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/PWRD/capital-change-brief"
Use Arkolith's capital_change_brief for PWRD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | $642.4M | 6.6M | ▲+24% Added · +1.3M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $321.4M | 3.4M | ▲+13% Added · +390K sh | Q1 2026 | |
| 3 | OpenArc Corporate Advisory, LLC | $228.1M | 2.3M | ▲+40% Added · +663K sh | Q1 2026 | |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $206.0M | 2.1M | ▼−10% Reduced · −245K sh | Q1 2026 | |
| 5 | Quotient Wealth Partners, LLC | $91.2M | 933K | ▲+41% Added · +271K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $45.3M | 463K | ▲+38% Added · +128K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.6M | 415K | ▲+63% Added · +161K sh | Q1 2026 | |
| 8 | WCG Wealth Advisors LLC | $35.6M | 364K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $21.9M | 224K | ▲4k× Added · +224K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.9M | 163K | ▲33× Added · +158K sh | Q1 2026 | |
| 11 | ASPIRIANT, LLC | $15.6M | 160K | ▲+8.8% Added · +13K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $15.3M | 156K | ▲11× Added · +142K sh | Q1 2026 | |
| 13 | Procyon Advisors, LLC | $17.7M | 144K | ▲+6.3% Added · +9K sh | Q2 2026 | |
| 14 | Mariner, LLC | $13.5M | 138K | ▲+11% Added · +14K sh | Q1 2026 | |
| 15 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $10.3M | 105K | —Held | Q1 2026 | |
| 16 | Quadcap Wealth Management, LLC | $9.3M | 95K | ▲+11% Added · +9K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $8.9M | 91K | ▲+154% Added · +55K sh | Q1 2026 | |
| 18 | Valence8 US LP | $8.3M | 85K | ▼−48% Reduced · −80K sh | Q1 2026 | |
| 19 | Principle Wealth Partners LLC | $8.1M | 83K | ▲+73% Added · +35K sh | Q1 2026 | |
| 20 | Venture Visionary Partners LLC | $8.0M | 82K | ▲+0.6% Added · +489 sh | Q1 2026 | |
| 21 | AVALON CAPITAL MANAGEMENT | $7.4M | 60K | ▲+8.8% Added · +5K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 54K | ▲+85% Added · +25K sh | Q1 2026 | |
| 23 | Cyndeo Wealth Partners, LLC | $5.0M | 51K | ▲+2.2% Added · +1K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $4.7M | 48K | ▲+156% Added · +29K sh | Q1 2026 | |
| 25 | TCW GROUP INC | $3.8M | 39K | ▲+36% Added · +10K 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 |
|---|---|---|
| SPDR GOLD SHARESGLD | 40 funds | $1.7B |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $10.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $6.5B |
| MICROSOFT CORPMSFT | 39 funds | $6.3B |
| BROADCOM INCAVGO | 39 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 39 funds | $2.9B |
| TESLA INCTSLA | 39 funds | $2.1B |
| VISA INC-CLASS A SHARESV | 39 funds | $1.4B |
| GENERAL ELECTRICGE | 39 funds | $1.0B |
| NETFLIX INCNFLX | 39 funds | $865.3M |
| SALESFORCE INCCRM | 39 funds | $696.0M |
| BLACKSTONE INCBX | 39 funds | $309.3M |
Ranked by how many of PWRD'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 PWRD. 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.