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/MGV/capital-change-brief"
Use Arkolith's capital_change_brief for MGV. 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 | $2.3B | 15.6M | ▲+1.1% Added · +166K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $672.5M | 4.6M | ▲+2.6% Added · +118K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $444.6M | 3.1M | ▲+2.9% Added · +87K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $330.4M | 2.3M | ▲+2.5% Added · +57K sh | Q1 2026 | |
| 5 | UBS Group AG | $250.2M | 1.7M | ▼−4.1% Reduced · −73K sh | Q1 2026 | |
| 6 | Merit Financial Group, LLC | $193.8M | 1.3M | ▲+6.0% Added · +75K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $184.3M | 1.3M | ▼−2.5% Reduced · −32K sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $168.3M | 1.2M | ▼−5.1% Reduced · −63K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $157.0M | 1.1M | ▲+0.9% Added · +10K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $145.6M | 1.0M | ▼~0% Reduced · −129 sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $121.1M | 835K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $114.5M | 790K | ▲+9.9% Added · +71K sh | Q1 2026 | |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $106.3M | 733K | ▼−3.6% Reduced · −27K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $105.4M | 727K | ▲+8.4% Added · +57K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $100.6M | 694K | ▲+222% Added · +478K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $84.5M | 593K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 17 | Sequoia Financial Advisors, LLC | $79.3M | 547K | ▼−3.4% Reduced · −19K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $70.2M | 484K | ▲+2.2% Added · +10K sh | Q1 2026 | |
| 19 | Strategic Investment Advisors / MI | $63.0M | 434K | ▲+31% Added · +103K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $55.6M | 383K | ▲+6.7% Added · +24K sh | Q1 2026 | |
| 21 | Praetorian Wealth Management, Inc. | $62.0M | 380K | ▲+2.9% Added · +11K sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | $54.3M | 375K | ▲+9.6% Added · +33K sh | Q1 2026 | |
| 23 | Prosperity Consulting Group, LLC | $54.1M | 373K | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $53.0M | 366K | ▲+3.9% Added · +14K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $49.6M | 342K | ▲+7.3% Added · +23K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 162 funds | $30.4B |
| MICROSOFT CORPMSFT | 162 funds | $26.0B |
| JPMORGAN CHASE & COJPM | 162 funds | $12.8B |
| ALPHABET INC-CL CGOOG | 162 funds | $10.9B |
| META PLATFORMS INC-CLASS AMETA | 162 funds | $10.4B |
| ELI LILLY & COLLY | 162 funds | $7.0B |
| VISA INC-CLASS A SHARESV | 162 funds | $6.6B |
| COSTCO WHOLESALE CORPCOST | 162 funds | $6.5B |
| CATERPILLAR INCCAT | 162 funds | $4.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 161 funds | $22.9B |
| ALPHABET INC-CL AGOOGL | 161 funds | $18.2B |
| VANGUARD GROWTH ETFVUG | 161 funds | $13.6B |
Ranked by how many of MGV'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 MGV. 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.