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/PRIV/capital-change-brief"
Use Arkolith's capital_change_brief for PRIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $743.0M | 29.5M | ▲New +29.5M sh | Q1 2026 | |
| 2 | Gradient Investments LLC | $25.8M | 1.0M | ▲+15% Added · +130K sh | Q2 2026 | |
| 3 | Wealth Management Nebraska | $1.7M | 68K | ▲+16% Added · +9K sh | Q1 2026 | |
| 4 | Brown Financial Advisors | $1.5M | 59K | ▲+26% Added · +12K sh | Q1 2026 | |
| 5 | Paladin Wealth, LLC | $1.1M | 43K | ▲+34% Added · +11K sh | Q2 2026 | |
| 6 | JANE STREET GROUP, LLC | $728K | 29K | ▼−90% Reduced · −250K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $588K | 23K | ▼−89% Reduced · −185K sh | Q1 2026 | |
| 8 | MATHER GROUP, LLC. | $443K | 18K | ▲New +18K sh | Q1 2026 | |
| 9 | Breakwater Investment Management | $223K | 9K | ▲17× Added · +8K sh | Q1 2026 | |
| 10 | Wealth Preservation Advisors, LLC | $218K | 9K | —Held | Q1 2026 | |
| 11 | Crews Bank & Trust | $43K | 2K | —Held | Q2 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $3K | 120 | —Held | Q1 2026 | |
| 13 | Byrne Asset Management LLC | $3K | 100 | —Held | Q2 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 |
|---|---|---|
| SS SPDR P S&P 400 MIDCAP ETFSPMD | 3 funds | $38.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $32.4M |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 2 funds | $1.1B |
| STE STR SPDR PT S&P 500 ETFSPYM | 2 funds | $321.5M |
| DOUBLELINE MORTGAGE ETFDMBS | 2 funds | $151.7M |
| SPDR GOLD MINISHARES TRUSTGLDM | 2 funds | $151.0M |
| APPLE INCAAPL | 2 funds | $149.0M |
| NVIDIA CORPNVDA | 2 funds | $144.1M |
| AMAZON.COM INCAMZN | 2 funds | $141.7M |
| MICROSOFT CORPMSFT | 2 funds | $131.1M |
| ALPHABET INC-CL CGOOG | 2 funds | $113.6M |
| JANUS HENDERSON MORTG BACKEDJMBS | 2 funds | $106.1M |
Ranked by how many of PRIV'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 PRIV. 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.