This stock 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/GII/capital-change-brief"
Use Arkolith's capital_change_brief for GII. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | $57.9M | 762K | ▲+104% Added · +389K sh | Q1 2026 | |
| 2 | Wealth Architects, LLC | $49.6M | 653K | ▲+1.3% Added · +8K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $38.3M | 504K | ▼−2.1% Reduced · −11K sh | Q1 2026 | |
| 4 | Mariner, LLC | $24.7M | 325K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 5 | Wharton Business Group, LLC | $19.4M | 255K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 6 | TOWER TRUST & INVESTMENT Co | $14.2M | 188K | ▼−2.0% Reduced · −4K sh | Q2 2026 | |
| 7 | Baker Avenue Asset Management, LP | $11.9M | 156K | ▲+5.0% Added · +7K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $10.8M | 142K | ▲+175% Added · +91K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $10.4M | 137K | ▲+63% Added · +53K sh | Q1 2026 | |
| 10 | Clark Capital Management Group, Inc. | $6.8M | 90K | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $5.9M | 77K | ▲+42% Added · +23K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 75K | ▲+19% Added · +12K sh | Q1 2026 | |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | $5.6M | 73K | ▲+18% Added · +11K sh | Q1 2026 | |
| 14 | CIBC WORLD MARKET INC. | $5.3M | 69K | ▲+152% Added · +42K sh | Q1 2026 | |
| 15 | MAI Capital Management | $4.8M | 63K | ▲+35% Added · +16K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $4.4M | 58K | ▲+6.8% Added · +4K sh | Q1 2026 | |
| 17 | SCOTIA CAPITAL INC. | $4.3M | 56K | ▼−6.0% Reduced · −4K sh | Q1 2026 | |
| 18 | OXFORD FINANCIAL GROUP, LTD. LLC | $4.1M | 54K | ▼−2.8% Reduced · −2K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $3.5M | 46K | ▲+78% Added · +20K sh | Q1 2026 | |
| 20 | FMR LLC | $3.5M | 46K | ▲+6.2% Added · +3K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $3.4M | 44K | ▼−5.6% Reduced · −3K sh | Q1 2026 | |
| 22 | Sequoia Financial Advisors, LLC | $3.3M | 44K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 23 | D.A. DAVIDSON & CO. | $3.2M | 43K | ▲+0.6% Added · +251 sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $3.2M | 42K | ▲+19% Added · +7K sh | Q1 2026 | |
| 25 | Rathbones Group PLC | $3.2M | 41K | ▲+0.3% Added · +127 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $13.5B |
| MICROSOFT CORPMSFT | 38 funds | $12.5B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 38 funds | $8.1B |
| JPMORGAN CHASE & COJPM | 38 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 38 funds | $5.3B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 38 funds | $4.6B |
| VANGUARD VALUE ETFVTV | 38 funds | $4.2B |
| VISA INC-CLASS A SHARESV | 38 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 38 funds | $3.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 38 funds | $3.2B |
Ranked by how many of GII'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GII. 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.