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/LEO/capital-change-brief"
Use Arkolith's capital_change_brief for LEO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $23.5M | 3.7M | ▼−1.1% Reduced · −42K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $12.5M | 2.0M | ▼−9.6% Reduced · −210K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | $10.9M | 1.7M | ▲+111% Added · +885K sh | Q2 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $8.1M | 1.3M | ▼−16% Reduced · −251K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $7.2M | 1.1M | ▲+16% Added · +157K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $6.3M | 1.0M | ▲+4.9% Added · +47K sh | Q1 2026 | |
| 7 | VAN ECK ASSOCIATES CORP | Withheld | 580K | ▲+13% Added · +68K sh | Q1 2026 | |
| 8 | Allspring Global Investments Holdings, LLC | $3.3M | 528K | ▲+8.3% Added · +40K sh | Q1 2026 | |
| 9 | CAPSTONE INVESTMENT ADVISORS, LLC | $2.4M | 380K | —Held | Q1 2026 | |
| 10 | WHITEBOX ADVISORS LLC | $1.9M | 305K | —Held | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.8M | 279K | ▼−51% Reduced · −286K sh | Q1 2026 | |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.7M | 271K | —Held | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 226K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 14 | 1607 Capital Partners, LLC | $1.3M | 206K | —Held | Q1 2026 | |
| 15 | Almitas Capital LLC | $1.2M | 197K | —Held | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $1.2M | 196K | ▲+0.3% Added · +555 sh | Q1 2026 | |
| 17 | Fiera Capital Corp | $1.1M | 170K | ▲New +170K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $1.0M | 163K | ▼−21% Reduced · −43K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $1.0M | 161K | ▼−4.1% Reduced · −7K sh | Q1 2026 | |
| 20 | &PARTNERS | $990K | 157K | ▲+8.8% Added · +13K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $957K | 152K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 22 | RIVERBRIDGE PARTNERS LLC | $892K | 138K | ▼−61% Reduced · −220K sh | Q2 2026 | |
| 23 | TORONTO DOMINION BANK | $765K | 122K | ▲New +122K sh | Q1 2026 | |
| 24 | CENTAURUS FINANCIAL, INC. | $590K | 94K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 25 | Summit Trail Advisors, LLC | $522K | 83K | ▲New +83K 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 | 31 funds | $11.9B |
| MICROSOFT CORPMSFT | 31 funds | $11.7B |
| AMAZON.COM INCAMZN | 30 funds | $9.3B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.8B |
| VISA INC-CLASS A SHARESV | 30 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $2.3B |
| WALMART INCWMT | 30 funds | $2.2B |
| TJX COMPANIES INCTJX | 30 funds | $1.7B |
| ORACLE CORPORCL | 30 funds | $1.2B |
| UNITEDHEALTH GROUP INCUNH | 30 funds | $1.2B |
| PROCTER & GAMBLE CO/THEPG | 30 funds | $1.1B |
| INTUITIVE SURGICAL INCISRG | 30 funds | $1.1B |
Ranked by how many of LEO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LEO. 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.