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/MAXJ/capital-change-brief"
Use Arkolith's capital_change_brief for MAXJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BIP Wealth, LLC | $25.4M | 901K | ▼−1.8% Reduced · −16K sh | Q1 2026 | |
| 2 | ASHTON THOMAS SECURITIES, LLC | $2.6M | 92K | ▲New +92K sh | Q1 2026 | |
| 3 | Client First Capital LLC | $2.6M | 89K | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 4 | Ashton Thomas Private Wealth, LLC | $2.1M | 75K | ▲+4.1% Added · +3K sh | Q1 2026 | |
| 5 | FC Advisory LLC | $1.8M | 63K | ▼−1.9% Reduced · −1K sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | $1.7M | 59K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $984K | 35K | ▲+16% Added · +5K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $953K | 34K | ▼−4.0% Reduced · −1K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $908K | 32K | ▼−74% Reduced · −94K sh | Q1 2026 | |
| 10 | Encompass More Asset Management | $730K | 25K | ▼−17% Reduced · −5K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $700K | 25K | ▲+27% Added · +5K sh | Q1 2026 | |
| 12 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $625K | 22K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 13 | Cypress Wealth Services, LLC | $641K | 22K | —Held | Q2 2026 | |
| 14 | Tradition Wealth Management, LLC | $568K | 20K | ▼−0.2% Reduced · −39 sh | Q1 2026 | |
| 15 | OneDigital Investment Advisors LLC | $538K | 19K | —Held | Q1 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $532K | 19K | ▲+18% Added · +3K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $530K | 19K | ▲New +19K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $519K | 18K | ▲+0.8% Added · +156 sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $434K | 15K | ▼−7.8% Reduced · −1K sh | Q1 2026 | |
| 20 | Weaver Consulting Group | $380K | 14K | —Held | Q1 2026 | |
| 21 | LPL Financial LLC | $372K | 13K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 22 | Proficio Capital Partners LLC | $292K | 10K | —Held | Q1 2026 | |
| 23 | ARS Investment Partners, LLC | $290K | 10K | —Held | Q2 2026 | |
| 24 | Sigma Planning Corp | $251K | 9K | ▲+150% Added · +5K sh | Q1 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $205K | 7K | —Held | 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 |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $5.4B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $4.8B |
| APPLE INCAAPL | 15 funds | $4.0B |
| AMAZON.COM INCAMZN | 15 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.8B |
| BROADCOM INCAVGO | 15 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 15 funds | $1.4B |
| TESLA INCTSLA | 15 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $1.2B |
| JOHNSON & JOHNSONJNJ | 15 funds | $957.3M |
Ranked by how many of MAXJ'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 MAXJ. 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.