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/CALI/capital-change-brief"
Use Arkolith's capital_change_brief for CALI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $12.3M | 244K | ▲+41% Added · +72K sh | Q1 2026 | |
| 2 | Elmwood Wealth Management, Inc. | $11.6M | 230K | ▲+8.3% Added · +18K sh | Q2 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 150K | ▲+5.6% Added · +8K sh | Q2 2026 | |
| 4 | JANE STREET GROUP, LLC | $4.5M | 89K | ▲15× Added · +83K sh | Q1 2026 | |
| 5 | Composition Wealth, LLC | $4.1M | 81K | ▲+198% Added · +54K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $2.7M | 53K | ▲New +53K sh | Q1 2026 | |
| 7 | CITIZENS FINANCIAL GROUP INC/RI | $2.6M | 51K | ▼−28% Reduced · −20K sh | Q1 2026 | |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $1.8M | 35K | ▼−18% Reduced · −8K sh | Q1 2026 | |
| 9 | Mariner, LLC | $1.7M | 34K | ▼−1.2% Reduced · −418 sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $1.6M | 32K | ▼−0.8% Reduced · −276 sh | Q1 2026 | |
| 11 | Savvy Advisors, Inc. | $1.6M | 32K | ▼−1.8% Reduced · −593 sh | Q1 2026 | |
| 12 | McIlrath & Eck, LLC | $1.4M | 28K | ▲New +28K sh | Q1 2026 | |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 26K | —Held | Q1 2026 | |
| 14 | KWB Wealth | $1.3M | 26K | ▲+21% Added · +4K sh | Q2 2026 | |
| 15 | Perigon Wealth Management, LLC | $1.2M | 24K | —Held | Q1 2026 | |
| 16 | MEMBERS WEALTH LLC | $1.2M | 24K | ▲+20% Added · +4K sh | Q2 2026 | |
| 17 | Perennial Investment Advisors, LLC | $987K | 20K | ▲+56% Added · +7K sh | Q1 2026 | |
| 18 | Valmark Advisers, Inc. | $978K | 19K | ▲+30% Added · +5K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $953K | 19K | ▲+205% Added · +13K sh | Q1 2026 | |
| 20 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $807K | 16K | ▲+2.6% Added · +400 sh | Q1 2026 | |
| 21 | Ariadne Wealth Management, LP | $803K | 16K | ▼−88% Reduced · −112K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $791K | 16K | ▲+137% Added · +9K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $772K | 15K | ▲New +15K sh | Q1 2026 | |
| 24 | Mutual Advisors, LLC | $761K | 15K | ▲+202% Added · +10K sh | Q1 2026 | |
| 25 | Meridian Wealth Management, LLC | $706K | 14K | —Held | 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $8.9B |
| NVIDIA CORPNVDA | 24 funds | $8.5B |
| APPLE INCAAPL | 24 funds | $7.8B |
| MICROSOFT CORPMSFT | 24 funds | $6.4B |
| AMAZON.COM INCAMZN | 24 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 24 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 24 funds | $3.1B |
| BROADCOM INCAVGO | 24 funds | $3.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 24 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 24 funds | $3.0B |
Ranked by how many of CALI'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 CALI. 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.