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/MEAR/capital-change-brief"
Use Arkolith's capital_change_brief for MEAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $164.0M | 3.3M | ▲+1.4% Added · +45K sh | Q1 2026 | |
| 2 | Rockwood Wealth Management, LLC | $119.4M | 2.4M | ▲+4.1% Added · +94K sh | Q2 2026 | |
| 3 | Resonant Capital Advisors, LLC | $83.9M | 1.7M | ▲+21% Added · +293K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $71.4M | 1.4M | ▲+21% Added · +245K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $38.2M | 760K | ▲+13% Added · +87K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $33.1M | 658K | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 7 | Foster Group, Inc. | $30.9M | 612K | ▲+3.8% Added · +23K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $25.5M | 506K | ▲+4.3% Added · +21K sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $21.6M | 429K | ▲+725% Added · +377K sh | Q1 2026 | |
| 10 | Equitable Holdings, Inc. | $19.4M | 385K | ▲New +385K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $16.6M | 329K | ▲+10% Added · +31K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $14.9M | 297K | ▲+28% Added · +65K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | $11.4M | 226K | ▲+97% Added · +111K sh | Q1 2026 | |
| 14 | Dynasty Wealth Management, LLC | $11.2M | 222K | ▲+23% Added · +42K sh | Q1 2026 | |
| 15 | Quotient Wealth Partners, LLC | $10.3M | 204K | ▲+10% Added · +19K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $9.8M | 194K | ▼−0.5% Reduced · −968 sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $9.7M | 193K | ▼−4.1% Reduced · −8K sh | Q1 2026 | |
| 18 | 55 North Private Wealth, LLC | $9.6M | 190K | ▲+99% Added · +94K sh | Q2 2026 | |
| 19 | CWM, LLC | $8.2M | 164K | ▼−3.9% Reduced · −7K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $8.1M | 160K | ▼−12% Reduced · −22K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $6.7M | 134K | ▲+67% Added · +54K sh | Q1 2026 | |
| 22 | Merit Financial Group, LLC | $5.5M | 109K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 23 | UBS Group AG | $5.3M | 105K | ▼−37% Reduced · −62K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $5.2M | 102K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $5.1M | 101K | ▼−16% Reduced · −20K 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.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 224 funds | $2.1B |
| MEARthis pagemc | 131 funds | $878.4M |
| COMTINDX FD | 106 funds | $365.5M |
| IETCmc | 80 funds | $279.5M |
| LQDHINT RT HDG C B | 70 funds | $253.2M |
| HYGHmc | 62 funds | $134.0M |
| CMDYmc | 49 funds | $257.1M |
| IGBHINT RT HD LONG | 36 funds | $74.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 77 funds | $19.9B |
| NVIDIA CORPNVDA | 77 funds | $17.5B |
| MICROSOFT CORPMSFT | 77 funds | $13.5B |
| ALPHABET INC-CL AGOOGL | 77 funds | $9.0B |
| BROADCOM INCAVGO | 77 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 77 funds | $6.4B |
| ALPHABET INC-CL CGOOG | 77 funds | $5.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 77 funds | $5.6B |
| JOHNSON & JOHNSONJNJ | 77 funds | $4.1B |
| EXXON MOBIL CORPXOM | 77 funds | $4.0B |
| WALMART INCWMT | 77 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 77 funds | $3.3B |
Ranked by how many of MEAR'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 MEAR. 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.