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/FUTY/capital-change-brief"
Use Arkolith's capital_change_brief for FUTY. 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/ | $541.7M | 9.2M | ▲+0.8% Added · +78K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | $99.8M | 1.7M | ▲+23% Added · +317K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $49.9M | 845K | ▲+12% Added · +92K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | $33.7M | 571K | ▼−4.5% Reduced · −27K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $32.6M | 553K | ▲+14% Added · +67K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $28.3M | 478K | ▼−33% Reduced · −233K sh | Q1 2026 | |
| 7 | TRAPHAGEN INVESTMENT ADVISORS LLC | $26.3M | 450K | ▲+13% Added · +52K sh | Q2 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $24.2M | 410K | ▼~0% Reduced · −200 sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $21.7M | 367K | ▲+1.4% Added · +5K sh | Q1 2026 | |
| 10 | Mariner, LLC | $21.5M | 365K | ▲+3.0% Added · +11K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 347K | ▲+19% Added · +56K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $17.5M | 296K | ▲+48% Added · +96K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $16.0M | 271K | ▲+6.5% Added · +16K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $14.8M | 251K | ▲+30% Added · +58K sh | Q1 2026 | |
| 15 | Apollon Wealth Management, LLC | $8.4M | 142K | ▲+8.2% Added · +11K sh | Q1 2026 | |
| 16 | Northside Capital Management, LLC | $7.9M | 135K | ▼−3.2% Reduced · −4K sh | Q2 2026 | |
| 17 | AGF MANAGEMENT LTD | $6.0M | 101K | ▼−52% Reduced · −109K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $5.9M | 101K | ▼−0.1% Reduced · −148 sh | Q1 2026 | |
| 19 | Quadrature Capital Ltd | $5.8M | 98K | ▼−0.2% Reduced · −193 sh | Q1 2026 | |
| 20 | Valmark Advisers, Inc. | $5.4M | 91K | ▲+0.3% Added · +241 sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 76K | ▲+1.1% Added · +832 sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $4.4M | 75K | ▲+5.1% Added · +4K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $4.4M | 74K | ▲+7.1% Added · +5K sh | Q1 2026 | |
| 24 | KINGSWOOD WEALTH ADVISORS, LLC | $3.9M | 65K | ▼−57% Reduced · −85K sh | Q1 2026 | |
| 25 | UBS Group AG | $3.9M | 65K | ▼−33% Reduced · −32K 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 | 77 funds | $16.8B |
| BROADCOM INCAVGO | 77 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 77 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 77 funds | $7.3B |
| VISA INC-CLASS A SHARESV | 77 funds | $4.5B |
| ELI LILLY & COLLY | 77 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 77 funds | $4.2B |
| EXXON MOBIL CORPXOM | 77 funds | $4.0B |
| TESLA INCTSLA | 77 funds | $3.4B |
| CHEVRON CORPCVX | 77 funds | $2.8B |
| PROCTER & GAMBLE CO/THEPG | 77 funds | $2.3B |
| CATERPILLAR INCCAT | 77 funds | $2.3B |
Ranked by how many of FUTY'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 FUTY. 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.