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/MTBA/capital-change-brief"
Use Arkolith's capital_change_brief for MTBA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $122.4M | 2.5M | ▲+8.9% Added · +203K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $82.8M | 1.7M | ▼−2.4% Reduced · −41K sh | Q1 2026 | |
| 3 | MML INVESTORS SERVICES, LLC | $80.7M | 1.6M | ▼−7.0% Reduced · −124K sh | Q1 2026 | |
| 4 | Edge Wealth Management LLC | $53.5M | 1.1M | ▲+1.8% Added · +19K sh | Q2 2026 | |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $52.5M | 1.1M | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 6 | Hilton Capital Management, LLC | $42.3M | 855K | ▲+1.7% Added · +14K sh | Q1 2026 | |
| 7 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $40.5M | 819K | ▲+20% Added · +136K sh | Q1 2026 | |
| 8 | CreativeOne Wealth, LLC | $32.1M | 649K | ▲+6.6% Added · +40K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $28.8M | 583K | ▲+3.8% Added · +21K sh | Q1 2026 | |
| 10 | L2 Asset Management, LLC | $27.6M | 559K | ▲+105% Added · +286K sh | Q1 2026 | |
| 11 | Aprio Wealth Management, LLC | $22.9M | 463K | ▲+3.6% Added · +16K sh | Q1 2026 | |
| 12 | Proficio Capital Partners LLC | $19.0M | 384K | ▼−30% Reduced · −168K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $14.4M | 292K | ▲+16% Added · +40K sh | Q1 2026 | |
| 14 | WealthPlan Investment Management, LLC | $14.2M | 287K | ▲+146% Added · +170K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $12.9M | 261K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 16 | BAR HARBOR WEALTH MANAGEMENT | $11.8M | 240K | ▼−2.0% Reduced · −5K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $11.3M | 228K | ▲+4.4% Added · +10K sh | Q1 2026 | |
| 18 | True Wealth Design, LLC | $10.8M | 220K | ▼−4.2% Reduced · −10K sh | Q2 2026 | |
| 19 | Sanctuary Advisors, LLC | $7.9M | 160K | ▲+4.2% Added · +6K sh | Q1 2026 | |
| 20 | BANK OF MONTREAL /CAN/ | $7.7M | 155K | ▲+20% Added · +26K sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 152K | ▼−14% Reduced · −24K sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $7.2M | 146K | ▲+4.2% Added · +6K sh | Q1 2026 | |
| 23 | NWAM LLC | $6.7M | 136K | ▼−4.5% Reduced · −6K sh | Q1 2026 | |
| 24 | Calamos Advisors LLC | $5.9M | 119K | ▼−24% Reduced · −37K sh | Q1 2026 | |
| 25 | Tidal Investments LLC | $5.6M | 113K | ▼−61% Reduced · −179K 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 | 51 funds | $18.3B |
| MICROSOFT CORPMSFT | 51 funds | $14.8B |
| ALPHABET INC-CL AGOOGL | 51 funds | $9.8B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 51 funds | $5.8B |
| EXXON MOBIL CORPXOM | 51 funds | $3.8B |
| ELI LILLY & COLLY | 51 funds | $3.7B |
| VISA INC-CLASS A SHARESV | 51 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 51 funds | $3.4B |
| WALMART INCWMT | 51 funds | $3.3B |
| COSTCO WHOLESALE CORPCOST | 51 funds | $3.1B |
| CHEVRON CORPCVX | 51 funds | $2.7B |
Ranked by how many of MTBA'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 MTBA. 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.