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/EFV/capital-change-brief"
Use Arkolith's capital_change_brief for EFV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $4.4B | 59.7M | ▲+13% Added · +6.8M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $1.6B | 20.8M | ▲+6.7% Added · +1.3M sh | Q1 2026 | |
| 3 | FMR LLC | $1.3B | 17.0M | ▼−0.3% Reduced · −47K sh | Q1 2026 | |
| 4 | US BANCORP \DE\ | $1.0B | 14.0M | ▼−1.6% Reduced · −233K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $969.7M | 13.4M | ▲+0.8% Added · +110K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $889.8M | 12.0M | ▼−0.1% Reduced · −18K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $769.0M | 10.3M | ▲+7.7% Added · +737K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $536.1M | 7.4M | ▲+9.9% Added · +671K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $511.9M | 6.9M | ▲+35% Added · +1.8M sh | Q1 2026 | |
| 10 | Auto-Owners Insurance Co | $341.1M | 4.6M | —Held | Q1 2026 | |
| 11 | Envestnet Portfolio Solutions, Inc. | $315.5M | 4.2M | ▼−43% Reduced · −3.2M sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $292.7M | 3.9M | ▼−12% Reduced · −544K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $291.1M | 3.9M | ▲+0.5% Added · +21K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $273.0M | 3.8M | ▼−15% Reduced · −677K sh | Q1 2026 | |
| 15 | Dynasty Wealth Management, LLC | $261.9M | 3.5M | ▲+299% Added · +2.6M sh | Q1 2026 | |
| 16 | UBS Group AG | $240.6M | 3.2M | ▲+9.8% Added · +289K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $226.4M | 3.0M | ▲+2.9% Added · +86K sh | Q1 2026 | |
| 18 | CWM, LLC | $225.3M | 3.0M | ▼−45% Reduced · −2.5M sh | Q1 2026 | |
| 19 | RiverFront Investment Group, LLC | $208.4M | 2.8M | ▲+9.4% Added · +242K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $201.9M | 2.7M | ▲+1.5% Added · +41K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $200.7M | 2.7M | ▼−14% Reduced · −421K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $187.8M | 2.5M | ▼−3.1% Reduced · −80K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $184.5M | 2.5M | ▲+3.6% Added · +87K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $181.7M | 2.4M | ▲+20% Added · +408K sh | Q1 2026 | |
| 25 | Hamilton Capital, LLC | $178.2M | 2.4M | ▼−28% Reduced · −943K 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 | 243 funds | $114.9B |
| ALPHABET INC-CL CGOOG | 243 funds | $49.9B |
| ALPHABET INC-CL AGOOGL | 241 funds | $72.6B |
| NVIDIA CORPNVDA | 239 funds | $158.1B |
| APPLE INCAAPL | 239 funds | $122.9B |
| AMAZON.COM INCAMZN | 239 funds | $84.6B |
| META PLATFORMS INC-CLASS AMETA | 238 funds | $48.6B |
| EXXON MOBIL CORPXOM | 238 funds | $27.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 238 funds | $19.8B |
| CHEVRON CORPCVX | 238 funds | $17.4B |
| HOME DEPOT INCHD | 238 funds | $16.5B |
| JPMORGAN CHASE & COJPM | 237 funds | $32.9B |
Ranked by how many of EFV'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 EFV. 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.