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/CMF/capital-change-brief"
Use Arkolith's capital_change_brief for CMF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $483.1M | 8.5M | ▲+0.7% Added · +57K sh | Q1 2026 | |
| 2 | Wealthfront Advisers LLC | $352.5M | 6.2M | ▲+21% Added · +1.1M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $106.5M | 1.9M | ▲+4.6% Added · +82K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $104.4M | 1.8M | ▼−5.0% Reduced · −97K sh | Q1 2026 | |
| 5 | FMR LLC | $102.7M | 1.8M | ▼−5.2% Reduced · −99K sh | Q1 2026 | |
| 6 | Facet Wealth, Inc. | $89.9M | 1.6M | ▲+5.5% Added · +83K sh | Q1 2026 | |
| 7 | SYON CAPITAL LLC | $76.9M | 1.4M | ▲+18% Added · +204K sh | Q1 2026 | |
| 8 | BAILARD, INC. | $70.2M | 1.2M | ▼−14% Reduced · −205K sh | Q1 2026 | |
| 9 | EP Wealth Advisors, LLC | $67.1M | 1.2M | ▲+0.8% Added · +10K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $65.3M | 1.1M | ▲+16% Added · +158K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $58.1M | 1.0M | ▲+88% Added · +478K sh | Q1 2026 | |
| 12 | Mariner, LLC | $52.2M | 919K | ▲+1.4% Added · +13K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $50.2M | 883K | ▲+272% Added · +645K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $38.7M | 682K | ▲+4.5% Added · +29K sh | Q1 2026 | |
| 15 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $37.7M | 664K | ▲New +664K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $37.4M | 657K | ▲+8.0% Added · +49K sh | Q1 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $37.4M | 657K | ▲+20% Added · +108K sh | Q1 2026 | |
| 18 | UBS Group AG | $30.2M | 532K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $26.8M | 472K | ▲+4.7% Added · +21K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $23.4M | 412K | ▲+256% Added · +296K sh | Q1 2026 | |
| 21 | Focus Partners Wealth | $23.0M | 404K | ▲+18% Added · +60K sh | Q1 2026 | |
| 22 | GUGGENHEIM CAPITAL LLC | $22.5M | 396K | ▲+35% Added · +103K sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $22.3M | 392K | ▲+5.0% Added · +19K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $21.0M | 369K | ▼−2.5% Reduced · −10K sh | Q1 2026 | |
| 25 | ALLIANCEBERNSTEIN L.P. | $21.0M | 366K | ▲+8.3% Added · +28K 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 | 115 funds | $26.2B |
| MICROSOFT CORPMSFT | 115 funds | $20.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 115 funds | $18.0B |
| ALPHABET INC-CL AGOOGL | 115 funds | $13.5B |
| BROADCOM INCAVGO | 115 funds | $10.3B |
| JPMORGAN CHASE & COJPM | 115 funds | $8.4B |
| JOHNSON & JOHNSONJNJ | 115 funds | $6.8B |
| WALMART INCWMT | 115 funds | $4.8B |
| ABBVIE INCABBV | 115 funds | $3.1B |
| VANGUARD S&P 500 ETFVOO | 114 funds | $17.1B |
| ALPHABET INC-CL CGOOG | 114 funds | $10.1B |
| META PLATFORMS INC-CLASS AMETA | 114 funds | $9.6B |
Ranked by how many of CMF'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 CMF. 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.