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/COWZ/capital-change-brief"
Use Arkolith's capital_change_brief for COWZ. 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/ | $2.3B | 36.3M | ▼−6.0% Reduced · −2.3M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $1.2B | 18.6M | ▼−0.5% Reduced · −102K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $915.7M | 14.6M | ▼−4.4% Reduced · −676K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $511.2M | 8.2M | ▼−7.6% Reduced · −675K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $478.2M | 7.6M | ▼−4.2% Reduced · −335K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $407.5M | 6.5M | ▼−7.2% Reduced · −503K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $351.1M | 5.6M | ▼−2.5% Reduced · −146K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $305.0M | 4.9M | ▲+51% Added · +1.6M sh | Q1 2026 | |
| 9 | UBS Group AG | $276.0M | 4.4M | ▼−7.5% Reduced · −360K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $231.9M | 3.7M | ▼−7.0% Reduced · −279K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $191.7M | 3.1M | ▼−12% Reduced · −398K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $189.5M | 3.0M | ▼−8.7% Reduced · −290K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $134.3M | 2.1M | ▼−22% Reduced · −594K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $114.2M | 1.9M | ▲+14% Added · +225K sh | Q1 2026 | |
| 15 | Sequoia Financial Advisors, LLC | $114.1M | 1.8M | ▲+1.3% Added · +23K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $108.2M | 1.7M | ▲+5.1% Added · +84K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $108.0M | 1.7M | ▲+2.4% Added · +41K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $87.7M | 1.4M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $85.9M | 1.4M | ▼−19% Reduced · −325K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $62.2M | 994K | ▼−4.7% Reduced · −49K sh | Q1 2026 | |
| 21 | Capital Asset Advisory Services LLC | $60.0M | 950K | ▼−2.6% Reduced · −26K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $54.9M | 877K | ▲+6.1% Added · +50K sh | Q1 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $53.0M | 827K | ▲+5.2% Added · +41K sh | Q2 2026 | |
| 24 | Orion Porfolio Solutions, LLC | $49.8M | 795K | ▼−0.9% Reduced · −8K sh | Q1 2026 | |
| 25 | Aprio Wealth Management, LLC | $44.9M | 717K | ▲+1.9% Added · +13K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 197 funds | $30.3B |
| JPMORGAN CHASE & COJPM | 197 funds | $14.3B |
| ALPHABET INC-CL CGOOG | 197 funds | $14.2B |
| EXXON MOBIL CORPXOM | 197 funds | $8.6B |
| APPLE INCAAPL | 196 funds | $43.0B |
| NVIDIA CORPNVDA | 196 funds | $38.9B |
| AMAZON.COM INCAMZN | 196 funds | $22.7B |
| BROADCOM INCAVGO | 196 funds | $14.9B |
| JOHNSON & JOHNSONJNJ | 196 funds | $10.3B |
| ELI LILLY & COLLY | 196 funds | $8.3B |
| WALMART INCWMT | 196 funds | $8.1B |
| COSTCO WHOLESALE CORPCOST | 196 funds | $7.4B |
Ranked by how many of COWZ'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 COWZ. 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.