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/POCT/capital-change-brief"
Use Arkolith's capital_change_brief for POCT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $80.6M | 1.8M | ▼−4.2% Reduced · −80K sh | Q1 2026 | |
| 2 | Cerity Partners LLC | $66.7M | 1.5M | ▼−1.9% Reduced · −31K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $31.7M | 735K | ▼−5.9% Reduced · −46K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $29.3M | 680K | ▼−15% Reduced · −116K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $25.2M | 586K | ▲+29% Added · +131K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $17.9M | 416K | ▼−1.8% Reduced · −8K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $16.8M | 390K | ▼−7.8% Reduced · −33K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $16.1M | 374K | ▼−2.6% Reduced · −10K sh | Q1 2026 | |
| 9 | BLAIR WILLIAM & CO/IL | $16.0M | 371K | ▼−0.1% Reduced · −464 sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $11.4M | 264K | ▼−1.8% Reduced · −5K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $11.0M | 255K | ▲+20% Added · +42K sh | Q1 2026 | |
| 12 | CoreCap Advisors, LLC | $10.8M | 250K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $10.6M | 246K | ▼−1.9% Reduced · −5K sh | Q1 2026 | |
| 14 | CWM, LLC | $10.1M | 234K | ▼−4.6% Reduced · −11K sh | Q1 2026 | |
| 15 | Orion Porfolio Solutions, LLC | $9.9M | 231K | ▼−5.5% Reduced · −13K sh | Q1 2026 | |
| 16 | US BANCORP \DE\ | $9.3M | 216K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 17 | Beacon Pointe Advisors, LLC | $9.1M | 211K | ▲+22% Added · +38K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $8.2M | 191K | ▲+120% Added · +104K sh | Q1 2026 | |
| 19 | Cornerstone Wealth, LLC/TN | $8.2M | 182K | ▲New +182K sh | Q1 2026 | |
| 20 | Forvis Mazars Wealth Advisors, LLC | $7.0M | 163K | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 21 | Talon Private Wealth, LLC | $6.2M | 144K | ▲New +144K sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $6.2M | 144K | ▼−6.4% Reduced · −10K sh | Q1 2026 | |
| 23 | Cresset Asset Management, LLC | $5.8M | 135K | ▼−2.8% Reduced · −4K sh | Q1 2026 | |
| 24 | Certified Advisory Corp | $5.9M | 128K | ▼−3.5% Reduced · −5K sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $5.4M | 124K | ▼−37% Reduced · −73K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $19.7B |
| NVIDIA CORPNVDA | 64 funds | $16.8B |
| MICROSOFT CORPMSFT | 64 funds | $14.8B |
| AMAZON.COM INCAMZN | 64 funds | $11.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $11.7B |
| ALPHABET INC-CL AGOOGL | 64 funds | $9.4B |
| ALPHABET INC-CL CGOOG | 64 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 64 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $6.3B |
| ELI LILLY & COLLY | 64 funds | $3.9B |
| WALMART INCWMT | 64 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 64 funds | $3.8B |
Ranked by how many of POCT'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 POCT. 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.