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/CLOI/capital-change-brief"
Use Arkolith's capital_change_brief for CLOI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Independence Asset Advisors, LLC | $100.6M | 1.9M | ▲+2.0% Added · +37K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $94.4M | 1.8M | ▼−12% Reduced · −237K sh | Q1 2026 | |
| 3 | TRUE Private Wealth Advisors | $22.9M | 434K | ▲+21% Added · +76K sh | Q1 2026 | |
| 4 | Orion Porfolio Solutions, LLC | $22.6M | 428K | ▼−29% Reduced · −179K sh | Q1 2026 | |
| 5 | SAX WEALTH ADVISORS, LLC | $21.1M | 401K | ▲+11% Added · +41K sh | Q2 2026 | |
| 6 | Gradient Investments LLC | $14.6M | 275K | ▲+2.6% Added · +7K sh | Q2 2026 | |
| 7 | MONETA GROUP INVESTMENT ADVISORS LLC | $13.3M | 252K | ▲+9.5% Added · +22K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $13.2M | 251K | ▲+48% Added · +82K sh | Q1 2026 | |
| 9 | WealthPlan Investment Management, LLC | $10.6M | 201K | ▼−29% Reduced · −81K sh | Q1 2026 | |
| 10 | Geneos Wealth Management Inc. | $10.3M | 196K | ▲+25% Added · +39K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $9.8M | 186K | ▼−4.3% Reduced · −8K sh | Q1 2026 | |
| 12 | Curi Capital, LLC | $9.2M | 174K | ▲+3.3% Added · +6K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $8.5M | 161K | ▲+117% Added · +87K sh | Q1 2026 | |
| 14 | OneAscent Financial Services LLC | $8.0M | 152K | ▲+14% Added · +18K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $7.2M | 137K | ▲+5.8% Added · +8K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $5.9M | 112K | ▼−65% Reduced · −209K sh | Q1 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $5.4M | 103K | ▲+28% Added · +23K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $5.0M | 94K | ▼−6.9% Reduced · −7K sh | Q1 2026 | |
| 19 | Dakota Wealth Management | $4.7M | 89K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 89K | ▼−5.5% Reduced · −5K sh | Q1 2026 | |
| 21 | CATHY PARETO & ASSOCIATES, INC | $4.4M | 83K | ▲+38% Added · +23K sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | $3.7M | 70K | ▲34× Added · +68K sh | Q1 2026 | |
| 23 | Harvest Investment Services, LLC | $3.5M | 67K | ▼−21% Reduced · −18K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $3.4M | 65K | ▲+72% Added · +27K sh | Q1 2026 | |
| 25 | Ancora Advisors LLC | $3.4M | 65K | ▲+0.3% Added · +228 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 | 49 funds | $14.9B |
| MICROSOFT CORPMSFT | 49 funds | $11.0B |
| BROADCOM INCAVGO | 49 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 49 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 49 funds | $4.9B |
| TESLA INCTSLA | 49 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 49 funds | $3.1B |
| EXXON MOBIL CORPXOM | 49 funds | $3.1B |
| WALMART INCWMT | 49 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 49 funds | $2.8B |
| ELI LILLY & COLLY | 49 funds | $2.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 49 funds | $2.7B |
Ranked by how many of CLOI'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 CLOI. 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.