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/CLOA/capital-change-brief"
Use Arkolith's capital_change_brief for CLOA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Richard Bernstein Advisors LLC | $320.7M | 6.2M | ▲New +6.2M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $138.4M | 2.7M | ▲+57% Added · +972K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $108.7M | 2.1M | ▲+22% Added · +381K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $100.6M | 1.9M | ▲+12% Added · +209K sh | Q1 2026 | |
| 5 | Advocacy Wealth Management, LLC | $54.6M | 1.1M | ▲+42% Added · +312K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $42.8M | 825K | ▲+233% Added · +578K sh | Q1 2026 | |
| 7 | INSPIRION WEALTH ADVISORS, LLC | $34.3M | 662K | ▲+18% Added · +99K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $30.4M | 587K | ▲+31% Added · +140K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $27.9M | 538K | ▼−53% Reduced · −608K sh | Q1 2026 | |
| 10 | Pallas Capital Advisors LLC | $26.6M | 513K | ▼−8.4% Reduced · −47K sh | Q1 2026 | |
| 11 | CenturyLink Investment Management Co | $26.6M | 512K | —Held | Q2 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $22.9M | 441K | ▲+53% Added · +153K sh | Q1 2026 | |
| 13 | Vestmark Advisory Solutions, Inc. | $22.8M | 441K | ▲+57% Added · +160K sh | Q1 2026 | |
| 14 | OneDigital Investment Advisors LLC | $15.2M | 292K | ▲+152% Added · +177K sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $15.0M | 290K | ▲+39% Added · +81K sh | Q1 2026 | |
| 16 | AE Wealth Management LLC | $14.2M | 274K | ▲+18% Added · +43K sh | Q1 2026 | |
| 17 | Envestnet Portfolio Solutions, Inc. | $14.0M | 271K | ▲+44% Added · +83K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $13.4M | 259K | ▲+26% Added · +54K sh | Q1 2026 | |
| 19 | BAR HARBOR WEALTH MANAGEMENT | $10.7M | 207K | ▲+18% Added · +31K sh | Q2 2026 | |
| 20 | Tower Research Capital LLC (TRC) | $10.4M | 200K | ▲+219% Added · +138K sh | Q1 2026 | |
| 21 | Prime Capital Investment Advisors, LLC | $10.1M | 196K | ▲+566% Added · +166K sh | Q1 2026 | |
| 22 | NorthCoast Asset Management LLC | $9.8M | 188K | ▲+6.1% Added · +11K sh | Q1 2026 | |
| 23 | Keel Point, LLC | $8.2M | 158K | ▲New +158K sh | Q1 2026 | |
| 24 | COURIER CAPITAL LLC | $7.9M | 152K | ▲New +152K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $7.8M | 151K | ▲+793% Added · +134K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 66 funds | $20.0B |
| APPLE INCAAPL | 66 funds | $19.9B |
| ISHARES CORE S&P 500 ETFIVV | 66 funds | $18.5B |
| MICROSOFT CORPMSFT | 66 funds | $15.9B |
| AMAZON.COM INCAMZN | 66 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 66 funds | $10.6B |
| JPMORGAN CHASE & COJPM | 66 funds | $7.1B |
| WALMART INCWMT | 66 funds | $3.9B |
| EXXON MOBIL CORPXOM | 66 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 66 funds | $3.8B |
| VISA INC-CLASS A SHARESV | 66 funds | $3.7B |
| HOME DEPOT INCHD | 66 funds | $3.0B |
Ranked by how many of CLOA'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 CLOA. 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.