| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $179.1M | 5.4M | ▲+0.5% Added · +26K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $147.4M | 4.4M | ▲+23% Added · +842K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $78.7M | 2.4M | ▼−5.0% Reduced · −126K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $67.0M | 2.0M | ▲+23% Added · +377K sh | Q1 2026 | |
| 5 | UBS Group AG | $43.3M | 1.3M | ▲+13% Added · +146K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $35.1M | 1.1M | ▲+35% Added · +275K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $27.1M | 815K | ▼−0.9% Reduced · −8K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $25.6M | 800K | ▼−4.9% Reduced · −41K sh | Q1 2026 | |
| 9 | CITIGROUP INC | $17.8M | 536K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $17.2M | 517K | ▲+1.4% Added · +7K sh | Q1 2026 | |
| 11 | Mirae Asset Global Investments Co., Ltd. | $16.1M | 484K | ▼−46% Reduced · −412K sh | Q1 2026 | |
| 12 | Lido Advisors, LLC | $15.4M | 464K | ▲+1.2% Added · +5K sh | Q1 2026 | |
| 13 | BARCLAYS PLC | $15.0M | 451K | ▼−24% Reduced · −141K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $14.8M | 445K | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 15 | Modern Wealth Management, LLC | $12.8M | 378K | ▲+10% Added · +35K sh | Q1 2026 | |
| 16 | Rafferty Asset Management, LLC | $11.9M | 359K | ▼−17% Reduced · −74K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $11.8M | 356K | ▼−31% Reduced · −162K sh | Q1 2026 | |
| 18 | NATIONAL BANK OF CANADA /FI/ | $11.1M | 334K | ▲12× Added · +307K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $11.2M | 334K | ▼−39% Reduced · −212K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.7M | 323K | ▲+6.6% Added · +20K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 299K | ▲+2.9% Added · +8K sh | Q1 2026 | |
| 22 | Wealthfront Advisers LLC | $9.5M | 286K | ▲+10% Added · +27K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $8.5M | 255K | ▲12× Added · +233K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $8.0M | 247K | ▲+37% Added · +67K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.8M | 233K | ▼−31% Reduced · −105K 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 |
|---|---|---|
| BROADCOM INCAVGO | 140 funds | $15.6B |
| MICROSOFT CORPMSFT | 139 funds | $32.0B |
| TESLA INCTSLA | 139 funds | $8.0B |
| AMAZON.COM INCAMZN | 138 funds | $24.0B |
| ALPHABET INC-CL AGOOGL | 138 funds | $21.2B |
| JPMORGAN CHASE & COJPM | 138 funds | $14.6B |
| META PLATFORMS INC-CLASS AMETA | 138 funds | $13.9B |
| VISA INC-CLASS A SHARESV | 138 funds | $8.1B |
| ELI LILLY & COLLY | 138 funds | $7.8B |
| COSTCO WHOLESALE CORPCOST | 138 funds | $7.6B |
| MICRON TECHNOLOGY INCMU | 138 funds | $5.8B |
| NETFLIX INCNFLX | 138 funds | $4.4B |
Ranked by how many of BOTZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/BOTZ/capital-change-brief"
Use Arkolith's capital_change_brief for BOTZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BOTZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.