| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $174.8M | 4.0M | ▼−2.0% Reduced · −81K sh | Q1 2026 | |
| 2 | SigFig Wealth Management, LLC | $144.5M | 3.3M | ▲+3.2% Added · +104K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $131.7M | 3.0M | ▲+7.3% Added · +208K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $88.9M | 2.1M | ▲+2.3% Added · +45K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $64.8M | 1.5M | ▲+81% Added · +672K sh | Q1 2026 | |
| 6 | Arvest Bank Trust Division | $49.0M | 1.1M | ▼−0.8% Reduced · −9K sh | Q1 2026 | |
| 7 | HB Wealth Management, LLC | $40.6M | 940K | ▼−5.9% Reduced · −59K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $34.9M | 809K | ▲+18% Added · +124K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $29.1M | 673K | ▲+14% Added · +84K sh | Q1 2026 | |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $23.9M | 553K | ▲+90% Added · +262K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $21.0M | 486K | ▲+56% Added · +174K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $18.5M | 427K | ▲+3.6% Added · +15K sh | Q1 2026 | |
| 13 | FIRST FOUNDATION ADVISORS | $17.6M | 407K | ▲+9.4% Added · +35K sh | Q1 2026 | |
| 14 | Envestnet Portfolio Solutions, Inc. | $20.5M | 394K | ▲+82% Added · +178K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $15.3M | 355K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $15.0M | 347K | ▲+4.5% Added · +15K sh | Q1 2026 | |
| 17 | UBS Group AG | $13.2M | 305K | ▲+3.9% Added · +11K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 272K | ▲+52% Added · +93K sh | Q1 2026 | |
| 19 | Apella Capital, LLC | $12.0M | 239K | ▼−3.1% Reduced · −8K sh | Q2 2026 | |
| 20 | Sanctuary Advisors, LLC | $9.8M | 227K | ▼−13% Reduced · −35K sh | Q1 2026 | |
| 21 | Strategic Financial Services, Inc. | $9.6M | 222K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 22 | ELEVATION POINT WEALTH PARTNERS, LLC | $9.2M | 214K | ▲+41% Added · +62K sh | Q1 2026 | |
| 23 | Vestmark Advisory Solutions, Inc. | $9.0M | 209K | ▲+15% Added · +28K sh | Q1 2026 | |
| 24 | SPINNAKER TRUST | $8.4M | 193K | ▼−2.3% Reduced · −5K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $7.1M | 165K | ▲+11% Added · +17K 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 | 62 funds | $20.4B |
| ISHARES CORE S&P 500 ETFIVV | 62 funds | $18.9B |
| MICROSOFT CORPMSFT | 62 funds | $16.2B |
| ALPHABET INC-CL AGOOGL | 62 funds | $10.6B |
| BROADCOM INCAVGO | 62 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 62 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 62 funds | $7.2B |
| JOHNSON & JOHNSONJNJ | 62 funds | $4.4B |
| ELI LILLY & COLLY | 62 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 62 funds | $4.1B |
| VISA INC-CLASS A SHARESV | 62 funds | $4.0B |
| EXXON MOBIL CORPXOM | 62 funds | $3.9B |
Ranked by how many of GEM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/GEM/capital-change-brief"
Use Arkolith's capital_change_brief for GEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.