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/LQTI/capital-change-brief"
Use Arkolith's capital_change_brief for LQTI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GUARDIAN WEALTH ADVISORS, LLC / NC | $40.3M | 2.1M | ▲+8.1% Added · +154K sh | Q1 2026 | |
| 2 | Aptus Capital Advisors, LLC | $40.3M | 2.1M | ▲+8.9% Added · +168K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $27.3M | 1.4M | ▲+19% Added · +218K sh | Q1 2026 | |
| 4 | Rise Advisors, LLC | $18.9M | 980K | ▲+4.6% Added · +43K sh | Q2 2026 | |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.2M | 470K | ▲+5.4% Added · +24K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $9.2M | 469K | ▲+126% Added · +262K sh | Q1 2026 | |
| 7 | LexAurum Advisors, LLC | $6.1M | 318K | ▲+3.7% Added · +11K sh | Q2 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $5.1M | 261K | ▲New +261K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $4.4M | 225K | ▲New +225K sh | Q1 2026 | |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | $4.3M | 218K | ▲+9.3% Added · +19K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 215K | ▲+219% Added · +148K sh | Q1 2026 | |
| 12 | IFP Advisors, Inc | $3.3M | 171K | ▲+887% Added · +154K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $3.3M | 170K | ▲+217% Added · +116K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $3.1M | 158K | ▲18× Added · +149K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $2.0M | 105K | ▼−35% Reduced · −56K sh | Q1 2026 | |
| 16 | Advisory Services Network, LLC | $1.8M | 90K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 64K | ▼−24% Reduced · −20K sh | Q2 2026 | |
| 18 | OneDigital Investment Advisors LLC | $1.2M | 59K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 19 | Kingsview Wealth Management, LLC | $984K | 50K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 20 | WINEBRENNER CAPITAL MANAGEMENT LLC | $885K | 46K | ▲New +46K sh | Q2 2026 | |
| 21 | Southern Financial Group, LLC | $738K | 38K | ▲+3.6% Added · +1K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $732K | 37K | ▲New +37K sh | Q1 2026 | |
| 23 | American Financial Advisors, LLC | $686K | 36K | ▼−5.7% Reduced · −2K sh | Q2 2026 | |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $688K | 35K | ▲+25% Added · +7K sh | Q1 2026 | |
| 25 | CreativeOne Wealth, LLC | $588K | 30K | ▼−8.9% Reduced · −3K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $8.0B |
| NVIDIA CORPNVDA | 18 funds | $7.3B |
| APPLE INCAAPL | 18 funds | $5.4B |
| AMAZON.COM INCAMZN | 18 funds | $4.4B |
| MICROSOFT CORPMSFT | 18 funds | $4.1B |
| ALPHABET INC-CL AGOOGL | 18 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $2.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 18 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.3B |
| BROADCOM INCAVGO | 18 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 18 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $2.0B |
Ranked by how many of LQTI'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 LQTI. 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.