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/FV/capital-change-brief"
Use Arkolith's capital_change_brief for FV. 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 | $338.0M | 5.6M | ▼−1.4% Reduced · −82K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $194.8M | 3.2M | ▼−13% Reduced · −466K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $187.4M | 3.1M | ▼−25% Reduced · −1.1M sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $111.7M | 1.8M | ▼−21% Reduced · −482K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $107.7M | 1.8M | ▼−15% Reduced · −302K sh | Q1 2026 | |
| 6 | UBS Group AG | $75.8M | 1.3M | ▼−1.9% Reduced · −24K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $71.4M | 1.2M | ▼−6.4% Reduced · −81K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $45.8M | 758K | ▼−9.0% Reduced · −75K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $43.6M | 721K | ▼−6.5% Reduced · −50K sh | Q1 2026 | |
| 10 | Prospera Financial Services Inc | $45.2M | 596K | ▼−5.6% Reduced · −36K sh | Q2 2026 | |
| 11 | Concurrent Investment Advisors, LLC | $34.0M | 562K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $33.2M | 550K | ▼−41% Reduced · −380K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $25.5M | 423K | ▼−4.0% Reduced · −18K sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $25.1M | 416K | ▲+3.8% Added · +15K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $24.4M | 404K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 16 | D.A. DAVIDSON & CO. | $24.1M | 399K | ▼−2.2% Reduced · −9K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $23.5M | 389K | ▲+23% Added · +72K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $20.9M | 346K | ▲+23% Added · +64K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $20.7M | 343K | ▼−18% Reduced · −76K sh | Q1 2026 | |
| 20 | BENJAMIN EDWARDS INC | $18.5M | 305K | ▲+115% Added · +163K sh | Q1 2026 | |
| 21 | Geneos Wealth Management Inc. | $14.7M | 244K | ▼−2.7% Reduced · −7K sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $14.6M | 242K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 23 | CWM, LLC | $14.5M | 239K | ▼−10% Reduced · −28K sh | Q1 2026 | |
| 24 | Gateway Wealth Partners, LLC | $13.0M | 215K | ▲+99% Added · +107K sh | Q1 2026 | |
| 25 | Regal Investment Advisors LLC | $10.5M | 174K | ▲+2.6% Added · +4K 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 114 funds | $12.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 114 funds | $7.8B |
| NVIDIA CORPNVDA | 113 funds | $26.2B |
| MICROSOFT CORPMSFT | 113 funds | $21.5B |
| JPMORGAN CHASE & COJPM | 113 funds | $10.3B |
| ALPHABET INC-CL CGOOG | 113 funds | $9.7B |
| META PLATFORMS INC-CLASS AMETA | 113 funds | $9.3B |
| VANGUARD VALUE ETFVTV | 113 funds | $6.6B |
| JOHNSON & JOHNSONJNJ | 113 funds | $6.2B |
| EXXON MOBIL CORPXOM | 113 funds | $5.9B |
| ELI LILLY & COLLY | 113 funds | $5.8B |
| WALMART INCWMT | 113 funds | $5.7B |
Ranked by how many of FV'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 FV. 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.