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/BOND/capital-change-brief"
Use Arkolith's capital_change_brief for BOND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $347.2M | 3.8M | ▲+11% Added · +382K sh | Q1 2026 | |
| 2 | CWM, LLC | $345.3M | 3.7M | ▼−9.8% Reduced · −408K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $315.7M | 3.4M | ▲+18% Added · +525K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $241.3M | 2.6M | ▲+24% Added · +514K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $206.1M | 2.2M | ▲+13% Added · +250K sh | Q1 2026 | |
| 6 | AE Wealth Management LLC | $174.6M | 1.9M | ▲+28% Added · +411K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $165.5M | 1.8M | ▲+76% Added · +777K sh | Q1 2026 | |
| 8 | OneDigital Investment Advisors LLC | $161.6M | 1.8M | ▲+13% Added · +199K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $156.5M | 1.7M | ▲+2.8% Added · +46K sh | Q1 2026 | |
| 10 | TECTONIC ADVISORS LLC | $154.0M | 1.7M | ▲+2.9% Added · +47K sh | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $150.0M | 1.6M | ▲+12% Added · +172K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $123.3M | 1.3M | ▲+27% Added · +281K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $102.8M | 1.1M | ▲+18% Added · +170K sh | Q1 2026 | |
| 14 | Sand Hill Global Advisors, LLC | $98.3M | 1.1M | ▲+71% Added · +441K sh | Q1 2026 | |
| 15 | Waverly Advisors, LLC | $94.3M | 1.0M | ▲+60% Added · +381K sh | Q1 2026 | |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $88.2M | 956K | ▼−14% Reduced · −160K sh | Q1 2026 | |
| 17 | UBS Group AG | $84.1M | 912K | ▲+2.5% Added · +22K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $82.2M | 893K | ▲+17% Added · +127K sh | Q1 2026 | |
| 19 | CreativeOne Wealth, LLC | $77.1M | 836K | ▲+8.3% Added · +64K sh | Q1 2026 | |
| 20 | Gotham Asset Management, LLC | $59.4M | 643K | ▲+181% Added · +414K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $59.2M | 642K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 22 | FSM Wealth Advisors, LLC | $53.8M | 583K | ▲+8.4% Added · +45K sh | Q2 2026 | |
| 23 | Concurrent Investment Advisors, LLC | $52.3M | 567K | ▲+1.6% Added · +9K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $51.1M | 554K | ▼−13% Reduced · −82K sh | Q1 2026 | |
| 25 | Advocacy Wealth Management, LLC | $50.4M | 546K | ▲+33% Added · +135K 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 | 149 funds | $32.2B |
| MICROSOFT CORPMSFT | 149 funds | $26.2B |
| JPMORGAN CHASE & COJPM | 149 funds | $12.3B |
| ALPHABET INC-CL CGOOG | 149 funds | $11.7B |
| JOHNSON & JOHNSONJNJ | 149 funds | $7.5B |
| EXXON MOBIL CORPXOM | 149 funds | $7.2B |
| WALMART INCWMT | 149 funds | $6.9B |
| ELI LILLY & COLLY | 149 funds | $6.6B |
| HOME DEPOT INCHD | 149 funds | $4.8B |
| CHEVRON CORPCVX | 149 funds | $4.7B |
| ABBVIE INCABBV | 149 funds | $4.4B |
| PROCTER & GAMBLE CO/THEPG | 149 funds | $3.8B |
Ranked by how many of BOND'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 BOND. 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.