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/MGK/capital-change-brief"
Use Arkolith's capital_change_brief for MGK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $3.1B | 8.5M | ▼−1.2% Reduced · −104K sh | Q1 2026 | |
| 2 | Cassaday & Co Wealth Management LLC | $1.4B | 3.7M | ▲+1.3% Added · +48K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $936.8M | 2.5M | ▼−3.8% Reduced · −102K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $747.1M | 2.0M | ▼−1.2% Reduced · −26K sh | Q1 2026 | |
| 5 | Falcon Wealth Planning | $105.4M | 1.2M | ▲+413% Added · +965K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $424.3M | 1.2M | ▼−1.6% Reduced · −19K sh | Q1 2026 | |
| 7 | UBS Group AG | $381.3M | 1.0M | ▼−5.7% Reduced · −62K sh | Q1 2026 | |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $315.6M | 859K | ▼−1.8% Reduced · −16K sh | Q1 2026 | |
| 9 | Praetorian Wealth Management, Inc. | $75.2M | 855K | ▲+408% Added · +687K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $292.8M | 797K | ▲+4.6% Added · +35K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $275.4M | 749K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $261.4M | 711K | ▲+5.9% Added · +40K sh | Q1 2026 | |
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | $53.0M | 603K | ▲+406% Added · +484K sh | Q2 2026 | |
| 14 | ANGELES WEALTH MANAGEMENT, LLC | $209.9M | 571K | ▼−3.1% Reduced · −18K sh | Q1 2026 | |
| 15 | Merit Financial Group, LLC | $199.3M | 542K | ▼−14% Reduced · −90K sh | Q1 2026 | |
| 16 | Cerity Partners LLC | $200.7M | 541K | ▲+20% Added · +91K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $195.4M | 532K | ▲+2.7% Added · +14K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $42.5M | 484K | ▲+416% Added · +391K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $171.3M | 466K | ▲+2.0% Added · +9K sh | Q1 2026 | |
| 20 | FC Advisory LLC | $40.4M | 459K | ▲+392% Added · +366K sh | Q2 2026 | |
| 21 | Howard Capital Management Inc. | $167.1M | 455K | ▼−64% Reduced · −810K sh | Q1 2026 | |
| 22 | ETF Portfolio Partners, Inc. | $38.7M | 440K | ▲+393% Added · +351K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $159.5M | 434K | ▲+18% Added · +66K sh | Q1 2026 | |
| 24 | Prospera Financial Services Inc | $29.6M | 336K | ▲+414% Added · +271K sh | Q2 2026 | |
| 25 | Facet Wealth, Inc. | $120.0M | 327K | ▲+6.0% Added · +18K 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 | 227 funds | $119.6B |
| MICROSOFT CORPMSFT | 227 funds | $108.7B |
| NVIDIA CORPNVDA | 226 funds | $144.8B |
| AMAZON.COM INCAMZN | 226 funds | $77.6B |
| ALPHABET INC-CL AGOOGL | 226 funds | $69.4B |
| ALPHABET INC-CL CGOOG | 226 funds | $45.7B |
| META PLATFORMS INC-CLASS AMETA | 226 funds | $42.9B |
| JPMORGAN CHASE & COJPM | 226 funds | $31.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 224 funds | $22.5B |
| BROADCOM INCAVGO | 223 funds | $56.4B |
| VISA INC-CLASS A SHARESV | 223 funds | $28.7B |
| ELI LILLY & COLLY | 222 funds | $31.2B |
Ranked by how many of MGK'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 MGK. 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.