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/EFAV/capital-change-brief"
Use Arkolith's capital_change_brief for EFAV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $697.3M | 7.6M | ▼−4.6% Reduced · −372K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $359.1M | 3.9M | ▼−1.6% Reduced · −63K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $326.6M | 3.6M | ▼−11% Reduced · −431K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $226.0M | 2.5M | ▲+7.1% Added · +163K sh | Q1 2026 | |
| 5 | Wharton Business Group, LLC | $156.6M | 1.7M | ▼−2.7% Reduced · −48K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.2M | 1.2M | ▲+3.4% Added · +40K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $94.8M | 1.0M | ▲+7.1% Added · +68K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $86.6M | 948K | ▲+5.7% Added · +51K sh | Q1 2026 | |
| 9 | Financial Engines Advisors L.L.C. | $70.2M | 768K | ▼−3.6% Reduced · −29K sh | Q1 2026 | |
| 10 | SECURIAN ASSET MANAGEMENT, INC | $64.2M | 703K | ▼−12% Reduced · −97K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $62.9M | 688K | ▼−2.3% Reduced · −16K sh | Q1 2026 | |
| 12 | UBS Group AG | $62.6M | 685K | ▲+7.9% Added · +50K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $61.4M | 672K | ▲+7.3% Added · +46K sh | Q1 2026 | |
| 14 | SEI INVESTMENTS CO | $61.1M | 669K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $48.6M | 531K | ▲+15% Added · +68K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $45.1M | 494K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 17 | ASSETMARK, INC | $38.4M | 421K | ▼−2.1% Reduced · −9K sh | Q1 2026 | |
| 18 | Creative Planning | $36.6M | 401K | ▲+2.0% Added · +8K sh | Q1 2026 | |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $36.3M | 397K | ▼−11% Reduced · −48K sh | Q1 2026 | |
| 20 | Summit Financial, LLC | $34.2M | 374K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $32.6M | 357K | ▲+2.5% Added · +9K sh | Q1 2026 | |
| 22 | Amundi | $32.1M | 351K | ▼−10% Reduced · −39K sh | Q1 2026 | |
| 23 | ALLIANCEBERNSTEIN L.P. | $27.0M | 313K | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 24 | Facet Wealth, Inc. | $27.5M | 301K | ▲+0.3% Added · +852 sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $27.0M | 296K | ▼−3.5% Reduced · −11K 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 | 158 funds | $29.1B |
| JPMORGAN CHASE & COJPM | 158 funds | $13.1B |
| ELI LILLY & COLLY | 158 funds | $7.9B |
| VISA INC-CLASS A SHARESV | 158 funds | $7.3B |
| COSTCO WHOLESALE CORPCOST | 158 funds | $6.7B |
| CHEVRON CORPCVX | 158 funds | $5.1B |
| MASTERCARD INC - AMA | 158 funds | $4.4B |
| CISCO SYSTEMS INCCSCO | 158 funds | $3.5B |
| APPLE INCAAPL | 157 funds | $38.9B |
| NVIDIA CORPNVDA | 157 funds | $32.1B |
| AMAZON.COM INCAMZN | 157 funds | $20.8B |
| ALPHABET INC-CL CGOOG | 157 funds | $13.8B |
Ranked by how many of EFAV'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 EFAV. 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.