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/EMHY/capital-change-brief"
Use Arkolith's capital_change_brief for EMHY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $53.9M | 1.4M | ▲+9.5% Added · +119K sh | Q1 2026 | |
| 2 | Sound Income Strategies, LLC | $38.7M | 984K | ▼−2.3% Reduced · −23K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $37.4M | 948K | ▲+22% Added · +174K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $29.9M | 760K | ▲+57% Added · +277K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $28.0M | 711K | ▲+45% Added · +219K sh | Q1 2026 | |
| 6 | Summit Financial, LLC | $12.6M | 319K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $11.1M | 282K | ▼−14% Reduced · −48K sh | Q1 2026 | |
| 8 | Bank Julius Baer & Co. Ltd, Zurich | $9.8M | 249K | ▼−0.2% Reduced · −569 sh | Q1 2026 | |
| 9 | Vontobel Holding Ltd. | $7.9M | 200K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $7.1M | 180K | ▼−4.2% Reduced · −8K sh | Q1 2026 | |
| 11 | Systelligence, LLC | $4.5M | 110K | ▲New +110K sh | Q2 2026 | |
| 12 | AE Wealth Management LLC | $4.0M | 102K | ▲+5.6% Added · +5K sh | Q1 2026 | |
| 13 | Mariner, LLC | $3.7M | 94K | ▼−44% Reduced · −74K sh | Q1 2026 | |
| 14 | UBS Group AG | $3.4M | 87K | ▼−36% Reduced · −49K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $3.1M | 80K | ▼−29% Reduced · −33K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 63K | ▼−75% Reduced · −184K sh | Q1 2026 | |
| 17 | HSBC HOLDINGS PLC | $2.4M | 60K | ▼−61% Reduced · −93K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 57K | ▲+408% Added · +46K sh | Q1 2026 | |
| 19 | Kensington Asset Management, LLC | $2.2M | 57K | ▲+5.9% Added · +3K sh | Q1 2026 | |
| 20 | FOCUS Wealth Advisors, LLC | $2.1M | 53K | ▲+3.2% Added · +2K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | $1.8M | 45K | ▲+359% Added · +36K sh | Q1 2026 | |
| 22 | Tidal Investments LLC | $1.8M | 45K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $1.6M | 42K | ▲New +42K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $1.6M | 41K | ▲+82% Added · +18K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.6M | 41K | ▼−3.5% Reduced · −1K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $17.1B |
| MICROSOFT CORPMSFT | 37 funds | $13.9B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $13.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $7.6B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 37 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 37 funds | $4.6B |
| ELI LILLY & COLLY | 37 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 37 funds | $3.9B |
| VISA INC-CLASS A SHARESV | 37 funds | $3.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 37 funds | $3.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 37 funds | $3.6B |
Ranked by how many of EMHY'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 EMHY. 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.