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/KBE/capital-change-brief"
Use Arkolith's capital_change_brief for KBE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $189.2M | 3.2M | ▼−7.5% Reduced · −259K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $82.2M | 1.4M | ▲+3.7% Added · +49K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $64.2M | 1.1M | ▼−20% Reduced · −276K sh | Q1 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $58.0M | 974K | ▲66× Added · +960K sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $45.1M | 758K | ▲+75% Added · +325K sh | Q1 2026 | |
| 6 | UBS Group AG | $38.9M | 653K | ▼−4.7% Reduced · −32K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $38.4M | 644K | ▲+4.3% Added · +27K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $34.9M | 586K | ▲+27% Added · +123K sh | Q1 2026 | |
| 9 | Wharton Business Group, LLC | $32.0M | 538K | ▲+25% Added · +108K sh | Q1 2026 | |
| 10 | CITIGROUP INC | $27.4M | 460K | ▲+112% Added · +243K sh | Q1 2026 | |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $24.7M | 415K | ▲14× Added · +385K sh | Q1 2026 | |
| 12 | Madison Asset Management, LLC | $20.0M | 336K | ▼−17% Reduced · −70K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $19.9M | 335K | ▼−9.1% Reduced · −33K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $18.7M | 315K | ▼−2.0% Reduced · −7K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $16.8M | 282K | ▲+66% Added · +112K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $13.7M | 230K | ▲New +230K sh | Q1 2026 | |
| 17 | BARCLAYS PLC | $11.9M | 200K | ▼−30% Reduced · −85K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $8.4M | 140K | ▼−37% Reduced · −84K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 118K | ▲+63% Added · +46K sh | Q1 2026 | |
| 20 | MRA Advisory Group | $7.7M | 113K | ▲+4.9% Added · +5K sh | Q2 2026 | |
| 21 | CAPITAL FUND MANAGEMENT S.A. | $5.8M | 97K | ▲+440% Added · +79K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.3M | 89K | ▲+133% Added · +51K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $4.7M | 78K | ▲+1.1% Added · +851 sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $4.2M | 72K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 25 | BANK OF MONTREAL /CAN/ | $4.0M | 67K | ▼−24% Reduced · −22K 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 |
|---|---|---|
| COSTCO WHOLESALE CORPCOST | 91 funds | $5.8B |
| MICROSOFT CORPMSFT | 90 funds | $26.1B |
| ALPHABET INC-CL CGOOG | 90 funds | $11.9B |
| META PLATFORMS INC-CLASS AMETA | 90 funds | $10.9B |
| ELI LILLY & COLLY | 90 funds | $7.9B |
| VISA INC-CLASS A SHARESV | 90 funds | $6.2B |
| NVIDIA CORPNVDA | 89 funds | $34.5B |
| ALPHABET INC-CL AGOOGL | 89 funds | $17.7B |
| JPMORGAN CHASE & COJPM | 89 funds | $12.3B |
| MASTERCARD INC - AMA | 89 funds | $4.5B |
| CHEVRON CORPCVX | 89 funds | $4.5B |
| ORACLE CORPORCL | 89 funds | $3.0B |
Ranked by how many of KBE'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 KBE. 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.