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/AVXC/capital-change-brief"
Use Arkolith's capital_change_brief for AVXC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $90.6M | 1.3M | ▲+28% Added · +294K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $23.4M | 346K | ▲+3.6% Added · +12K sh | Q1 2026 | |
| 3 | Trajan Wealth LLC | $13.9M | 206K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $9.8M | 145K | ▲+212% Added · +98K sh | Q1 2026 | |
| 5 | Wealthcare Advisory Partners LLC | $11.0M | 129K | ▼−4.0% Reduced · −5K sh | Q2 2026 | |
| 6 | Avior Wealth Management, LLC | $4.7M | 70K | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 7 | Ridgeline Wealth, LLC | $4.9M | 58K | ▼−1.3% Reduced · −779 sh | Q2 2026 | |
| 8 | LPL Financial LLC | $3.4M | 50K | ▲12× Added · +46K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $2.9M | 42K | ▲+305% Added · +32K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $2.7M | 42K | ▼−6.6% Reduced · −3K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 27K | ▲New +27K sh | Q1 2026 | |
| 12 | Retirement Planning Group, LLC | $1.6M | 24K | ▼−2.3% Reduced · −557 sh | Q1 2026 | |
| 13 | Belpointe Asset Management LLC | $1.1M | 16K | ▲New +16K sh | Q1 2026 | |
| 14 | Apella Capital, LLC | $475K | 6K | —Held | Q2 2026 | |
| 15 | Csenge Advisory Group | $344K | 5K | ▲+8.4% Added · +395 sh | Q1 2026 | |
| 16 | Fragasso Financial Advisors Inc | $416K | 5K | —Held | Q2 2026 | |
| 17 | Centennial Wealth Advisory LLC | $386K | 5K | ▼−18% Reduced · −987 sh | Q2 2026 | |
| 18 | BSW Wealth Partners | $358K | 4K | ▼−0.6% Reduced · −25 sh | Q2 2026 | |
| 19 | Plancorp, LLC | $298K | 4K | —Held | Q1 2026 | |
| 20 | Avantax Planning Partners, Inc. | $271K | 4K | ▼−6.0% Reduced · −254 sh | Q1 2026 | |
| 21 | Focus Partners Wealth | $243K | 4K | —Held | Q1 2026 | |
| 22 | MONTAG A & ASSOCIATES INC | $224K | 3K | ▲+3.1% Added · +100 sh | Q1 2026 | |
| 23 | Asset Dedication, LLC | $186K | 3K | ▼−2.0% Reduced · −56 sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $64K | 951 | ▼−59% Reduced · −1K sh | Q1 2026 | |
| 25 | Bogart Wealth, LLC | $47K | 694 | ▲New +694 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 |
|---|---|---|
| AVXCthis pageFUND | 36 funds | $175.4M |
| AVTMETF | 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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $5.5B |
| APPLE INCAAPL | 14 funds | $4.3B |
| AMAZON.COM INCAMZN | 14 funds | $3.0B |
| MICROSOFT CORPMSFT | 14 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $2.0B |
| BROADCOM INCAVGO | 14 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 14 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $1.2B |
Ranked by how many of AVXC'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 AVXC. 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.