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/GVAL/capital-change-brief"
Use Arkolith's capital_change_brief for GVAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | $56.3M | 1.6M | ▲+53% Added · +543K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $44.5M | 1.3M | ▲+226% Added · +931K sh | Q1 2026 | |
| 3 | Cambria Investment Management, L.P. | $37.2M | 1.1M | ▼−6.2% Reduced · −75K sh | Q1 2026 | |
| 4 | Stratos Investment Management, LLC | $13.5M | 408K | ▲New +408K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $12.7M | 384K | ▲+20% Added · +65K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $11.9M | 360K | ▲New +360K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $11.9M | 359K | ▲+9.2% Added · +30K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $10.2M | 309K | ▲+39% Added · +87K sh | Q1 2026 | |
| 9 | D.A. DAVIDSON & CO. | $7.8M | 234K | ▲+92% Added · +112K sh | Q1 2026 | |
| 10 | Sepio Capital, LP | $7.6M | 229K | ▲New +229K sh | Q1 2026 | |
| 11 | Empowered Funds, LLC | $7.0M | 210K | ▲New +210K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $6.8M | 205K | ▲+22% Added · +36K sh | Q1 2026 | |
| 13 | Summit Financial, LLC | $5.0M | 150K | ▲+56% Added · +54K sh | Q1 2026 | |
| 14 | Western Wealth Management, LLC | $1.8M | 50K | ▲New +50K sh | Q1 2026 | |
| 15 | Secure Asset Management, LLC | $1.7M | 47K | ▼−0.4% Reduced · −175 sh | Q2 2026 | |
| 16 | HBW ADVISORY SERVICES LLC | $1.6M | 45K | ▲+7.7% Added · +3K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.5M | 45K | ▲28× Added · +43K sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $1.5M | 44K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 19 | PRUDENTIAL PLC | $1.4M | 43K | ▲+13% Added · +5K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $1.4M | 43K | ▲+6.4% Added · +3K sh | Q1 2026 | |
| 21 | Miller Global Investments, LLC | $1.4M | 39K | ▼−1.2% Reduced · −493 sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 36K | ▲New +36K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 34K | ▲+128% Added · +19K sh | Q1 2026 | |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $958K | 29K | ▲+11% Added · +3K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $874K | 26K | ▲+1.6% Added · +415 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 | 21 funds | $7.7B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $7.0B |
| APPLE INCAAPL | 21 funds | $6.5B |
| AMAZON.COM INCAMZN | 21 funds | $4.7B |
| MICROSOFT CORPMSFT | 21 funds | $4.6B |
| BROADCOM INCAVGO | 21 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $2.3B |
| VANGUARD VALUE ETFVTV | 21 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 21 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $2.0B |
Ranked by how many of GVAL'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 GVAL. 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.