This stock 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/BUCK/capital-change-brief"
Use Arkolith's capital_change_brief for BUCK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $39.8M | 1.7M | —Held | Q2 2026 | |
| 2 | AE Wealth Management LLC | $23.6M | 1.0M | ▼−14% Reduced · −159K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $19.4M | 826K | ▲+26% Added · +172K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 575K | ▲+204% Added · +386K sh | Q1 2026 | |
| 5 | PRINCIPAL SECURITIES, INC. | $9.7M | 412K | ▲+102% Added · +207K sh | Q1 2026 | |
| 6 | Orion Porfolio Solutions, LLC | $5.0M | 215K | ▲+8.7% Added · +17K sh | Q1 2026 | |
| 7 | Park Edge Advisors, LLC | $3.3M | 142K | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 8 | SteelPeak Wealth, LLC | $2.9M | 124K | ▲+133% Added · +71K sh | Q2 2026 | |
| 9 | Encompass More Asset Management | $2.9M | 123K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 10 | Fiduciary Alliance LLC | $2.8M | 118K | ▲New +118K sh | Q1 2026 | |
| 11 | GK Wealth Management LLC | $1.9M | 80K | ▲New +80K sh | Q2 2026 | |
| 12 | WCG Wealth Advisors LLC | $1.7M | 73K | ▼−29% Reduced · −30K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.6M | 70K | ▲+8.7% Added · +6K sh | Q1 2026 | |
| 14 | CreativeOne Wealth, LLC | $1.5M | 63K | ▼−37% Reduced · −37K sh | Q1 2026 | |
| 15 | Cambridge Advisors Inc. | $1.3M | 54K | ▲+5.3% Added · +3K sh | Q2 2026 | |
| 16 | Caerus Investment Advisors, LLC | $1.1M | 48K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $1.0M | 44K | ▲+227% Added · +31K sh | Q1 2026 | |
| 18 | Redhawk Wealth Advisors, Inc. | $1.0M | 44K | ▲+6.1% Added · +3K sh | Q2 2026 | |
| 19 | Integrated Advisors Network LLC | $1.0M | 43K | ▼−28% Reduced · −17K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $977K | 42K | ▼−62% Reduced · −67K sh | Q1 2026 | |
| 21 | Advisory Services Network, LLC | $913K | 39K | —Held | Q1 2026 | |
| 22 | Moors & Cabot, Inc. | $874K | 37K | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 23 | Dynamic Advisor Solutions LLC | $848K | 36K | ▼−3.6% Reduced · −1K sh | Q2 2026 | |
| 24 | Integrated Wealth Concepts LLC | $811K | 35K | ▲New +35K sh | Q1 2026 | |
| 25 | Arax Advisory Partners | $757K | 32K | ▲+378% Added · +25K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $5.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 26 funds | $1.9B |
| WALMART INCWMT | 26 funds | $1.5B |
| EXXON MOBIL CORPXOM | 26 funds | $1.4B |
| ELI LILLY & COLLY | 26 funds | $1.2B |
| TESLA INCTSLA | 26 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 26 funds | $1.1B |
| ABBVIE INCABBV | 26 funds | $857.3M |
| CATERPILLAR INCCAT | 26 funds | $848.1M |
| HOME DEPOT INCHD | 26 funds | $703.8M |
| CISCO SYSTEMS INCCSCO | 26 funds | $683.3M |
| PALANTIR TECHNOLOGIES INC-APLTR | 26 funds | $596.8M |
Ranked by how many of BUCK'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BUCK. 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.