This stock 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/MOAT/capital-change-brief"
Use Arkolith's capital_change_brief for MOAT. 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 | $583.8M | 6.0M | ▼−5.9% Reduced · −378K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $563.8M | 5.8M | ▼−11% Reduced · −753K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $554.3M | 5.7M | ▼−5.1% Reduced · −311K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $259.5M | 2.7M | ▼−12% Reduced · −352K sh | Q1 2026 | |
| 5 | Mesirow Financial Investment Management, Inc. | $258.7M | 2.7M | ▲+35% Added · +691K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $203.4M | 2.1M | ▼−8.2% Reduced · −189K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $130.0M | 1.4M | ▲+11% Added · +140K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $130.0M | 1.3M | ▼−1.8% Reduced · −25K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $112.0M | 1.2M | ▼−1.1% Reduced · −13K sh | Q1 2026 | |
| 10 | UBS Group AG | $90.7M | 938K | ▼−15% Reduced · −168K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $80.6M | 834K | ▲+11% Added · +82K sh | Q1 2026 | |
| 12 | FIRST FOUNDATION ADVISORS | $71.9M | 743K | ▼−2.3% Reduced · −17K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $61.8M | 639K | ▲+9.5% Added · +55K sh | Q1 2026 | |
| 14 | CWM, LLC | $60.4M | 625K | ▼−3.4% Reduced · −22K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $59.1M | 611K | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $58.4M | 603K | ▼−35% Reduced · −328K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $55.5M | 574K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $53.4M | 553K | ▲+12% Added · +60K sh | Q1 2026 | |
| 19 | Apriem Advisors | $52.5M | 543K | ▲+5.7% Added · +29K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $43.7M | 452K | ▼−12% Reduced · −65K sh | Q1 2026 | |
| 21 | Whitaker-Myers Wealth Managers, LTD. | $44.8M | 431K | ▲+6.2% Added · +25K sh | Q2 2026 | |
| 22 | Ancora Advisors LLC | $37.8M | 391K | ▲+10% Added · +36K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $36.7M | 379K | ▼−4.1% Reduced · −16K sh | Q1 2026 | |
| 24 | STEPHENS INC /AR/ | $35.2M | 364K | ▼−3.1% Reduced · −12K sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $34.0M | 351K | ▲+3.1% Added · +10K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 188 funds | $41.1B |
| ALPHABET INC-CL CGOOG | 188 funds | $15.5B |
| MICROSOFT CORPMSFT | 187 funds | $33.4B |
| ALPHABET INC-CL AGOOGL | 187 funds | $22.0B |
| BROADCOM INCAVGO | 187 funds | $16.1B |
| JPMORGAN CHASE & COJPM | 187 funds | $14.6B |
| VISA INC-CLASS A SHARESV | 187 funds | $8.9B |
| EXXON MOBIL CORPXOM | 187 funds | $8.4B |
| COSTCO WHOLESALE CORPCOST | 187 funds | $8.3B |
| CHEVRON CORPCVX | 187 funds | $6.2B |
| PROCTER & GAMBLE CO/THEPG | 187 funds | $5.2B |
| MERCK & CO. INC.MRK | 187 funds | $4.2B |
Ranked by how many of MOAT'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MOAT. 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.