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/CARY/capital-change-brief"
Use Arkolith's capital_change_brief for CARY. 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 | $117.9M | 5.7M | ▲+18% Added · +882K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $102.9M | 5.0M | ▲1k× Added · +4.9M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $91.0M | 4.4M | ▲+12% Added · +465K sh | Q1 2026 | |
| 4 | Arkadios Wealth Advisors | $74.0M | 3.6M | ▲+14% Added · +429K sh | Q1 2026 | |
| 5 | UBS Group AG | $50.0M | 2.4M | ▲+11% Added · +231K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $27.4M | 1.3M | ▲+25% Added · +268K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $24.7M | 1.2M | ▲+8.7% Added · +95K sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $19.7M | 947K | ▼−1.6% Reduced · −16K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | $11.3M | 544K | ▼−1.5% Reduced · −8K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 544K | ▲+13% Added · +61K sh | Q1 2026 | |
| 11 | MBL Wealth, LLC | $11.0M | 531K | ▼−1.8% Reduced · −10K sh | Q2 2026 | |
| 12 | STIFEL FINANCIAL CORP | $10.5M | 505K | ▲+16% Added · +70K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $9.0M | 432K | ▲+32% Added · +105K sh | Q1 2026 | |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $8.4M | 404K | ▲+245% Added · +287K sh | Q2 2026 | |
| 15 | Beacon Capital Management, Inc. | $7.5M | 363K | ▼−1.2% Reduced · −4K sh | Q1 2026 | |
| 16 | Wealthcare Advisory Partners LLC | $5.7M | 275K | ▲+47% Added · +88K sh | Q2 2026 | |
| 17 | Sonoma Allocations LLC | $3.2M | 154K | ▲+42% Added · +46K sh | Q2 2026 | |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | $3.0M | 142K | ▲New +142K sh | Q1 2026 | |
| 19 | Weaver Consulting Group | $2.8M | 135K | ▲+24% Added · +26K sh | Q1 2026 | |
| 20 | Central Pacific Bank - Trust Division | $2.7M | 131K | ▲New +131K sh | Q2 2026 | |
| 21 | CITADEL ADVISORS LLC | $2.6M | 126K | ▲New +126K sh | Q1 2026 | |
| 22 | Atria Investments, Inc | $2.5M | 120K | ▼−4.5% Reduced · −6K sh | Q1 2026 | |
| 23 | FIDUCIARY TRUST CO | $2.4M | 117K | ▲New +117K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $2.3M | 110K | ▲+11% Added · +11K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $2.3M | 110K | ▲+8.9% Added · +9K 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 31 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $5.9B |
| NVIDIA CORPNVDA | 30 funds | $13.0B |
| APPLE INCAAPL | 30 funds | $11.4B |
| MICROSOFT CORPMSFT | 30 funds | $9.3B |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $8.7B |
| BROADCOM INCAVGO | 30 funds | $5.3B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.3B |
| VANGUARD VALUE ETFVTV | 30 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.7B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $2.5B |
Ranked by how many of CARY'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 CARY. 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.