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/NUSC/capital-change-brief"
Use Arkolith's capital_change_brief for NUSC. 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/ | $174.7M | 3.9M | ▼−37% Reduced · −2.3M sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $77.6M | 1.7M | ▲+16% Added · +242K sh | Q1 2026 | |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $56.5M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $47.5M | 1.1M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $47.1M | 1.0M | ▼−2.1% Reduced · −23K sh | Q1 2026 | |
| 6 | MISSION WEALTH MANAGEMENT, LP | $37.4M | 831K | ▲+1.5% Added · +12K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $36.9M | 820K | ▲+37% Added · +221K sh | Q1 2026 | |
| 8 | UBS Group AG | $33.5M | 744K | ▲+120% Added · +405K sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $16.2M | 360K | ▲+2.5% Added · +9K sh | Q1 2026 | |
| 10 | North Berkeley Wealth Management, LLC | $13.2M | 294K | ▲+2.9% Added · +8K sh | Q1 2026 | |
| 11 | Corient Private Wealth LLC | $11.8M | 262K | ▲+2.3% Added · +6K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $11.8M | 262K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 13 | Creative Planning | $11.7M | 260K | ▲+11% Added · +26K sh | Q1 2026 | |
| 14 | WCG Wealth Advisors LLC | $10.0M | 222K | ▲+0.2% Added · +387 sh | Q1 2026 | |
| 15 | FMR LLC | $9.9M | 220K | ▲+11% Added · +22K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $9.6M | 212K | ▲+1.8% Added · +4K sh | Q1 2026 | |
| 17 | COLDSTREAM CAPITAL MANAGEMENT INC | $8.2M | 182K | ▼−5.8% Reduced · −11K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $7.6M | 168K | ▲+2.8% Added · +4K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $6.7M | 149K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 20 | Allworth Financial LP | $6.1M | 136K | ▼−0.3% Reduced · −359 sh | Q1 2026 | |
| 21 | DeDora Capital, Inc. | $7.0M | 135K | ▲+0.6% Added · +839 sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 131K | ▲+49% Added · +43K sh | Q1 2026 | |
| 23 | Allodium Investment Consultants, LLC | $6.8M | 130K | ▲+6.3% Added · +8K sh | Q2 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $5.1M | 116K | ▲+34% Added · +29K sh | Q1 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $4.9M | 110K | ▲+5.6% Added · +6K 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 | 73 funds | $21.5B |
| MICROSOFT CORPMSFT | 73 funds | $19.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $13.9B |
| ALPHABET INC-CL CGOOG | 73 funds | $9.7B |
| BROADCOM INCAVGO | 73 funds | $9.4B |
| JPMORGAN CHASE & COJPM | 73 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $7.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 73 funds | $5.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 73 funds | $5.5B |
| VISA INC-CLASS A SHARESV | 73 funds | $5.0B |
| JOHNSON & JOHNSONJNJ | 73 funds | $4.9B |
| EXXON MOBIL CORPXOM | 73 funds | $4.8B |
Ranked by how many of NUSC'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 NUSC. 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.