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/AVTM/capital-change-brief"
Use Arkolith's capital_change_brief for AVTM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | $73.5M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 2 | Torren Management, LLC | $67.5M | 1.2M | —Held | Q2 2026 | |
| 3 | EVOKE WEALTH, LLC | $29.4M | 624K | ▲New +624K sh | Q1 2026 | |
| 4 | SHEETS SMITH WEALTH MANAGEMENT | $26.4M | 485K | ▲New +485K sh | Q2 2026 | |
| 5 | Relyea Zuckerberg Hanson LLC | $20.2M | 371K | —Held | Q2 2026 | |
| 6 | Sanctuary Advisors, LLC | $13.3M | 282K | ▲New +282K sh | Q1 2026 | |
| 7 | Mason Investment Advisory Services, Inc. | $9.6M | 205K | ▲New +205K sh | Q1 2026 | |
| 8 | Bridgewater Advisors Inc. | $10.2M | 193K | ▲New +193K sh | Q1 2026 | |
| 9 | ANDERSON HOAGLAND & CO | $8.9M | 163K | —Held | Q2 2026 | |
| 10 | Ridgeline Wealth, LLC | $7.0M | 128K | ▲New +128K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $5.6M | 119K | ▲New +119K sh | Q1 2026 | |
| 12 | RVW Wealth, LLC | $6.1M | 111K | —Held | Q2 2026 | |
| 13 | IEQ CAPITAL, LLC | $5.2M | 111K | ▲New +111K sh | Q1 2026 | |
| 14 | Foster Group, Inc. | $5.5M | 101K | ▲New +101K sh | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $842K | 18K | ▲New +18K 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 |
|---|---|---|
| AVXCFUND | 36 funds | $175.4M |
| AVTMthis pageETF | 15 funds | $289.2M |
| AVUQETF | 11 funds | $155.5M |
| AVGBAVANTIS CR ETF | 5 funds | $6.3M |
| ACSGSMALL CAP GROWTH | 3 funds | $9.2M |
| ACSVSMALL CAP VALUE | 2 funds | $8.4M |
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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $5.1B |
| NVIDIA CORPNVDA | 6 funds | $4.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $3.5B |
| MICROSOFT CORPMSFT | 6 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 6 funds | $1.7B |
| BROADCOM INCAVGO | 6 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.2B |
Ranked by how many of AVTM'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 AVTM. 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.