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/HEWJ/capital-change-brief"
Use Arkolith's capital_change_brief for HEWJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $93.7M | 1.7M | ▲+590% Added · +1.4M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $49.6M | 880K | ▼−73% Reduced · −2.4M sh | Q1 2026 | |
| 3 | DEUTSCHE BANK AG\ | $41.5M | 737K | ▼−8.3% Reduced · −67K sh | Q1 2026 | |
| 4 | Modern Wealth Management, LLC | $39.3M | 680K | ▲+74% Added · +289K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $28.7M | 525K | ▲+42% Added · +156K sh | Q1 2026 | |
| 6 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $19.3M | 344K | ▼−4.9% Reduced · −18K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $11.8M | 210K | ▼−8.8% Reduced · −20K sh | Q1 2026 | |
| 8 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $9.5M | 173K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 9 | Clearstead Advisors, LLC | $9.0M | 160K | ▼−38% Reduced · −97K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $5.8M | 102K | ▲+516% Added · +86K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 92K | ▲14× Added · +85K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $4.8M | 85K | ▲+320% Added · +65K sh | Q1 2026 | |
| 13 | Williams Jones Wealth Management, LLC. | $3.5M | 63K | ▼−5.5% Reduced · −4K sh | Q1 2026 | |
| 14 | UBS Group AG | $3.3M | 59K | ▲+47% Added · +19K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $2.4M | 42K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $2.0M | 36K | ▲+14% Added · +4K sh | Q1 2026 | |
| 17 | GTS SECURITIES LLC | $1.9M | 35K | ▲+266% Added · +25K sh | Q1 2026 | |
| 18 | Humankind Investments LLC | $2.9M | 34K | ▼−43% Reduced · −26K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $1.7M | 31K | ▲+297% Added · +23K sh | Q1 2026 | |
| 20 | US BANCORP \DE\ | $1.6M | 28K | ▲+1.5% Added · +411 sh | Q1 2026 | |
| 21 | OVERSEA-CHINESE BANKING Corp Ltd | $1.2M | 21K | —Held | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $1.0M | 18K | —Held | Q1 2026 | |
| 23 | NATIXIS | $988K | 18K | ▲+5.7% Added · +953 sh | Q1 2026 | |
| 24 | Somerset Trust Co | $957K | 15K | ▲+0.8% Added · +120 sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | $712K | 13K | ▲+16% Added · +2K 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 |
|---|---|---|
| APPLE INCAAPL | 24 funds | $11.6B |
| MICROSOFT CORPMSFT | 24 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 24 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $6.0B |
| ALPHABET INC-CL CGOOG | 24 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $3.8B |
| VISA INC-CLASS A SHARESV | 24 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 24 funds | $2.5B |
| TESLA INCTSLA | 24 funds | $1.7B |
| SPDR GOLD SHARESGLD | 24 funds | $1.5B |
| NETFLIX INCNFLX | 24 funds | $1.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 24 funds | $852.3M |
Ranked by how many of HEWJ'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 HEWJ. 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.