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/PAVE/capital-change-brief"
Use Arkolith's capital_change_brief for PAVE. 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/ | $1.3B | 25.5M | ▲+3.7% Added · +904K sh | Q1 2026 | |
| 2 | BANK OF MONTREAL /CAN/ | $1.2B | 24.2M | ▼−1.8% Reduced · −434K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $541.7M | 10.7M | ▲+4.3% Added · +442K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $440.8M | 8.7M | ▲+14% Added · +1.0M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $315.3M | 6.4M | ▲+35% Added · +1.7M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $207.7M | 4.1M | ▲+40% Added · +1.2M sh | Q1 2026 | |
| 7 | CIBC Bancorp USA Inc. | $199.8M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $167.1M | 3.3M | ▲+8.3% Added · +252K sh | Q1 2026 | |
| 9 | Kestra Investment Management, LLC | $136.9M | 2.7M | ▲+300% Added · +2.0M sh | Q1 2026 | |
| 10 | UBS Group AG | $125.1M | 2.5M | ▲+17% Added · +361K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $101.7M | 2.0M | ▼−10% Reduced · −227K sh | Q1 2026 | |
| 12 | WADDELL & ASSOCIATES, LLC | $115.7M | 2.0M | ▼−0.2% Reduced · −4K sh | Q2 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $88.3M | 1.7M | ▼−4.9% Reduced · −89K sh | Q1 2026 | |
| 14 | RiverFront Investment Group, LLC | $82.6M | 1.6M | ▲+8.8% Added · +132K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $81.8M | 1.6M | ▲+8.1% Added · +120K sh | Q1 2026 | |
| 16 | PRINCIPAL FINANCIAL GROUP INC | $79.6M | 1.6M | ▲+46% Added · +494K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $78.1M | 1.5M | ▲+4.7% Added · +68K sh | Q1 2026 | |
| 18 | VAN ECK ASSOCIATES CORP | Withheld | 1.5M | ▲+133% Added · +851K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $65.9M | 1.3M | ▲+32% Added · +312K sh | Q1 2026 | |
| 20 | MEITAV INVESTMENT HOUSE LTD | $62.0M | 1.2M | ▲+1.3% Added · +16K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $61.1M | 1.2M | ▲+24% Added · +231K sh | Q1 2026 | |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | $51.7M | 1.0M | ▼−0.9% Reduced · −9K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $51.6M | 1.0M | ▼−6.0% Reduced · −64K sh | Q1 2026 | |
| 24 | Capital Asset Advisory Services LLC | $54.6M | 984K | ▼−0.7% Reduced · −7K sh | Q1 2026 | |
| 25 | Mariner, LLC | $46.3M | 912K | ▲+3.8% Added · +33K 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 | 202 funds | $17.1B |
| APPLE INCAAPL | 201 funds | $46.2B |
| NVIDIA CORPNVDA | 201 funds | $42.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 201 funds | $31.6B |
| ALPHABET INC-CL AGOOGL | 201 funds | $24.1B |
| JPMORGAN CHASE & COJPM | 201 funds | $15.2B |
| META PLATFORMS INC-CLASS AMETA | 201 funds | $13.4B |
| VISA INC-CLASS A SHARESV | 201 funds | $8.9B |
| COSTCO WHOLESALE CORPCOST | 201 funds | $8.0B |
| MICROSOFT CORPMSFT | 200 funds | $35.3B |
| AMAZON.COM INCAMZN | 200 funds | $26.2B |
| ALPHABET INC-CL CGOOG | 200 funds | $17.0B |
Ranked by how many of PAVE'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 PAVE. 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.