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/GAUG/capital-change-brief"
Use Arkolith's capital_change_brief for GAUG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arax Advisory Partners | $30.6M | 790K | ▲New +790K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $11.2M | 290K | ▼−17% Reduced · −60K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $11.2M | 289K | ▼−48% Reduced · −263K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $9.1M | 236K | ▲+15% Added · +30K sh | Q1 2026 | |
| 5 | Americana Partners, LLC | $6.1M | 158K | ▼−27% Reduced · −58K sh | Q1 2026 | |
| 6 | MILESTONE ASSET MANAGEMENT, LLC | $6.2M | 149K | ▲+3.5% Added · +5K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $4.8M | 123K | ▼−0.4% Reduced · −540 sh | Q1 2026 | |
| 8 | LPL Financial LLC | $4.3M | 112K | ▼−0.6% Reduced · −699 sh | Q1 2026 | |
| 9 | MAI Capital Management | $3.1M | 80K | ▼−27% Reduced · −30K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $3.0M | 79K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 58K | ▼−25% Reduced · −19K sh | Q1 2026 | |
| 12 | CITY HOLDING CO | $2.3M | 56K | ▼−17% Reduced · −11K sh | Q2 2026 | |
| 13 | Sage Capital Advisors,llc | $2.3M | 55K | ▼−0.1% Reduced · −40 sh | Q2 2026 | |
| 14 | MGO ONE SEVEN LLC | $1.9M | 49K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.9M | 48K | ▼−4.6% Reduced · −2K sh | Q1 2026 | |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $1.9M | 47K | ▼−0.9% Reduced · −414 sh | Q2 2026 | |
| 17 | WealthPlan Investment Management, LLC | $1.6M | 41K | ▼−10% Reduced · −5K sh | Q1 2026 | |
| 18 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $1.4M | 35K | —Held | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 32K | ▲+119% Added · +18K sh | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $1.1M | 29K | ▲+223% Added · +20K sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | $1.1M | 28K | —Held | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $1.0M | 26K | ▼−0.3% Reduced · −87 sh | Q1 2026 | |
| 23 | Kovack Advisors, Inc. | $905K | 23K | ▼−1.9% Reduced · −446 sh | Q1 2026 | |
| 24 | CreativeOne Wealth, LLC | $861K | 22K | —Held | Q1 2026 | |
| 25 | CENTAURUS FINANCIAL, INC. | $822K | 21K | ▼−6.3% Reduced · −1K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $10.3B |
| NVIDIA CORPNVDA | 34 funds | $6.6B |
| MICROSOFT CORPMSFT | 34 funds | $6.0B |
| VANGUARD S&P 500 ETFVOO | 34 funds | $5.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 34 funds | $3.9B |
| VANGUARD GROWTH ETFVUG | 34 funds | $3.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 34 funds | $3.0B |
| VANGUARD VALUE ETFVTV | 34 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 34 funds | $2.8B |
| BROADCOM INCAVGO | 34 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $2.3B |
Ranked by how many of GAUG'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 GAUG. 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.