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/MTUM/capital-change-brief"
Use Arkolith's capital_change_brief for MTUM. 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 | $2.0B | 8.5M | ▲+7.5% Added · +588K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $2.0B | 8.4M | ▲+7.2% Added · +564K sh | Q1 2026 | |
| 3 | FMR LLC | $1.3B | 5.5M | ▲+15% Added · +726K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $807.9M | 3.4M | ▲+2.3% Added · +75K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $787.4M | 3.3M | ▲+2.0% Added · +65K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $739.7M | 3.1M | ▲+8.0% Added · +227K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $389.6M | 1.6M | ▲+1.7% Added · +27K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $328.2M | 1.4M | ▼−0.6% Reduced · −8K sh | Q1 2026 | |
| 9 | STATE OF MICHIGAN RETIREMENT SYSTEM | $321.6M | 1.3M | ▲+4.1% Added · +53K sh | Q1 2026 | |
| 10 | Blue Trust, Inc. | $306.0M | 1.3M | ▲+2.6% Added · +33K sh | Q1 2026 | |
| 11 | Cerity Partners LLC | $283.9M | 1.2M | ▲+2.3% Added · +27K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $281.8M | 1.2M | ▼−22% Reduced · −328K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $280.7M | 1.2M | ▼−7.1% Reduced · −89K sh | Q1 2026 | |
| 14 | CWM, LLC | $275.8M | 1.1M | ▲+0.7% Added · +8K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $264.0M | 1.1M | ▼−0.6% Reduced · −7K sh | Q1 2026 | |
| 16 | Corient Private Wealth LLC | $233.6M | 974K | ▲+9.2% Added · +82K sh | Q1 2026 | |
| 17 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $319.4M | 932K | ▼−3.0% Reduced · −29K sh | Q2 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $202.8M | 845K | ▲~0% Added · +399 sh | Q1 2026 | |
| 19 | UBS Group AG | $169.9M | 708K | ▼−8.5% Reduced · −66K sh | Q1 2026 | |
| 20 | Envestnet Portfolio Solutions, Inc. | $169.5M | 706K | ▼−2.0% Reduced · −15K sh | Q1 2026 | |
| 21 | Orgel Wealth Management, LLC | $230.6M | 673K | ▼−1.6% Reduced · −11K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $150.2M | 626K | ▼−9.8% Reduced · −68K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $146.8M | 612K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195.5M | 608K | ▼−1.1% Reduced · −7K sh | Q2 2026 | |
| 25 | ROYAL BANK OF CANADA | $121.8M | 508K | ▲+5.6% Added · +27K 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 | 210 funds | $132.4B |
| AMAZON.COM INCAMZN | 210 funds | $72.6B |
| ALPHABET INC-CL CGOOG | 209 funds | $42.9B |
| APPLE INCAAPL | 208 funds | $108.0B |
| MICROSOFT CORPMSFT | 208 funds | $97.8B |
| META PLATFORMS INC-CLASS AMETA | 208 funds | $39.0B |
| JPMORGAN CHASE & COJPM | 208 funds | $28.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 208 funds | $16.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 207 funds | $20.7B |
| ALPHABET INC-CL AGOOGL | 206 funds | $58.0B |
| BROADCOM INCAVGO | 206 funds | $51.4B |
| ELI LILLY & COLLY | 206 funds | $28.4B |
Ranked by how many of MTUM'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 MTUM. 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.