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/AVSF/capital-change-brief"
Use Arkolith's capital_change_brief for AVSF. 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 | $91.6M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 2 | Savant Capital, LLC | $82.6M | 1.8M | ▼−19% Reduced · −419K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $41.3M | 883K | ▲+534% Added · +744K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $30.8M | 659K | ▲+35% Added · +170K sh | Q1 2026 | |
| 5 | Creative Planning | $18.7M | 399K | ▼−4.1% Reduced · −17K sh | Q1 2026 | |
| 6 | CoreCap Advisors, LLC | $10.9M | 233K | ▲+376% Added · +184K sh | Q1 2026 | |
| 7 | Allworth Financial LP | $8.5M | 181K | ▲New +181K sh | Q1 2026 | |
| 8 | Fort Vancouver Investment Management, LLC | $8.3M | 178K | ▲+18% Added · +27K sh | Q1 2026 | |
| 9 | Strategic Blueprint, LLC | $7.7M | 164K | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 10 | Atria Investments, Inc | $6.5M | 139K | ▲26× Added · +134K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $6.1M | 130K | ▲+9.2% Added · +11K sh | Q1 2026 | |
| 12 | Allodium Investment Consultants, LLC | $4.6M | 100K | ▲+11% Added · +10K sh | Q2 2026 | |
| 13 | Plancorp, LLC | $4.0M | 86K | —Held | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $3.9M | 83K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 15 | Trajan Wealth LLC | $3.9M | 82K | ▼−5.9% Reduced · −5K sh | Q1 2026 | |
| 16 | Focus Partners Advisor Solutions, LLC | $3.5M | 74K | ▲+6.5% Added · +5K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $3.1M | 66K | ▲New +66K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 62K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 19 | Integrated Advisors Network LLC | $2.9M | 62K | ▼−1.4% Reduced · −865 sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $2.3M | 50K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 21 | Mariner, LLC | $2.2M | 47K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 22 | Approach Retirement Advisors, LLC | $2.2M | 46K | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $2.1M | 45K | ▲New +45K sh | Q1 2026 | |
| 24 | Concurrent Investment Advisors, LLC | $2.0M | 44K | ▲New +44K sh | Q1 2026 | |
| 25 | AE Wealth Management LLC | $1.6M | 34K | ▼−15% Reduced · −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 | 28 funds | $5.8B |
| NVIDIA CORPNVDA | 28 funds | $4.4B |
| MICROSOFT CORPMSFT | 28 funds | $3.6B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $2.8B |
| AMAZON.COM INCAMZN | 28 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 28 funds | $2.3B |
| VANGUARD TOTAL BOND MARKETBND | 28 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 28 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 28 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 28 funds | $1.5B |
| EXXON MOBIL CORPXOM | 28 funds | $1.2B |
Ranked by how many of AVSF'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 AVSF. 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.