $2.6M | 39K | ▲+898% Added · +35K sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 36K | ▲+12% Added · +4K sh | Q1 2026 | |
| 11 | Highland Financial Advisors, LLC | $2.5M | 31K | ▲+27% Added · +7K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.8M | 27K | ▲+634% Added · +24K sh | Q1 2026 | |
| 13 | Accurate Wealth Management, LLC | $1.7M | 21K | ▲+45% Added · +7K sh | Q2 2026 | |
| 14 | JOURNEY STRATEGIC WEALTH LLC | $1.0M | 16K | ▼−1.5% Reduced · −233 sh | Q1 2026 | |
| 15 | Savant Capital, LLC | $900K | 14K | —Held | Q1 2026 | |
| 16 | LPL Financial LLC | $863K | 13K | ▲+9.2% Added · +1K sh | Q1 2026 | |
| 17 | Asset Dedication, LLC | $679K | 10K | ▲+0.9% Added · +93 sh | Q1 2026 | |
| 18 | Greenspring Advisors, LLC | $610K | 9K | ▼−3.1% Reduced · −293 sh | Q1 2026 | |
| 19 | Trellis Wealth Advisors LLC | $700K | 9K | ▲~0% Added · +2 sh | Q2 2026 | |
| 20 | Apollon Wealth Management, LLC | $567K | 9K | ▲+26% Added · +2K sh | Q1 2026 | |
| 21 | LexAurum Advisors, LLC | $556K | 7K | ▼−10% Reduced · −774 sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $429K | 6K | ▲+26% Added · +1K sh | Q1 2026 | |
| 23 | Level Financial Advisors | $505K | 6K | ▲~0% Added · +2 sh | Q2 2026 | |
| 24 | Focus Partners Advisor Solutions, LLC | $392K | 6K | ▲+14% Added · +736 sh | Q1 2026 | |
| 25 | Plancorp, LLC | $411K | 6K | —Held | 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 | 14 funds | $5.3B |
| APPLE INCAAPL | 14 funds | $4.6B |
| AMAZON.COM INCAMZN | 14 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 14 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $2.6B |
| MICROSOFT CORPMSFT | 14 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 14 funds | $1.8B |
| BROADCOM INCAVGO | 14 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 14 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.4B |
Ranked by how many of AVSE'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 AVSE. 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.