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/ESGV/capital-change-brief"
Use Arkolith's capital_change_brief for ESGV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD ADVISERS INC | $415.4M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 2 | Wealthfront Advisers LLC | $201.0M | 1.8M | ▲+14% Added · +215K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $188.7M | 1.7M | ▼~0% Reduced · −387 sh | Q1 2026 | |
| 4 | Creative Planning | $163.7M | 1.5M | ▲+8.4% Added · +113K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $74.6M | 665K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $64.9M | 578K | ▲+2.2% Added · +12K sh | Q1 2026 | |
| 7 | Stanich Group LLC | $72.9M | 551K | ▲+4.5% Added · +24K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $51.6M | 459K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | $48.1M | 429K | ▲+3.6% Added · +15K sh | Q1 2026 | |
| 10 | Apella Capital, LLC | $54.9M | 415K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 11 | SCS Capital Management LLC | $43.8M | 391K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 12 | Facet Wealth, Inc. | $40.3M | 359K | ▼−3.7% Reduced · −14K sh | Q1 2026 | |
| 13 | Platt Investment Counsel, LLC | $46.1M | 349K | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 14 | MATHER GROUP, LLC. | $32.6M | 290K | ▲+2.0% Added · +6K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $29.0M | 266K | ▲+16% Added · +37K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $29.2M | 261K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 17 | UBS Group AG | $28.9M | 257K | ▼−3.2% Reduced · −8K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $28.6M | 255K | ▼−1.7% Reduced · −4K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $27.7M | 247K | ▼−19% Reduced · −57K sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $27.3M | 243K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $27.0M | 241K | ▲+31% Added · +57K sh | Q1 2026 | |
| 22 | Garde Capital, Inc. | $26.7M | 238K | ▲+2.6% Added · +6K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $25.5M | 227K | ▼−0.3% Reduced · −579 sh | Q1 2026 | |
| 24 | BANK OF MONTREAL /CAN/ | $21.4M | 190K | ▲+0.4% Added · +693 sh | Q1 2026 | |
| 25 | Gemmer Asset Management LLC | $24.2M | 183K | ▼−0.1% Reduced · −284 sh | Q2 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 | 180 funds | $33.6B |
| ALPHABET INC-CL AGOOGL | 180 funds | $21.6B |
| ALPHABET INC-CL CGOOG | 180 funds | $16.5B |
| JPMORGAN CHASE & COJPM | 180 funds | $13.9B |
| META PLATFORMS INC-CLASS AMETA | 180 funds | $12.0B |
| JOHNSON & JOHNSONJNJ | 180 funds | $9.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 179 funds | $25.4B |
| AMAZON.COM INCAMZN | 179 funds | $22.3B |
| ELI LILLY & COLLY | 179 funds | $9.3B |
| VISA INC-CLASS A SHARESV | 179 funds | $8.2B |
| WALMART INCWMT | 179 funds | $7.5B |
| APPLE INCAAPL | 178 funds | $41.8B |
Ranked by how many of ESGV'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 ESGV. 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.