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/KBWB/capital-change-brief"
Use Arkolith's capital_change_brief for KBWB. 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/ | $901.5M | 11.4M | ▼−7.6% Reduced · −940K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $631.1M | 8.3M | ▼−9.9% Reduced · −905K sh | Q1 2026 | |
| 3 | Fisher Asset Management, LLC | $305.8M | 3.9M | ▲+8.3% Added · +297K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $230.8M | 2.9M | ▲+2.8% Added · +80K sh | Q1 2026 | |
| 5 | Migdal Insurance & Financial Holdings Ltd. | $171.2M | 2.2M | —Held | Q1 2026 | |
| 6 | MORGAN STANLEY | $154.2M | 1.9M | ▲+34% Added · +492K sh | Q1 2026 | |
| 7 | Wharton Business Group, LLC | $144.6M | 1.8M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 8 | Temasek Holdings (Private) Ltd | $87.4M | 1.1M | ▼−44% Reduced · −884K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $85.5M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 10 | Annex Advisory Services, LLC | $70.3M | 756K | ▲+94% Added · +367K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $58.4M | 738K | ▲+2.1% Added · +15K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $53.5M | 676K | ▲+36% Added · +179K sh | Q1 2026 | |
| 13 | Cornerstone Advisors, LLC | $52.6M | 665K | ▲+84% Added · +305K sh | Q1 2026 | |
| 14 | EDMOND DE ROTHSCHILD HOLDING S.A. | $49.7M | 628K | ▲+0.8% Added · +5K sh | Q1 2026 | |
| 15 | Summit Trail Advisors, LLC | $42.0M | 531K | ▼−1.4% Reduced · −7K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $39.6M | 501K | ▼−11% Reduced · −64K sh | Q1 2026 | |
| 17 | UBS Group AG | $39.0M | 492K | ▲+62% Added · +188K sh | Q1 2026 | |
| 18 | FIDUCIARY TRUST CO | $38.1M | 482K | ▼−24% Reduced · −153K sh | Q1 2026 | |
| 19 | FIL Ltd | $34.9M | 441K | ▼−3.5% Reduced · −16K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $24.3M | 307K | ▲+43% Added · +93K sh | Q1 2026 | |
| 21 | Cerity Partners LLC | $19.9M | 251K | ▲35× Added · +244K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $19.8M | 251K | ▼−65% Reduced · −457K sh | Q1 2026 | |
| 23 | Ledyard National Bank | $21.8M | 234K | ▼−3.0% Reduced · −7K sh | Q2 2026 | |
| 24 | Point72 Asset Management, L.P. | $16.6M | 210K | ▲+45% Added · +66K sh | Q1 2026 | |
| 25 | Ensign Peak Advisors, Inc | $15.5M | 196K | ▲22× Added · +187K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 110 funds | $29.1B |
| AMAZON.COM INCAMZN | 110 funds | $23.3B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $14.0B |
| COSTCO WHOLESALE CORPCOST | 110 funds | $6.6B |
| NVIDIA CORPNVDA | 109 funds | $38.8B |
| ALPHABET INC-CL AGOOGL | 109 funds | $21.9B |
| JPMORGAN CHASE & COJPM | 109 funds | $12.7B |
| ELI LILLY & COLLY | 109 funds | $9.7B |
| VISA INC-CLASS A SHARESV | 109 funds | $8.9B |
| MASTERCARD INC - AMA | 109 funds | $7.9B |
| HOME DEPOT INCHD | 109 funds | $5.3B |
| APPLE INCAAPL | 108 funds | $35.3B |
Ranked by how many of KBWB'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 KBWB. 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.