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/ESGU/capital-change-brief"
Use Arkolith's capital_change_brief for ESGU. 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/ | $2.0B | 13.8M | ▲+3.5% Added · +468K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $1.4B | 10.0M | ▼−2.7% Reduced · −282K sh | Q1 2026 | |
| 3 | NORTHERN TRUST CORP | $726.4M | 5.1M | ▼−0.4% Reduced · −22K sh | Q1 2026 | |
| 4 | TIAA Wealth Investment Management LLC | $673.2M | 4.9M | ▲New +4.9M sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $572.3M | 4.0M | ▲+0.8% Added · +31K sh | Q1 2026 | |
| 6 | Wealthfront Advisers LLC | $374.2M | 2.6M | ▲+2.1% Added · +55K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $333.3M | 2.4M | ▲+12% Added · +254K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $296.8M | 2.1M | ▲+8.4% Added · +163K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $252.1M | 1.8M | ▼−32% Reduced · −832K sh | Q1 2026 | |
| 10 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $185.0M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $182.9M | 1.3M | ▼−37% Reduced · −769K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $167.4M | 1.2M | ▲+1.8% Added · +21K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $151.8M | 1.1M | ▲+4.5% Added · +46K sh | Q1 2026 | |
| 14 | FIDUCIARY TRUST CO | $98.6M | 697K | ▲+2.8% Added · +19K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $73.8M | 522K | ▼−1.4% Reduced · −8K sh | Q1 2026 | |
| 16 | Empower Advisory Group, LLC | $71.2M | 504K | ▼−34% Reduced · −258K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $52.3M | 370K | ▼−1.8% Reduced · −7K sh | Q1 2026 | |
| 18 | Composition Wealth, LLC | $48.7M | 345K | ▲+10% Added · +31K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $48.4M | 342K | ▼−5.4% Reduced · −20K sh | Q1 2026 | |
| 20 | Clearstead Advisors, LLC | $47.8M | 338K | ▲130× Added · +335K sh | Q1 2026 | |
| 21 | Envestnet Portfolio Solutions, Inc. | $46.8M | 331K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $46.0M | 325K | ▲+6.1% Added · +19K sh | Q1 2026 | |
| 23 | Creative Planning | $44.3M | 313K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 24 | CITIGROUP INC | $42.7M | 302K | ▼−34% Reduced · −159K sh | Q1 2026 | |
| 25 | UBS Group AG | $42.4M | 300K | ▲+1.7% Added · +5K 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 | 195 funds | $140.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 195 funds | $14.1B |
| APPLE INCAAPL | 194 funds | $111.5B |
| MICROSOFT CORPMSFT | 194 funds | $103.5B |
| VISA INC-CLASS A SHARESV | 194 funds | $26.3B |
| VANGUARD S&P 500 ETFVOO | 194 funds | $22.1B |
| AMAZON.COM INCAMZN | 193 funds | $73.3B |
| COSTCO WHOLESALE CORPCOST | 193 funds | $17.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 193 funds | $16.6B |
| BROADCOM INCAVGO | 192 funds | $53.6B |
| ALPHABET INC-CL CGOOG | 192 funds | $43.3B |
| META PLATFORMS INC-CLASS AMETA | 192 funds | $40.9B |
Ranked by how many of ESGU'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 ESGU. 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.