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/HODL/capital-change-brief"
Use Arkolith's capital_change_brief for HODL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORP | Withheld | 5.7M | ▲+13% Added · +662K sh | Q1 2026 | |
| 2 | NEOS Investment Management LLC | $103.0M | 5.4M | ▼−0.6% Reduced · −32K sh | Q1 2026 | |
| 3 | Tidal Investments LLC | $47.0M | 2.5M | ▲+83% Added · +1.1M sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $28.0M | 1.5M | ▲+263% Added · +1.1M sh | Q1 2026 | |
| 5 | Gradient Investments LLC | $15.3M | 922K | ▲+48% Added · +298K sh | Q2 2026 | |
| 6 | Berger Financial Group, Inc | $16.4M | 859K | ▲+26% Added · +177K sh | Q1 2026 | |
| 7 | SYON CAPITAL LLC | $14.0M | 729K | ▲New +729K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $12.0M | 626K | ▲+3.6% Added · +22K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 340K | ▲+48% Added · +110K sh | Q1 2026 | |
| 10 | Simplify Asset Management Inc. | $4.4M | 264K | ▲+26% Added · +55K sh | Q2 2026 | |
| 11 | Farringdon Capital, Ltd. | $5.0M | 261K | ▲+29% Added · +59K sh | Q1 2026 | |
| 12 | FIRST TRUST ADVISORS LP | $4.2M | 217K | ▼−1.7% Reduced · −4K sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $3.8M | 197K | ▲+62% Added · +75K sh | Q1 2026 | |
| 14 | MEITAV INVESTMENT HOUSE LTD | $3.2M | 167K | ▲+45% Added · +52K sh | Q1 2026 | |
| 15 | STANSBERRY ASSET MANAGEMENT, LLC | $2.0M | 104K | ▲+12% Added · +11K sh | Q1 2026 | |
| 16 | Beacon Pointe Advisors, LLC | $1.8M | 95K | ▲New +95K sh | Q1 2026 | |
| 17 | Chicago Partners Investment Group LLC | $2.0M | 89K | ▲+19% Added · +14K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $1.7M | 88K | ▼−92% Reduced · −954K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | $1.4M | 74K | ▲New +74K sh | Q1 2026 | |
| 20 | Visionary Wealth Advisors | $1.2M | 61K | ▲+30% Added · +14K sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | $1.1M | 57K | ▼−3.1% Reduced · −2K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 54K | ▼−7.5% Reduced · −4K sh | Q1 2026 | |
| 23 | Accurate Wealth Management, LLC | $965K | 53K | ▲+28% Added · +12K sh | Q2 2026 | |
| 24 | CIBC Bancorp USA Inc. | $896K | 47K | ▲New +47K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $831K | 43K | ▼−64% Reduced · −77K 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 |
|---|---|---|
| EXXON MOBIL CORPXOM | 37 funds | $2.2B |
| MASTERCARD INC - AMA | 37 funds | $1.3B |
| CISCO SYSTEMS INCCSCO | 37 funds | $1.2B |
| MERCK & CO. INC.MRK | 37 funds | $964.4M |
| NVIDIA CORPNVDA | 36 funds | $11.9B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $4.6B |
| BROADCOM INCAVGO | 36 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 36 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.5B |
| WALMART INCWMT | 36 funds | $2.4B |
| TESLA INCTSLA | 36 funds | $2.3B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $2.1B |
Ranked by how many of HODL'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 HODL. 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.