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/PICK/capital-change-brief"
Use Arkolith's capital_change_brief for PICK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $171.5M | 3.0M | ▼−2.8% Reduced · −87K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $60.1M | 1.1M | ▲+118% Added · +575K sh | Q1 2026 | |
| 3 | Woodline Partners LP | $36.1M | 639K | ▲124× Added · +634K sh | Q1 2026 | |
| 4 | Greenline Partners, LLC | $28.7M | 508K | ▲~0% Added · +45 sh | Q1 2026 | |
| 5 | STIFEL FINANCIAL CORP | $26.5M | 468K | ▲19× Added · +443K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $22.7M | 402K | ▼−27% Reduced · −148K sh | Q1 2026 | |
| 7 | BENJAMIN EDWARDS INC | $21.1M | 373K | ▲New +373K sh | Q1 2026 | |
| 8 | Bank Julius Baer & Co. Ltd, Zurich | $21.0M | 370K | ▲New +370K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $18.3M | 324K | ▲+12% Added · +36K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $16.4M | 289K | ▲72× Added · +285K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $15.7M | 277K | ▲+59% Added · +103K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $14.8M | 262K | ▲+64% Added · +102K sh | Q1 2026 | |
| 13 | Proficio Capital Partners LLC | $14.6M | 257K | ▲+66% Added · +102K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $13.0M | 230K | ▲+26% Added · +47K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $10.2M | 189K | ▲24× Added · +181K sh | Q1 2026 | |
| 16 | UBS Group AG | $10.4M | 185K | ▲+58% Added · +68K sh | Q1 2026 | |
| 17 | HENGEHOLD CAPITAL MANAGEMENT LLC | $10.5M | 181K | ▲New +181K sh | Q2 2026 | |
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $8.1M | 144K | ▲New +144K sh | Q1 2026 | |
| 19 | OLD MISSION CAPITAL LLC | $7.9M | 140K | ▲New +140K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 138K | ▼−22% Reduced · −39K sh | Q1 2026 | |
| 21 | EDMOND DE ROTHSCHILD HOLDING S.A. | $7.7M | 136K | ▲New +136K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $7.7M | 136K | ▲+187% Added · +89K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $7.0M | 123K | ▲+309% Added · +93K sh | Q1 2026 | |
| 24 | Trilogy Capital Inc. | $6.9M | 118K | ▲+12% Added · +13K sh | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $6.3M | 111K | ▲+25% Added · +22K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 71 funds | $26.2B |
| ALPHABET INC-CL AGOOGL | 71 funds | $18.1B |
| JPMORGAN CHASE & COJPM | 71 funds | $9.3B |
| VISA INC-CLASS A SHARESV | 71 funds | $6.3B |
| AMAZON.COM INCAMZN | 70 funds | $17.4B |
| BROADCOM INCAVGO | 70 funds | $10.7B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $10.2B |
| COSTCO WHOLESALE CORPCOST | 70 funds | $5.0B |
| NETFLIX INCNFLX | 70 funds | $4.5B |
| MASTERCARD INC - AMA | 70 funds | $3.9B |
| TESLA INCTSLA | 70 funds | $3.9B |
| MERCK & CO. INC.MRK | 70 funds | $2.9B |
Ranked by how many of PICK'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 PICK. 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.