This stock 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/PHYS/capital-change-brief"
Use Arkolith's capital_change_brief for PHYS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | $321.3M | 9.1M | ▼−4.7% Reduced · −451K sh | Q1 2026 | |
| 2 | Federation des caisses Desjardins du Quebec | $205.6M | 5.8M | ▲+4.1% Added · +231K sh | Q1 2026 | |
| 3 | CENTRAL TRUST Co | $196.4M | 5.5M | ▲+26% Added · +1.2M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $196.3M | 5.5M | ▲+3.0% Added · +164K sh | Q1 2026 | |
| 5 | Heritage Wealth Advisors | $169.9M | 4.8M | ▼−6.7% Reduced · −344K sh | Q1 2026 | |
| 6 | Evanson Asset Management, LLC | $136.1M | 3.8M | ▼−5.9% Reduced · −241K sh | Q1 2026 | |
| 7 | Evanson Financial, LLC | $108.6M | 3.6M | ▲New +3.6M sh | Q2 2026 | |
| 8 | IMC-Chicago, LLC | $86.8M | 2.4M | ▲+494% Added · +2.0M sh | Q1 2026 | |
| 9 | LPL Financial LLC | $83.7M | 2.4M | ▲+1.8% Added · +41K sh | Q1 2026 | |
| 10 | Bleakley Financial Group, LLC | $78.7M | 2.2M | ▼−2.7% Reduced · −61K sh | Q1 2026 | |
| 11 | SPROTT INC. | $74.8M | 2.1M | ▼−4.6% Reduced · −102K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $71.1M | 2.0M | ▲+12% Added · +214K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $63.9M | 1.8M | ▲+19% Added · +289K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $62.8M | 1.8M | ▲+0.7% Added · +13K sh | Q1 2026 | |
| 15 | SouthState Bank Corp | $61.5M | 1.7M | ▼−3.2% Reduced · −57K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $61.2M | 1.7M | ▲+5.6% Added · +92K sh | Q1 2026 | |
| 17 | Beacon Pointe Advisors, LLC | $55.2M | 1.6M | ▲+5.4% Added · +80K sh | Q1 2026 | |
| 18 | Forest Hill Capital, LLC | $51.3M | 1.4M | —Held | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $50.7M | 1.4M | ▼−5.3% Reduced · −80K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $48.8M | 1.4M | ▲+317% Added · +1.0M sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $48.0M | 1.4M | ▲24× Added · +1.3M sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $47.7M | 1.3M | ▲+40% Added · +383K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $45.6M | 1.3M | ▲+17% Added · +184K sh | Q1 2026 | |
| 24 | 3EDGE Asset Management, LP | $29.5M | 863K | ▼−9.4% Reduced · −90K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $30.4M | 858K | ▲+5.2% Added · +42K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 185 funds | $40.8B |
| ALPHABET INC-CL CGOOG | 184 funds | $16.8B |
| APPLE INCAAPL | 183 funds | $46.6B |
| MICROSOFT CORPMSFT | 183 funds | $38.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 183 funds | $26.0B |
| JPMORGAN CHASE & COJPM | 183 funds | $15.6B |
| EXXON MOBIL CORPXOM | 183 funds | $9.5B |
| AMAZON.COM INCAMZN | 182 funds | $26.5B |
| ELI LILLY & COLLY | 182 funds | $10.6B |
| TESLA INCTSLA | 182 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 181 funds | $25.7B |
| META PLATFORMS INC-CLASS AMETA | 181 funds | $14.0B |
Ranked by how many of PHYS'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PHYS. 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.