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/AVUS/capital-change-brief"
Use Arkolith's capital_change_brief for AVUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HB Wealth Management, LLC | $638.7M | 5.7M | ▲+9.4% Added · +496K sh | Q1 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $460.6M | 4.1M | ▲+8.7% Added · +333K sh | Q1 2026 | |
| 3 | Oak Root LLC | $372.2M | 2.9M | —Held | Q2 2026 | |
| 4 | LPL Financial LLC | $265.6M | 2.4M | ▲+3.3% Added · +75K sh | Q1 2026 | |
| 5 | MASECO LLP | $259.9M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 6 | Annex Advisory Services, LLC | $259.4M | 2.0M | ▲+5.0% Added · +96K sh | Q2 2026 | |
| 7 | Focus Partners Wealth | $232.7M | 2.0M | ▼−1.0% Reduced · −21K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $203.6M | 1.8M | ▲+8.7% Added · +147K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $179.3M | 1.6M | ▼−3.8% Reduced · −64K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $150.5M | 1.4M | ▲+22% Added · +246K sh | Q1 2026 | |
| 11 | Corient Private Wealth LLC | $148.8M | 1.3M | ▲+18% Added · +203K sh | Q1 2026 | |
| 12 | Beacon Pointe Advisors, LLC | $121.2M | 1.1M | ▼−2.1% Reduced · −23K sh | Q1 2026 | |
| 13 | Modera Wealth Management, LLC | $114.3M | 1.0M | ▲+3.4% Added · +33K sh | Q1 2026 | |
| 14 | TRAPHAGEN INVESTMENT ADVISORS LLC | $130.1M | 1.0M | ▼−3.6% Reduced · −38K sh | Q2 2026 | |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $110.5M | 994K | ▼−2.1% Reduced · −21K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $108.2M | 973K | ▼−2.1% Reduced · −21K sh | Q1 2026 | |
| 17 | Creative Planning | $107.8M | 969K | ▼−1.6% Reduced · −15K sh | Q1 2026 | |
| 18 | Quantum Financial Advisors, LLC | $116.2M | 908K | ▲+3.4% Added · +29K sh | Q2 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $97.3M | 875K | ▲+91% Added · +418K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $92.3M | 830K | ▲+25% Added · +168K sh | Q1 2026 | |
| 21 | RVW Wealth, LLC | $105.9M | 826K | ▲+3.0% Added · +24K sh | Q2 2026 | |
| 22 | Bank of New York Mellon Corp | $86.9M | 782K | ▲+11% Added · +77K sh | Q1 2026 | |
| 23 | Bridgewater Advisors Inc. | $95.3M | 762K | ▲+8.8% Added · +62K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $83.7M | 753K | ▲+22% Added · +137K sh | Q1 2026 | |
| 25 | Cresset Asset Management, LLC | $72.5M | 652K | ▲+0.7% Added · +5K 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 | 130 funds | $32.7B |
| NVIDIA CORPNVDA | 130 funds | $29.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 130 funds | $24.2B |
| AMAZON.COM INCAMZN | 130 funds | $17.0B |
| VISA INC-CLASS A SHARESV | 130 funds | $5.3B |
| MICROSOFT CORPMSFT | 129 funds | $23.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 129 funds | $21.1B |
| VANGUARD S&P 500 ETFVOO | 129 funds | $19.0B |
| VANGUARD GROWTH ETFVUG | 129 funds | $11.5B |
| ALPHABET INC-CL CGOOG | 129 funds | $10.5B |
| META PLATFORMS INC-CLASS AMETA | 129 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 129 funds | $9.5B |
Ranked by how many of AVUS'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 AVUS. 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.