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/MINO/capital-change-brief"
Use Arkolith's capital_change_brief for MINO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $48.3M | 1.1M | ▲+15% Added · +135K sh | Q1 2026 | |
| 2 | Cardinal Point Capital Management ULC | $27.0M | 590K | ▲+0.7% Added · +4K sh | Q2 2026 | |
| 3 | CWM, LLC | $24.6M | 545K | ▲+1.8% Added · +10K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 496K | ▲+134% Added · +284K sh | Q1 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $22.3M | 493K | ▲+4.2% Added · +20K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $18.5M | 409K | ▲+101% Added · +206K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $13.4M | 297K | ▲+2.4% Added · +7K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.5M | 255K | ▲+65% Added · +100K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $9.6M | 213K | ▼−2.9% Reduced · −6K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 184K | ▲+12% Added · +19K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $7.8M | 173K | ▲+0.1% Added · +114 sh | Q1 2026 | |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $7.5M | 166K | ▲+0.4% Added · +614 sh | Q1 2026 | |
| 13 | GeoWealth Management, LLC | $7.2M | 160K | ▲+8.4% Added · +12K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 149K | ▲+28% Added · +32K sh | Q2 2026 | |
| 15 | HighTower Advisors, LLC | $6.1M | 134K | ▲+170% Added · +84K sh | Q1 2026 | |
| 16 | Bridgewealth Advisory Group, LLC | $5.9M | 130K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 17 | Sprinkle Financial Consultants LLC | $5.6M | 123K | ▲+24% Added · +24K sh | Q2 2026 | |
| 18 | MORGAN STANLEY | $4.7M | 103K | ▲11× Added · +93K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $4.5M | 100K | ▲+70% Added · +41K sh | Q1 2026 | |
| 20 | Waterway Wealth Management, LLC | $4.3M | 93K | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 21 | RFG Advisory, LLC | $3.4M | 74K | ▲+132% Added · +42K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $3.2M | 70K | ▲+12% Added · +8K sh | Q1 2026 | |
| 23 | Visionary Wealth Advisors | $3.2M | 70K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 24 | Geneos Wealth Management Inc. | $2.9M | 64K | ▲38× Added · +63K sh | Q1 2026 | |
| 25 | CreativeOne Wealth, LLC | $2.8M | 62K | ▲+91% Added · +29K 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 | 43 funds | $14.9B |
| NVIDIA CORPNVDA | 43 funds | $12.8B |
| MICROSOFT CORPMSFT | 43 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 43 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $5.6B |
| BROADCOM INCAVGO | 43 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 43 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 43 funds | $3.7B |
| JOHNSON & JOHNSONJNJ | 43 funds | $2.8B |
| EXXON MOBIL CORPXOM | 43 funds | $2.8B |
| TESLA INCTSLA | 43 funds | $2.7B |
Ranked by how many of MINO'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 MINO. 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.