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/PPA/capital-change-brief"
Use Arkolith's capital_change_brief for PPA. 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/ | $1.2B | 7.4M | ▼−3.8% Reduced · −296K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $359.3M | 2.2M | ▲+1.2% Added · +25K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $325.9M | 2.0M | ▲+14% Added · +238K sh | Q1 2026 | |
| 4 | UBS Group AG | $134.4M | 811K | ▲+3.4% Added · +26K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $122.1M | 737K | ▲+13% Added · +85K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $92.3M | 557K | ▲+22% Added · +99K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $87.5M | 528K | ▲+18% Added · +79K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $81.4M | 491K | ▼−1.4% Reduced · −7K sh | Q1 2026 | |
| 9 | Composition Wealth, LLC | $66.2M | 400K | ▲+14% Added · +49K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $58.4M | 353K | ▲+15% Added · +47K sh | Q1 2026 | |
| 11 | Summit Trail Advisors, LLC | $55.1M | 333K | ▲+14% Added · +42K sh | Q1 2026 | |
| 12 | Capital Asset Advisory Services LLC | $57.4M | 325K | ▼−4.0% Reduced · −13K sh | Q1 2026 | |
| 13 | MEITAV INVESTMENT HOUSE LTD | $45.6M | 275K | —Held | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $44.2M | 267K | ▲+20% Added · +45K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $37.6M | 228K | ▲+29% Added · +52K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $36.6M | 221K | ▲+8.0% Added · +16K sh | Q1 2026 | |
| 17 | MAI Capital Management | $35.8M | 216K | ▼−2.6% Reduced · −6K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $33.8M | 204K | ▲+9.4% Added · +17K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $33.3M | 201K | ▲+8.9% Added · +16K sh | Q1 2026 | |
| 20 | GREENLIGHT CAPITAL INC | $17.1M | 186K | ▲New +186K sh | Q4 2023 | |
| 21 | TRUIST FINANCIAL CORP | $27.2M | 164K | ▲+0.2% Added · +297 sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $25.5M | 154K | ▲+137% Added · +89K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.9M | 144K | ▼−23% Reduced · −43K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $23.3M | 141K | ▲+13% Added · +16K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $20.2M | 129K | ▲+11% Added · +12K 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 174 funds | $14.1B |
| CISCO SYSTEMS INCCSCO | 174 funds | $4.0B |
| MICROSOFT CORPMSFT | 173 funds | $33.1B |
| AMAZON.COM INCAMZN | 173 funds | $24.4B |
| VISA INC-CLASS A SHARESV | 173 funds | $8.3B |
| EXXON MOBIL CORPXOM | 173 funds | $8.1B |
| APPLE INCAAPL | 172 funds | $40.7B |
| NVIDIA CORPNVDA | 172 funds | $38.0B |
| ALPHABET INC-CL AGOOGL | 172 funds | $20.7B |
| BROADCOM INCAVGO | 172 funds | $15.7B |
| ALPHABET INC-CL CGOOG | 172 funds | $14.9B |
| META PLATFORMS INC-CLASS AMETA | 172 funds | $13.2B |
Ranked by how many of PPA'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 PPA. 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.