This stock 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/CWI/capital-change-brief"
Use Arkolith's capital_change_brief for CWI. 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/ | $323.3M | 8.8M | ▼−15% Reduced · −1.5M sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $167.6M | 4.6M | ▲+2.6% Added · +117K sh | Q1 2026 | |
| 3 | Merit Financial Group, LLC | $127.6M | 3.5M | ▲+9.5% Added · +303K sh | Q1 2026 | |
| 4 | Mirae Asset Global Investments Co., Ltd. | $119.3M | 3.3M | ▲+164% Added · +2.0M sh | Q1 2026 | |
| 5 | Avantax Planning Partners, Inc. | $84.2M | 2.3M | ▲+1.6% Added · +36K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $65.7M | 1.8M | ▲+2.3% Added · +41K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $61.3M | 1.7M | ▲+1.8% Added · +29K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $58.5M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 9 | GLOBALT Investments LLC / GA | $54.0M | 1.5M | ▲+4.5% Added · +64K sh | Q1 2026 | |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | $49.4M | 1.2M | ▲+2.2% Added · +27K sh | Q2 2026 | |
| 11 | TRUIST FINANCIAL CORP | $37.4M | 1.0M | ▲+17% Added · +150K sh | Q1 2026 | |
| 12 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.0M | 861K | ▼−2.1% Reduced · −19K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $29.9M | 817K | ▲+29% Added · +186K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $26.9M | 736K | ▲+21% Added · +128K sh | Q1 2026 | |
| 15 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $26.1M | 642K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 16 | Forvis Mazars Wealth Advisors, LLC | $23.3M | 637K | ▼−5.5% Reduced · −37K sh | Q1 2026 | |
| 17 | Jacobi Capital Management LLC | $22.6M | 617K | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $21.8M | 596K | ▲+2.5% Added · +14K sh | Q1 2026 | |
| 19 | Gerber Kawasaki Wealth & Investment Management | $16.4M | 448K | ▲+3.5% Added · +15K sh | Q1 2026 | |
| 20 | Focus Partners Advisor Solutions, LLC | $16.2M | 442K | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 21 | Wilmington Savings Fund Society, FSB | $15.6M | 426K | ▼−1.3% Reduced · −5K sh | Q1 2026 | |
| 22 | Sequoia Financial Advisors, LLC | $13.4M | 366K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $13.3M | 364K | ▲+0.2% Added · +902 sh | Q1 2026 | |
| 24 | HUNTINGTON NATIONAL BANK | $13.0M | 355K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 25 | Mill Creek Capital Advisors, LLC | $12.7M | 348K | ▲+2.3% Added · +8K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 91 funds | $21.9B |
| APPLE INCAAPL | 90 funds | $26.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 90 funds | $16.7B |
| ALPHABET INC-CL AGOOGL | 90 funds | $12.7B |
| BROADCOM INCAVGO | 90 funds | $9.1B |
| EXXON MOBIL CORPXOM | 90 funds | $5.4B |
| AMAZON.COM INCAMZN | 89 funds | $14.2B |
| ALPHABET INC-CL CGOOG | 89 funds | $9.7B |
| JPMORGAN CHASE & COJPM | 89 funds | $9.3B |
| ABBVIE INCABBV | 89 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 88 funds | $29.7B |
| MICROSOFT CORPMSFT | 88 funds | $19.8B |
Ranked by how many of CWI'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWI. 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.