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/GSEW/capital-change-brief"
Use Arkolith's capital_change_brief for GSEW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $101.6M | 1.2M | ▼−0.9% Reduced · −11K sh | Q1 2026 | |
| 2 | Members Trust Co | $92.0M | 1.1M | ▼−1.6% Reduced · −18K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $72.9M | 861K | ▼−7.1% Reduced · −66K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $53.6M | 634K | ▲+13% Added · +71K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $53.2M | 629K | ▼−17% Reduced · −127K sh | Q1 2026 | |
| 6 | Aptus Capital Advisors, LLC | $46.0M | 543K | ▼−7.7% Reduced · −45K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $34.4M | 408K | ▲+0.1% Added · +597 sh | Q1 2026 | |
| 8 | LPL Financial LLC | $33.9M | 400K | ▼−10% Reduced · −45K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $33.1M | 391K | ▲+35% Added · +101K sh | Q1 2026 | |
| 10 | GUARDIAN WEALTH ADVISORS, LLC / NC | $25.1M | 297K | ▼−4.8% Reduced · −15K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 242K | ▲23× Added · +231K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.9M | 235K | ▲+14% Added · +29K sh | Q1 2026 | |
| 13 | OneDigital Investment Advisors LLC | $18.7M | 221K | ▼−29% Reduced · −91K sh | Q1 2026 | |
| 14 | IFP Advisors, Inc | $18.5M | 219K | ▲+3.5% Added · +7K sh | Q1 2026 | |
| 15 | QUEST INVESTMENT MANAGEMENT LLC | $12.8M | 152K | ▲+9.5% Added · +13K sh | Q1 2026 | |
| 16 | CoreCap Advisors, LLC | $12.5M | 147K | ▲+7.1% Added · +10K sh | Q1 2026 | |
| 17 | Lineweaver Wealth Advisors, LLC | $12.0M | 127K | ▲+41% Added · +37K sh | Q2 2026 | |
| 18 | UBS Group AG | $10.5M | 124K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $9.1M | 108K | ▲+15% Added · +14K sh | Q1 2026 | |
| 20 | Rockefeller Capital Management L.P. | $8.9M | 105K | ▲+4.7% Added · +5K sh | Q1 2026 | |
| 21 | Envestnet Portfolio Solutions, Inc. | $8.5M | 101K | ▼−5.8% Reduced · −6K sh | Q1 2026 | |
| 22 | Perigon Wealth Management, LLC | $7.6M | 90K | ▲+3.6% Added · +3K sh | Q1 2026 | |
| 23 | Creative Planning | $7.5M | 89K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 87K | ▲+29% Added · +20K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $7.1M | 84K | ▼−11% Reduced · −11K 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 | 53 funds | $12.9B |
| MICROSOFT CORPMSFT | 53 funds | $11.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 53 funds | $7.7B |
| VANGUARD S&P 500 ETFVOO | 53 funds | $6.3B |
| BROADCOM INCAVGO | 53 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 53 funds | $5.8B |
| VANGUARD GROWTH ETFVUG | 53 funds | $5.6B |
| VANGUARD VALUE ETFVTV | 53 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 53 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $4.5B |
| EXXON MOBIL CORPXOM | 53 funds | $3.6B |
Ranked by how many of GSEW'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 GSEW. 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.