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/GDEC/capital-change-brief"
Use Arkolith's capital_change_brief for GDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | $41.3M | 1.1M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $18.1M | 489K | ▲+3.0% Added · +14K sh | Q1 2026 | |
| 3 | Ausdal Financial Partners, Inc. | $14.5M | 392K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $9.5M | 257K | ▼−37% Reduced · −149K sh | Q1 2026 | |
| 5 | HARBOUR INVESTMENTS, INC. | $6.6M | 179K | ▲+15% Added · +23K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 166K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $5.3M | 144K | ▼−16% Reduced · −27K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $5.1M | 137K | ▲+46% Added · +43K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $4.8M | 129K | ▼−3.6% Reduced · −5K sh | Q1 2026 | |
| 10 | Gladstone Institutional Advisory LLC | $4.4M | 120K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 89K | ▼−83% Reduced · −433K sh | Q1 2026 | |
| 12 | Americana Partners, LLC | $3.2M | 87K | ▼−31% Reduced · −39K sh | Q1 2026 | |
| 13 | BECK CAPITAL MANAGEMENT, LLC | $2.6M | 70K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 14 | US BANCORP \DE\ | $1.9M | 50K | ▲+27% Added · +11K sh | Q1 2026 | |
| 15 | Concurrent Investment Advisors, LLC | $1.6M | 42K | ▲+65% Added · +17K sh | Q1 2026 | |
| 16 | Clearstead Advisors, LLC | $1.5M | 39K | —Held | Q1 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $1.3M | 36K | ▲+23% Added · +7K sh | Q1 2026 | |
| 18 | MGO ONE SEVEN LLC | $1.3M | 36K | ▲+1.1% Added · +375 sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $121K | 35K | ▼−1.4% Reduced · −500 sh | Q2 2026 | |
| 20 | MAI Capital Management | $1.2M | 32K | ▼−9.4% Reduced · −3K sh | Q1 2026 | |
| 21 | NorthCrest Asset Manangement, LLC | $1.3M | 32K | —Held | Q2 2026 | |
| 22 | NewEdge Advisors, LLC | $1.1M | 30K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 23 | Avidian Wealth Enterprises, LLC | $964K | 26K | —Held | Q1 2026 | |
| 24 | Arkadios Wealth Advisors | $934K | 25K | ▲+16% Added · +3K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $813K | 22K | ▼−70% Reduced · −51K 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 | 39 funds | $11.6B |
| NVIDIA CORPNVDA | 39 funds | $8.0B |
| VANGUARD S&P 500 ETFVOO | 39 funds | $7.3B |
| MICROSOFT CORPMSFT | 39 funds | $7.0B |
| ALPHABET INC-CL AGOOGL | 39 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $4.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 39 funds | $3.6B |
| ISHARES CORE MSCI EMERGINGIEMG | 39 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 39 funds | $3.2B |
| BROADCOM INCAVGO | 39 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $2.9B |
| VANGUARD VALUE ETFVTV | 39 funds | $2.9B |
Ranked by how many of GDEC'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 GDEC. 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.