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/ONEZ/capital-change-brief"
Use Arkolith's capital_change_brief for ONEZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $63.6M | 2.5M | ▲+4.6% Added · +111K sh | Q1 2026 | |
| 2 | Mid-American Wealth Advisory Group, Inc. | $3.5M | 125K | ▼−19% Reduced · −29K sh | Q2 2026 | |
| 3 | LifeWealth Investments, LLC | $2.1M | 77K | ▲+105% Added · +40K sh | Q2 2026 | |
| 4 | Aegis Wealth Management, Inc. | $910K | 33K | ▲+8.7% Added · +3K sh | Q2 2026 | |
| 5 | Csenge Advisory Group | $753K | 30K | ▲+0.7% Added · +203 sh | Q1 2026 | |
| 6 | Weaver Consulting Group | $299K | 12K | —Held | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $264K | 11K | ▲New +11K sh | Q1 2026 | |
| 8 | Decker Retirement Planning Inc. | $169K | 6K | ▲+776% Added · +5K sh | Q2 2026 | |
| 9 | UBS Group AG | $32K | 1K | ▲New +1K sh | Q1 2026 | |
| 10 | GeoWealth Management, LLC | $7K | 279 | ▼−34% Reduced · −142 sh | Q1 2026 | |
| 11 | US BANCORP \DE\ | $2K | 80 | ▲New +80 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.
| Class | 13F holders | Value held |
|---|---|---|
| SOVFSOVEREIGNS CAPIT | 21 funds | $66.7M |
| CEFZRIVERNORTH ACTIV | 16 funds | $12.7M |
| LRNZTRUESHS TECH AI | 15 funds | $3.0M |
| DIVZPOLEN DIVIDEND I | 13 funds | $31.0M |
| QBERTRUESHARES QUART | 13 funds | $27.8M |
| AUGZTRUESHARES STRUC | 12 funds | $26.7M |
| ONEZthis pageTRUESHARES SEASO | 11 funds | $71.7M |
| SEPZTRUESHARES STRUC | 11 funds | $46.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $24.1B |
| NVIDIA CORPNVDA | 6 funds | $16.8B |
| APPLE INCAAPL | 6 funds | $16.1B |
| MICROSOFT CORPMSFT | 6 funds | $14.8B |
| ISHARES CORE MSCI EAFE ETFIEFA | 6 funds | $9.9B |
| BROADCOM INCAVGO | 6 funds | $9.7B |
| AMAZON.COM INCAMZN | 6 funds | $9.7B |
| ALPHABET INC-CL AGOOGL | 6 funds | $9.5B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 6 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 6 funds | $6.2B |
Ranked by how many of ONEZ'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 ONEZ. 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.