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/FLV/capital-change-brief"
Use Arkolith's capital_change_brief for FLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $91.5M | 1.2M | ▲+18% Added · +183K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $49.4M | 644K | ▲+3.2% Added · +20K sh | Q1 2026 | |
| 3 | Creative Planning | $40.4M | 526K | ▼−1.1% Reduced · −6K sh | Q1 2026 | |
| 4 | Koenig Investment Advisory, LLC | $18.7M | 230K | ▲+12% Added · +25K sh | Q2 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $9.8M | 128K | ▲+207% Added · +87K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 66K | ▲+0.3% Added · +207 sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | $4.6M | 60K | ▲+13% Added · +7K sh | Q1 2026 | |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.1M | 54K | ▼−0.1% Reduced · −65 sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $3.7M | 49K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $3.4M | 44K | ▼−7.9% Reduced · −4K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $3.1M | 41K | ▼−24% Reduced · −13K sh | Q1 2026 | |
| 12 | Pine Valley Investments Ltd Liability Co | $2.4M | 32K | ▼−7.9% Reduced · −3K sh | Q1 2026 | |
| 13 | UBS Group AG | $2.4M | 31K | ▲+157% Added · +19K sh | Q1 2026 | |
| 14 | CPA Asset Management Group, LLC | $1.6M | 19K | ▼−85% Reduced · −108K sh | Q2 2026 | |
| 15 | Allen Capital Group, LLC | $1.4M | 19K | ▲+4.9% Added · +872 sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 19K | ▲+39% Added · +5K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $866K | 11K | ▲+9.9% Added · +1K sh | Q1 2026 | |
| 18 | Dominguez Wealth Management Solutions, Inc. | $673K | 8K | ▼−0.3% Reduced · −22 sh | Q2 2026 | |
| 19 | DAVENPORT & Co LLC | $667K | 8K | ▲+18% Added · +1K sh | Q2 2026 | |
| 20 | J.W. COLE ADVISORS, INC. | $583K | 8K | ▲New +8K sh | Q1 2026 | |
| 21 | ORRSTOWN FINANCIAL SERVICES INC | $604K | 7K | —Held | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $497K | 6K | ▲New +6K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $384K | 5K | ▲New +5K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $372K | 5K | ▲+28% Added · +1K sh | Q1 2026 | |
| 25 | Peak Planning Group, LLC | $343K | 4K | ▼−1.0% Reduced · −45 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 | 8 funds | $6.0B |
| APPLE INCAAPL | 8 funds | $4.9B |
| AMAZON.COM INCAMZN | 8 funds | $3.7B |
| MICROSOFT CORPMSFT | 8 funds | $3.1B |
| VANGUARD VALUE ETFVTV | 8 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 8 funds | $2.3B |
| BROADCOM INCAVGO | 8 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 8 funds | $1.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $1.7B |
Ranked by how many of FLV'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 FLV. 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.