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/MUNI/capital-change-brief"
Use Arkolith's capital_change_brief for MUNI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $192.6M | 3.7M | ▲+15% Added · +489K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $184.8M | 3.5M | ▲+19% Added · +559K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $130.0M | 2.5M | ▲+21% Added · +432K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $116.5M | 2.2M | ▲+10% Added · +206K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $57.6M | 1.1M | ▼−8.6% Reduced · −104K sh | Q1 2026 | |
| 6 | CWM, LLC | $51.8M | 993K | ▲+7.7% Added · +71K sh | Q1 2026 | |
| 7 | WCG Wealth Advisors LLC | $50.2M | 963K | ▲+11% Added · +98K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $47.5M | 910K | ▲+107% Added · +470K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $41.1M | 788K | ▲+7.3% Added · +54K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $39.2M | 752K | ▲+15% Added · +98K sh | Q1 2026 | |
| 11 | UBS Group AG | $36.9M | 708K | ▲+22% Added · +127K sh | Q1 2026 | |
| 12 | Stonebridge Financial Group, LLC | $33.0M | 627K | ▲+3.2% Added · +19K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $32.6M | 625K | ▲+8.6% Added · +50K sh | Q1 2026 | |
| 14 | Dynasty Wealth Management, LLC | $30.9M | 592K | ▼−5.6% Reduced · −35K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $26.7M | 511K | ▼−3.7% Reduced · −20K sh | Q1 2026 | |
| 16 | MBL Wealth, LLC | $26.6M | 505K | ▲+6.2% Added · +29K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $22.3M | 428K | ▲+6.4% Added · +26K sh | Q1 2026 | |
| 18 | Larson Financial Group LLC | $21.4M | 410K | ▲+16% Added · +58K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $18.5M | 354K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 20 | Quotient Wealth Partners, LLC | $18.0M | 345K | ▲+6.6% Added · +21K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 338K | ▲+7.6% Added · +24K sh | Q1 2026 | |
| 22 | DAVIS R M INC | $17.5M | 334K | ▲+0.2% Added · +792 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $14.7M | 281K | ▼−27% Reduced · −101K sh | Q1 2026 | |
| 24 | Clearstead Advisors, LLC | $14.3M | 273K | ▲+17% Added · +39K sh | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $13.8M | 265K | ▲+60% Added · +100K 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 |
|---|---|---|
| BROADCOM INCAVGO | 134 funds | $11.0B |
| SPDR GOLD SHARESGLD | 134 funds | $4.8B |
| ISHARES CORE S&P 500 ETFIVV | 133 funds | $28.5B |
| NVIDIA CORPNVDA | 133 funds | $27.8B |
| MICROSOFT CORPMSFT | 133 funds | $22.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 133 funds | $17.4B |
| JPMORGAN CHASE & COJPM | 133 funds | $10.4B |
| ALPHABET INC-CL CGOOG | 133 funds | $9.3B |
| EXXON MOBIL CORPXOM | 133 funds | $6.6B |
| ELI LILLY & COLLY | 133 funds | $6.2B |
| JOHNSON & JOHNSONJNJ | 133 funds | $5.9B |
| WALMART INCWMT | 133 funds | $5.7B |
Ranked by how many of MUNI'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 MUNI. 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.