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/MLPA/capital-change-brief"
Use Arkolith's capital_change_brief for MLPA. 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 | $259.3M | 4.8M | ▲+9.8% Added · +432K sh | Q1 2026 | |
| 2 | UBS Group AG | $178.1M | 3.3M | ▲+215% Added · +2.3M sh | Q1 2026 | |
| 3 | Creative Planning | $98.9M | 1.8M | ▼−1.7% Reduced · −31K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $62.1M | 1.2M | ▲+13% Added · +134K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $53.0M | 983K | ▼−8.1% Reduced · −87K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $51.8M | 961K | ▲+19% Added · +152K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $37.6M | 697K | ▲+5.5% Added · +37K sh | Q1 2026 | |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $29.5M | 547K | ▲+464% Added · +450K sh | Q1 2026 | |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $25.6M | 475K | ▼−2.9% Reduced · −14K sh | Q1 2026 | |
| 10 | Madrid Financial Services | $25.4M | 471K | ▲New +471K sh | Q1 2026 | |
| 11 | Gradient Investments LLC | $23.2M | 436K | ▲+3.4% Added · +14K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $22.6M | 419K | ▲+5.1% Added · +20K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $21.7M | 403K | ▲+7.2% Added · +27K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $17.3M | 322K | ▲+2.3% Added · +7K sh | Q1 2026 | |
| 15 | TECTONIC ADVISORS LLC | $14.8M | 278K | ▲+2.9% Added · +8K sh | Q2 2026 | |
| 16 | Jaffetilchin Investment Partners, LLC | $14.7M | 273K | ▲+19% Added · +43K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $14.6M | 271K | ▼−32% Reduced · −128K sh | Q1 2026 | |
| 18 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $14.5M | 268K | ▲+5.4% Added · +14K sh | Q1 2026 | |
| 19 | Greenspring Advisors, LLC | $13.4M | 248K | ▲+4.8% Added · +11K sh | Q1 2026 | |
| 20 | Legacy Wealth Asset Management, LLC | $12.1M | 228K | ▼−0.1% Reduced · −178 sh | Q2 2026 | |
| 21 | Barry Investment Advisors, LLC | $10.9M | 205K | ▲+0.1% Added · +153 sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $10.2M | 190K | ▲+344% Added · +147K sh | Q1 2026 | |
| 23 | Madison Asset Management, LLC | $10.0M | 186K | ▼−5.2% Reduced · −10K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $9.9M | 184K | ▲+6.7% Added · +12K sh | Q1 2026 | |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | $9.5M | 177K | ▼−4.8% Reduced · −9K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 76 funds | $15.6B |
| JPMORGAN CHASE & COJPM | 76 funds | $7.0B |
| ELI LILLY & COLLY | 76 funds | $4.0B |
| CHEVRON CORPCVX | 76 funds | $3.1B |
| CATERPILLAR INCCAT | 76 funds | $2.3B |
| CISCO SYSTEMS INCCSCO | 76 funds | $2.2B |
| MASTERCARD INC - AMA | 76 funds | $2.1B |
| MCDONALD'S CORPMCD | 76 funds | $1.8B |
| VERIZON COMMUNICATIONS INCVZ | 76 funds | $1.7B |
| ORACLE CORPORCL | 76 funds | $1.4B |
| PFIZER INCPFE | 76 funds | $1.1B |
| CONOCOPHILLIPSCOP | 76 funds | $851.6M |
Ranked by how many of MLPA'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 MLPA. 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.