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/CLIP/capital-change-brief"
Use Arkolith's capital_change_brief for CLIP. 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 | $182.2M | 1.8M | ▲+117% Added · +978K sh | Q1 2026 | |
| 2 | SEI INVESTMENTS CO | $133.1M | 1.3M | ▼−12% Reduced · −175K sh | Q1 2026 | |
| 3 | Global X Japan Co., Ltd. | $122.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 4 | 3EDGE Asset Management, LP | $109.6M | 1.1M | ▲+315% Added · +829K sh | Q1 2026 | |
| 5 | Bleakley Financial Group, LLC | $107.3M | 1.1M | ▲+18% Added · +163K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $27.2M | 271K | ▲+299% Added · +203K sh | Q1 2026 | |
| 7 | Mirae Asset Global Investments Co., Ltd. | $26.0M | 259K | ▲+15% Added · +34K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $25.5M | 254K | ▲+163% Added · +158K sh | Q1 2026 | |
| 9 | Accurate Wealth Management, LLC | $21.3M | 213K | ▲+17% Added · +31K sh | Q2 2026 | |
| 10 | WCG Wealth Advisors LLC | $14.6M | 146K | ▲New +146K sh | Q1 2026 | |
| 11 | VERUS CAPITAL PARTNERS, LLC | $13.5M | 134K | ▲+129% Added · +75K sh | Q1 2026 | |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $13.2M | 132K | ▼−8.4% Reduced · −12K sh | Q1 2026 | |
| 13 | Farther Finance Advisors, LLC | $11.5M | 115K | ▲+17% Added · +17K sh | Q1 2026 | |
| 14 | APS Management Group, Inc. | $11.3M | 113K | ▼−4.3% Reduced · −5K sh | Q2 2026 | |
| 15 | Gerber Kawasaki Wealth & Investment Management | $10.9M | 109K | ▲+23% Added · +21K sh | Q1 2026 | |
| 16 | CreativeOne Wealth, LLC | $10.9M | 108K | ▲+566% Added · +92K sh | Q1 2026 | |
| 17 | EP Wealth Advisors, LLC | $9.7M | 97K | ▲New +97K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.4M | 94K | ▼−14% Reduced · −16K sh | Q2 2026 | |
| 19 | Cerity Partners LLC | $9.2M | 91K | ▲New +91K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $9.2M | 91K | ▼−11% Reduced · −11K sh | Q1 2026 | |
| 21 | Perennial Investment Advisors, LLC | $9.0M | 90K | ▼−8.3% Reduced · −8K sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $8.7M | 86K | ▲+20% Added · +14K sh | Q1 2026 | |
| 23 | MGO ONE SEVEN LLC | $8.6M | 85K | ▲+5.9% Added · +5K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 61K | ▼−6.6% Reduced · −4K sh | Q1 2026 | |
| 25 | HIGHLINE WEALTH PARTNERS LLC | $5.7M | 57K | ▼−8.2% Reduced · −5K sh | Q2 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 | 49 funds | $15.1B |
| NVIDIA CORPNVDA | 49 funds | $14.1B |
| APPLE INCAAPL | 48 funds | $14.3B |
| MICROSOFT CORPMSFT | 48 funds | $10.2B |
| AMAZON.COM INCAMZN | 48 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 48 funds | $6.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $5.8B |
| VANGUARD S&P 500 ETFVOO | 48 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 48 funds | $5.0B |
| BROADCOM INCAVGO | 48 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 48 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $4.6B |
Ranked by how many of CLIP'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 CLIP. 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.