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/CATH/capital-change-brief"
Use Arkolith's capital_change_brief for CATH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fund Evaluation Group, LLC | $57.7M | 738K | ▲+7.7% Added · +53K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $43.7M | 559K | ▲+9.1% Added · +47K sh | Q1 2026 | |
| 3 | CENTRAL TRUST Co | $43.2M | 553K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $34.6M | 443K | ▲+2.5% Added · +11K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $21.3M | 273K | ▲+0.2% Added · +606 sh | Q1 2026 | |
| 6 | Choate Investment Advisors | $12.8M | 164K | ▲+794% Added · +146K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $12.8M | 164K | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $12.5M | 159K | ▲+7.3% Added · +11K sh | Q1 2026 | |
| 9 | CWM, LLC | $12.4M | 158K | ▲+7.2% Added · +11K sh | Q1 2026 | |
| 10 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $11.8M | 151K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 11 | Corient Private Wealth LLC | $10.5M | 135K | ▼−8.6% Reduced · −13K sh | Q1 2026 | |
| 12 | Aristotle Capital Management, LLC | $9.8M | 126K | ▼−4.1% Reduced · −5K sh | Q1 2026 | |
| 13 | COMMERCE BANK | $9.4M | 120K | ▼−4.7% Reduced · −6K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $8.0M | 102K | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 15 | FIFTH THIRD BANCORP | $7.3M | 93K | ▲+56% Added · +33K sh | Q1 2026 | |
| 16 | BROWN BROTHERS HARRIMAN & CO | $6.8M | 86K | ▲+59% Added · +32K sh | Q1 2026 | |
| 17 | Allworth Financial LP | $6.5M | 84K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 18 | First Bank & Trust | $6.5M | 74K | ▼−13% Reduced · −11K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $5.7M | 74K | ▲+6.4% Added · +4K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.7M | 73K | ▲+9.7% Added · +6K sh | Q1 2026 | |
| 21 | DAGCO, INC. | $5.8M | 65K | —Held | Q2 2026 | |
| 22 | FIRST NATIONAL BANK OF OMAHA | $4.7M | 63K | ▲+11% Added · +6K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $4.9M | 62K | —Held | Q1 2026 | |
| 24 | Savant Capital, LLC | $4.7M | 61K | ▲+62% Added · +23K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $4.7M | 60K | ▲+3.5% Added · +2K 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 |
|---|---|---|
| APPLE INCAAPL | 65 funds | $20.4B |
| MICROSOFT CORPMSFT | 65 funds | $18.7B |
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $18.7B |
| NVIDIA CORPNVDA | 64 funds | $18.5B |
| ALPHABET INC-CL AGOOGL | 64 funds | $11.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $10.4B |
| ALPHABET INC-CL CGOOG | 64 funds | $8.9B |
| AMAZON.COM INCAMZN | 63 funds | $11.9B |
| ELI LILLY & COLLY | 63 funds | $4.9B |
| VISA INC-CLASS A SHARESV | 63 funds | $4.8B |
| EXXON MOBIL CORPXOM | 63 funds | $4.0B |
| TESLA INCTSLA | 63 funds | $3.0B |
Ranked by how many of CATH'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 CATH. 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.