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/OEF/capital-change-brief"
Use Arkolith's capital_change_brief for OEF. 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/ | $2.2B | 6.9M | ▼−0.6% Reduced · −45K sh | Q1 2026 | |
| 2 | FIFTH THIRD BANCORP | $821.5M | 2.6M | ▲+1.3% Added · +33K sh | Q1 2026 | |
| 3 | JONES FINANCIAL COMPANIES LLLP | $672.3M | 2.2M | ▼−0.4% Reduced · −8K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $509.9M | 1.7M | ▼−41% Reduced · −1.1M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $408.0M | 1.3M | ▼−50% Reduced · −1.3M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $386.0M | 1.2M | ▼−73% Reduced · −3.3M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $359.0M | 1.1M | ▲+1.6% Added · +18K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $330.8M | 1.0M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $271.3M | 853K | ▼−6.5% Reduced · −59K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $254.0M | 799K | ▲+165% Added · +497K sh | Q1 2026 | |
| 11 | Cresset Asset Management, LLC | $251.9M | 792K | ▼−3.8% Reduced · −31K sh | Q1 2026 | |
| 12 | IEQ CAPITAL, LLC | $227.6M | 715K | ▲+1.7% Added · +12K sh | Q1 2026 | |
| 13 | UBS Group AG | $219.3M | 689K | ▼−5.0% Reduced · −37K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $140.5M | 442K | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $134.0M | 421K | ▼−11% Reduced · −49K sh | Q1 2026 | |
| 16 | EVOKE WEALTH, LLC | $128.8M | 405K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 17 | Quantum Financial Advisors, LLC | Withheld | 405K | ▼−2.3% Reduced · −10K sh | Q2 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $122.7M | 367K | ▼−38% Reduced · −228K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $110.9M | 349K | ▼−97% Reduced · −10.2M sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $87.7M | 276K | ▼−41% Reduced · −191K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $86.7M | 272K | ▼−38% Reduced · −168K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $72.1M | 227K | ▼−24% Reduced · −71K sh | Q1 2026 | |
| 23 | BANK OF MONTREAL /CAN/ | $56.4M | 177K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 24 | AQR CAPITAL MANAGEMENT LLC | $54.4M | 171K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 25 | Ensign Peak Advisors, Inc | $54.2M | 170K | —Held | 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 | 236 funds | $145.8B |
| MICROSOFT CORPMSFT | 236 funds | $109.9B |
| META PLATFORMS INC-CLASS AMETA | 236 funds | $42.5B |
| ALPHABET INC-CL AGOOGL | 235 funds | $67.5B |
| AMAZON.COM INCAMZN | 234 funds | $78.4B |
| ALPHABET INC-CL CGOOG | 234 funds | $49.2B |
| JPMORGAN CHASE & COJPM | 234 funds | $35.0B |
| APPLE INCAAPL | 233 funds | $122.5B |
| BROADCOM INCAVGO | 231 funds | $56.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 231 funds | $25.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 231 funds | $19.7B |
| VISA INC-CLASS A SHARESV | 230 funds | $27.9B |
Ranked by how many of OEF'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 OEF. 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.