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/AVUV/capital-change-brief"
Use Arkolith's capital_change_brief for AVUV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $2.2B | 20.2M | ▲+7.2% Added · +1.4M sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $736.7M | 6.7M | ▲+1.9% Added · +124K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $721.1M | 6.5M | ▲+19% Added · +1.1M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $364.7M | 3.3M | ▲+11% Added · +316K sh | Q1 2026 | |
| 5 | Truepoint, Inc. | $317.3M | 2.9M | ▲+0.9% Added · +25K sh | Q1 2026 | |
| 6 | Mason Investment Advisory Services, Inc. | $313.0M | 2.8M | ▼−0.4% Reduced · −12K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $311.9M | 2.8M | ▲+13% Added · +330K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $275.5M | 2.5M | ▲+6.7% Added · +156K sh | Q1 2026 | |
| 9 | Focus Partners Advisor Solutions, LLC | $274.3M | 2.5M | ▲+24% Added · +475K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $274.0M | 2.5M | ▲+19% Added · +402K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $264.3M | 2.4M | ▲+3.4% Added · +80K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $192.4M | 1.7M | ▲+26% Added · +358K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $164.2M | 1.5M | ▲+14% Added · +182K sh | Q1 2026 | |
| 14 | Plancorp, LLC | $168.6M | 1.5M | ▲+8.0% Added · +109K sh | Q1 2026 | |
| 15 | UBS Group AG | $160.2M | 1.4M | ▲+13% Added · +172K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $156.0M | 1.4M | ▲+7.2% Added · +94K sh | Q1 2026 | |
| 17 | Waverly Advisors, LLC | $155.8M | 1.4M | ▲+7.4% Added · +98K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $150.6M | 1.4M | ▲+2.1% Added · +28K sh | Q1 2026 | |
| 19 | TCI Wealth Advisors, Inc. | $134.0M | 1.2M | ▲+5.9% Added · +68K sh | Q1 2026 | |
| 20 | Sequoia Financial Advisors, LLC | $120.1M | 1.1M | ▲+7.2% Added · +73K sh | Q1 2026 | |
| 21 | Alesco Advisors, LLC, An ESL Co | $116.2M | 1.1M | ▼−2.0% Reduced · −21K sh | Q1 2026 | |
| 22 | Savant Capital, LLC | $106.1M | 960K | ▲+25% Added · +194K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $105.2M | 952K | ▲+5.7% Added · +52K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $97.8M | 886K | ▲+11% Added · +87K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $96.7M | 876K | ▲+10% Added · +80K 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 | 209 funds | $47.0B |
| AMAZON.COM INCAMZN | 209 funds | $24.9B |
| APPLE INCAAPL | 208 funds | $48.1B |
| MICROSOFT CORPMSFT | 208 funds | $34.4B |
| JOHNSON & JOHNSONJNJ | 208 funds | $10.3B |
| TESLA INCTSLA | 208 funds | $7.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 207 funds | $33.4B |
| VANGUARD S&P 500 ETFVOO | 207 funds | $25.6B |
| ALPHABET INC-CL AGOOGL | 207 funds | $22.7B |
| BROADCOM INCAVGO | 207 funds | $16.7B |
| JPMORGAN CHASE & COJPM | 207 funds | $15.0B |
| META PLATFORMS INC-CLASS AMETA | 207 funds | $13.8B |
Ranked by how many of AVUV'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 AVUV. 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.