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/PBW/capital-change-brief"
Use Arkolith's capital_change_brief for PBW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $47.1M | 1.5M | ▲+14% Added · +187K sh | Q1 2026 | |
| 2 | TWO SIGMA INVESTMENTS, LP | $13.6M | 430K | ▼−6.2% Reduced · −28K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $10.6M | 336K | ▼−29% Reduced · −136K sh | Q1 2026 | |
| 4 | Qube Research & Technologies Ltd | $8.7M | 276K | ▼−23% Reduced · −85K sh | Q1 2026 | |
| 5 | IFP Advisors, Inc | $8.2M | 260K | ▲333× Added · +259K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.6M | 210K | ▼−29% Reduced · −85K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $5.8M | 185K | ▼−50% Reduced · −188K sh | Q1 2026 | |
| 8 | ALLIANZ SE | $5.3M | 169K | —Held | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $4.0M | 128K | ▲+652% Added · +111K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $2.9M | 92K | ▼−71% Reduced · −229K sh | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $2.9M | 91K | ▼−70% Reduced · −214K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $2.5M | 80K | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $2.4M | 76K | ▼−35% Reduced · −40K sh | Q1 2026 | |
| 14 | Curated Wealth Partners LLC | Withheld | 75K | ▲12× Added · +69K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $2.3M | 72K | ▲+323% Added · +55K sh | Q1 2026 | |
| 16 | Envestnet Portfolio Solutions, Inc. | $2.0M | 65K | ▼−0.9% Reduced · −600 sh | Q1 2026 | |
| 17 | GTS SECURITIES LLC | $2.0M | 63K | ▲+458% Added · +52K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $1.7M | 54K | ▲+273% Added · +39K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.4M | 43K | ▼−70% Reduced · −102K sh | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $1.3M | 43K | ▲1k× Added · +43K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 42K | ▼−2.1% Reduced · −920 sh | Q1 2026 | |
| 22 | Tower Research Capital LLC (TRC) | $1.3M | 41K | ▲31× Added · +40K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 37K | ▼−72% Reduced · −94K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $1.1M | 36K | ▼−26% Reduced · −13K sh | Q1 2026 | |
| 25 | NWAM LLC | $1.0M | 32K | ▲+4.8% Added · +1K 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 |
|---|---|---|
| APPLE INCAAPL | 43 funds | $15.4B |
| MICROSOFT CORPMSFT | 43 funds | $12.6B |
| AMAZON.COM INCAMZN | 43 funds | $10.0B |
| BROADCOM INCAVGO | 43 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 43 funds | $6.1B |
| VISA INC-CLASS A SHARESV | 43 funds | $3.2B |
| EXXON MOBIL CORPXOM | 43 funds | $3.1B |
| COSTCO WHOLESALE CORPCOST | 43 funds | $3.1B |
| ELI LILLY & COLLY | 43 funds | $3.0B |
| TESLA INCTSLA | 43 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 43 funds | $2.6B |
| CHEVRON CORPCVX | 43 funds | $2.3B |
Ranked by how many of PBW'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 PBW. 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.