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/ESGD/capital-change-brief"
Use Arkolith's capital_change_brief for ESGD. 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/ | $900.9M | 9.4M | ▼−12% Reduced · −1.3M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $721.0M | 7.8M | ▼−3.7% Reduced · −298K sh | Q1 2026 | |
| 3 | Empower Advisory Group, LLC | $523.4M | 5.5M | ▼−17% Reduced · −1.1M sh | Q1 2026 | |
| 4 | NORTHERN TRUST CORP | $450.5M | 4.7M | ▲~0% Added · +1K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $414.1M | 4.3M | ▼−1.4% Reduced · −62K sh | Q1 2026 | |
| 6 | FMR LLC | $379.9M | 4.0M | ▲+9.6% Added · +348K sh | Q1 2026 | |
| 7 | TIAA Wealth Investment Management LLC | $266.1M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $173.5M | 1.8M | ▲+23% Added · +344K sh | Q1 2026 | |
| 9 | UBS Group AG | $147.9M | 1.5M | ▲+26% Added · +324K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $145.5M | 1.5M | ▼−14% Reduced · −242K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $141.8M | 1.5M | ▲+2.8% Added · +41K sh | Q1 2026 | |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $137.0M | 1.4M | ▲+4.6% Added · +63K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $118.1M | 1.2M | ▲+2.8% Added · +33K sh | Q1 2026 | |
| 14 | Wealthfront Advisers LLC | $115.6M | 1.2M | ▼−3.1% Reduced · −39K sh | Q1 2026 | |
| 15 | FLPUTNAM INVESTMENT MANAGEMENT CO | $106.2M | 1.1M | ▼−16% Reduced · −211K sh | Q1 2026 | |
| 16 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $101.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 17 | SPINNAKER TRUST | $100.2M | 1.0M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $95.9M | 1.0M | ▲+5.4% Added · +52K sh | Q1 2026 | |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | $90.6M | 947K | ▲+15% Added · +121K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $86.8M | 907K | ▲+14% Added · +112K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $81.6M | 853K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 22 | US BANCORP \DE\ | $79.5M | 834K | ▲+13% Added · +95K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $78.4M | 820K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 24 | FIDUCIARY TRUST CO | $61.6M | 644K | ▲+4.4% Added · +27K sh | Q1 2026 | |
| 25 | FIFTH THIRD BANCORP | $59.7M | 624K | ▲+2.2% Added · +14K 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 | 191 funds | $35.6B |
| APPLE INCAAPL | 190 funds | $45.2B |
| NVIDIA CORPNVDA | 190 funds | $39.6B |
| ALPHABET INC-CL CGOOG | 190 funds | $16.5B |
| JPMORGAN CHASE & COJPM | 190 funds | $14.9B |
| AMAZON.COM INCAMZN | 189 funds | $23.8B |
| ALPHABET INC-CL AGOOGL | 189 funds | $22.2B |
| META PLATFORMS INC-CLASS AMETA | 189 funds | $13.4B |
| ELI LILLY & COLLY | 189 funds | $8.9B |
| JOHNSON & JOHNSONJNJ | 189 funds | $8.8B |
| VISA INC-CLASS A SHARESV | 189 funds | $8.1B |
| CHEVRON CORPCVX | 189 funds | $6.1B |
Ranked by how many of ESGD'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 ESGD. 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.