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/CNEQ/capital-change-brief"
Use Arkolith's capital_change_brief for CNEQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RWA WEALTH PARTNERS, LLC | $156.4M | 5.0M | ▲364× Added · +5.0M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $41.7M | 1.3M | ▲+24% Added · +263K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $22.5M | 722K | ▲+27% Added · +152K sh | Q1 2026 | |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $12.8M | 411K | ▲+6.2% Added · +24K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 223K | ▲+8.2% Added · +17K sh | Q1 2026 | |
| 6 | TRUIST FINANCIAL CORP | $6.4M | 207K | ▲+8.3% Added · +16K sh | Q1 2026 | |
| 7 | Embree Financial Group | $7.5M | 182K | ▲+338% Added · +140K sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | $4.4M | 140K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $4.3M | 138K | ▼−13% Reduced · −20K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 137K | ▲+24% Added · +26K sh | Q1 2026 | |
| 11 | Castle Rock Wealth Management, LLC | $4.8M | 118K | ▲+26% Added · +24K sh | Q2 2026 | |
| 12 | &PARTNERS | $2.7M | 87K | ▲+268% Added · +63K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $2.4M | 78K | ▲New +78K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $2.3M | 74K | ▲+619% Added · +63K sh | Q1 2026 | |
| 15 | Gladstone Institutional Advisory LLC | $1.8M | 59K | ▼−28% Reduced · −23K sh | Q1 2026 | |
| 16 | Harvest Investment Services, LLC | $1.7M | 56K | ▲+0.2% Added · +124 sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $1.2M | 40K | ▲+23% Added · +8K sh | Q1 2026 | |
| 18 | GWN SECURITIES INC. | $1.1M | 34K | ▲+2.9% Added · +938 sh | Q1 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $1.0M | 33K | ▲+16% Added · +4K sh | Q1 2026 | |
| 20 | Western Wealth Management, LLC | $993K | 32K | ▲+112% Added · +17K sh | Q1 2026 | |
| 21 | American Alpha Advisors, LLC | $979K | 31K | ▲+1.6% Added · +500 sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $913K | 29K | ▲+190% Added · +19K sh | Q1 2026 | |
| 23 | Atria Investments, Inc | $841K | 27K | ▼−72% Reduced · −68K sh | Q1 2026 | |
| 24 | Mutual Advisors, LLC | $830K | 27K | ▲+26% Added · +6K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $737K | 24K | ▲New +24K 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 | 23 funds | $8.2B |
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $6.1B |
| MICROSOFT CORPMSFT | 23 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 23 funds | $5.0B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $3.7B |
| BROADCOM INCAVGO | 23 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 23 funds | $2.9B |
| VANGUARD GROWTH ETFVUG | 23 funds | $2.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 23 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 23 funds | $2.5B |
| VANGUARD VALUE ETFVTV | 23 funds | $2.5B |
Ranked by how many of CNEQ'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 CNEQ. 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.