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/ETV/capital-change-brief"
Use Arkolith's capital_change_brief for ETV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $24.7M | 1.8M | ▼−0.5% Reduced · −8K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $23.5M | 1.7M | ▼−4.4% Reduced · −80K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $18.3M | 1.3M | ▲+2.3% Added · +30K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $15.8M | 1.2M | ▲+4.0% Added · +45K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $9.8M | 720K | ▲+2.6% Added · +18K sh | Q1 2026 | |
| 6 | PRINCIPAL SECURITIES, INC. | $8.4M | 616K | ▼−4.3% Reduced · −27K sh | Q1 2026 | |
| 7 | UBS Group AG | $7.2M | 526K | ▲+3.8% Added · +19K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 468K | ▲+55% Added · +165K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $6.2M | 453K | ▲+3.7% Added · +16K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $6.0M | 437K | ▲+0.1% Added · +365 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $5.9M | 431K | ▼−1.7% Reduced · −8K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $5.8M | 424K | ▲+26% Added · +88K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $5.5M | 399K | ▼−14% Reduced · −64K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $5.0M | 362K | ▼−22% Reduced · −101K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $4.6M | 340K | ▲+182% Added · +219K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $4.3M | 317K | ▼−0.2% Reduced · −728 sh | Q1 2026 | |
| 17 | FRANKLIN RESOURCES INC | $4.1M | 298K | ▲+1.4% Added · +4K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 267K | ▲+6.0% Added · +15K sh | Q1 2026 | |
| 19 | Advisors Asset Management, Inc. | $3.4M | 248K | ▲+26% Added · +51K sh | Q1 2026 | |
| 20 | Focus Partners Wealth | $3.3M | 242K | ▲+591% Added · +207K sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $2.7M | 196K | ▲+3.5% Added · +7K sh | Q1 2026 | |
| 22 | Texas Capital Bank Wealth Management Services Inc | $2.2M | 160K | —Held | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $1.7M | 128K | ▲+4.0% Added · +5K sh | Q1 2026 | |
| 24 | IEQ CAPITAL, LLC | $1.5M | 113K | ▼−14% Reduced · −18K sh | Q1 2026 | |
| 25 | Mutual Advisors, LLC | $1.5M | 109K | ▲+0.1% Added · +131 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 | 60 funds | $16.6B |
| MICROSOFT CORPMSFT | 60 funds | $14.0B |
| BROADCOM INCAVGO | 60 funds | $6.8B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $6.6B |
| JOHNSON & JOHNSONJNJ | 60 funds | $3.9B |
| TESLA INCTSLA | 60 funds | $3.2B |
| HOME DEPOT INCHD | 60 funds | $2.5B |
| NETFLIX INCNFLX | 60 funds | $1.9B |
| GENERAL ELECTRICGE | 60 funds | $1.5B |
| INTL BUSINESS MACHINES CORPIBM | 60 funds | $1.4B |
| BLACKROCK INCBLK | 60 funds | $1.0B |
| APPLE INCAAPL | 59 funds | $18.7B |
Ranked by how many of ETV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ETV. 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.