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/EQAL/capital-change-brief"
Use Arkolith's capital_change_brief for EQAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | $255.8M | 4.6M | ▼−0.3% Reduced · −14K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $22.0M | 399K | ▲+54% Added · +140K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $12.4M | 226K | ▲+11% Added · +23K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $10.9M | 197K | ▲+27% Added · +42K sh | Q1 2026 | |
| 5 | UBS Group AG | $7.1M | 128K | ▲+66% Added · +51K sh | Q1 2026 | |
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | $7.1M | 128K | ▼−5.8% Reduced · −8K sh | Q1 2026 | |
| 7 | Geneos Wealth Management Inc. | $5.7M | 104K | ▲+25% Added · +21K sh | Q1 2026 | |
| 8 | Wick Capital Partners, LLC | $4.6M | 83K | ▲+0.1% Added · +68 sh | Q1 2026 | |
| 9 | Empowered Funds, LLC | $2.8M | 51K | ▲+310% Added · +38K sh | Q1 2026 | |
| 10 | Arkadios Wealth Advisors | $2.8M | 50K | ▼−0.9% Reduced · −475 sh | Q1 2026 | |
| 11 | Longview Financial Advisors, Inc. | $2.6M | 44K | ▲~0% Added · +4 sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 42K | ▲+17% Added · +6K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.1M | 38K | ▲+8.8% Added · +3K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $1.9M | 34K | ▼−0.3% Reduced · −97 sh | Q1 2026 | |
| 15 | Sanctuary Advisors, LLC | $1.9M | 34K | ▲+276% Added · +25K sh | Q1 2026 | |
| 16 | Friedenthal Financial | $1.7M | 29K | ▲+0.1% Added · +25 sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 25K | ▲+18% Added · +4K sh | Q1 2026 | |
| 18 | Cerity Partners LLC | $1.3M | 24K | —Held | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $1.1M | 20K | ▲+3.3% Added · +642 sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $1.1M | 20K | ▼−21% Reduced · −5K sh | Q1 2026 | |
| 21 | DIVERSIFIED MANAGEMENT INC | $1.1M | 19K | ▲+0.4% Added · +79 sh | Q2 2026 | |
| 22 | Breakwater Capital Group | $1.1M | 19K | ▲+13% Added · +2K sh | Q2 2026 | |
| 23 | Creative Planning | $953K | 17K | ▼−3.1% Reduced · −561 sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $810K | 15K | ▼−0.7% Reduced · −104 sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $807K | 15K | ▲+62% Added · +6K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $9.4B |
| MICROSOFT CORPMSFT | 18 funds | $7.3B |
| NVIDIA CORPNVDA | 18 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 18 funds | $4.7B |
| VANGUARD S&P 500 ETFVOO | 18 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 18 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 18 funds | $3.2B |
| BROADCOM INCAVGO | 18 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $2.7B |
| VANGUARD VALUE ETFVTV | 18 funds | $2.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 18 funds | $2.2B |
Ranked by how many of EQAL'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 EQAL. 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.