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/COMT/capital-change-brief"
Use Arkolith's capital_change_brief for COMT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $110.5M | 3.3M | ▲+47% Added · +1.1M sh | Q1 2026 | |
| 2 | ASSETMARK, INC | $86.5M | 2.6M | ▲11× Added · +2.3M sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $21.8M | 644K | ▲+350% Added · +501K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $13.7M | 404K | ▲+84% Added · +185K sh | Q1 2026 | |
| 5 | UBS Group AG | $10.0M | 295K | ▲+116% Added · +159K sh | Q1 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.5M | 252K | ▲52× Added · +247K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $8.5M | 250K | ▼−23% Reduced · −74K sh | Q1 2026 | |
| 8 | Vontobel Holding Ltd. | $6.9M | 205K | ▼−66% Reduced · −397K sh | Q1 2026 | |
| 9 | NWAM LLC | $6.8M | 200K | ▲+1.8% Added · +4K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $6.7M | 199K | ▼−9.1% Reduced · −20K sh | Q1 2026 | |
| 11 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $6.7M | 198K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 196K | ▲+179% Added · +126K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $5.6M | 164K | ▲+341% Added · +127K sh | Q1 2026 | |
| 14 | Proficio Capital Partners LLC | $4.2M | 124K | ▲New +124K sh | Q1 2026 | |
| 15 | HANCOCK WHITNEY CORP | $4.1M | 113K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $3.5M | 104K | ▲+57% Added · +38K sh | Q1 2026 | |
| 17 | Avior Wealth Management, LLC | $3.2M | 94K | ▼−3.3% Reduced · −3K sh | Q1 2026 | |
| 18 | Quadrature Capital Ltd | $3.2M | 94K | ▲New +94K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $2.9M | 85K | ▲+20% Added · +14K sh | Q1 2026 | |
| 20 | Trek Financial, LLC | $2.7M | 79K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 21 | Navis Wealth Advisors, LLC | $2.5M | 75K | ▲New +75K sh | Q1 2026 | |
| 22 | Note Advisors, LLC | $2.5M | 74K | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $2.3M | 69K | ▲+97% Added · +34K sh | Q1 2026 | |
| 24 | Baird Financial Group, Inc. | $2.3M | 67K | ▲+12% Added · +7K sh | Q1 2026 | |
| 25 | HSBC HOLDINGS PLC | $2.1M | 63K | ▲+24% Added · +12K 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.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 224 funds | $2.1B |
| MEARmc | 131 funds | $878.4M |
| COMTthis pageINDX FD | 106 funds | $365.5M |
| IETCmc | 80 funds | $279.5M |
| LQDHINT RT HDG C B | 70 funds | $253.2M |
| HYGHmc | 62 funds | $134.0M |
| CMDYmc | 49 funds | $257.1M |
| IGBHINT RT HD LONG | 36 funds | $74.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 45 funds | $13.1B |
| AMAZON.COM INCAMZN | 45 funds | $9.5B |
| ALPHABET INC-CL CGOOG | 45 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 45 funds | $5.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $3.9B |
| VISA INC-CLASS A SHARESV | 45 funds | $3.5B |
| ELI LILLY & COLLY | 45 funds | $3.4B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $2.9B |
| SPDR GOLD SHARESGLD | 45 funds | $2.6B |
| VANGUARD FTSE EMERGING MARKEVWO | 45 funds | $2.3B |
| PROCTER & GAMBLE CO/THEPG | 45 funds | $2.3B |
| CHEVRON CORPCVX | 45 funds | $2.0B |
Ranked by how many of COMT'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 COMT. 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.