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/PYLD/capital-change-brief"
Use Arkolith's capital_change_brief for PYLD. 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/ | $604.9M | 23.1M | ▲+27% Added · +4.9M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $550.2M | 21.0M | ▲+23% Added · +3.9M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $471.8M | 18.0M | ▲+23% Added · +3.4M sh | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $393.3M | 15.0M | ▲New +15.0M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $313.9M | 12.0M | ▲+107% Added · +6.2M sh | Q1 2026 | |
| 6 | Sequoia Financial Advisors, LLC | $288.1M | 11.0M | ▲+16% Added · +1.5M sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $282.4M | 10.8M | ▲+16% Added · +1.5M sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $208.2M | 7.9M | ▲+23% Added · +1.5M sh | Q1 2026 | |
| 9 | Advance Capital Management, Inc. | $186.3M | 7.1M | ▲+45% Added · +2.2M sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $180.8M | 6.9M | ▲+55% Added · +2.5M sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $180.8M | 6.9M | ▲+24% Added · +1.4M sh | Q1 2026 | |
| 12 | Retirement Planning Group, LLC | $169.4M | 6.5M | ▲+12% Added · +695K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $147.0M | 5.6M | ▲+7.6% Added · +395K sh | Q1 2026 | |
| 14 | CWM, LLC | $131.1M | 5.0M | ▲+19% Added · +787K sh | Q1 2026 | |
| 15 | UBS Group AG | $123.9M | 4.7M | ▲+37% Added · +1.3M sh | Q1 2026 | |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $120.5M | 4.6M | ▲+69% Added · +1.9M sh | Q1 2026 | |
| 17 | TruWealth Advisors, LLC | $110.8M | 4.2M | ▲+3.9% Added · +160K sh | Q1 2026 | |
| 18 | Advocacy Wealth Management, LLC | $102.8M | 3.9M | ▲+9.3% Added · +333K sh | Q1 2026 | |
| 19 | Krilogy Financial LLC | $99.4M | 3.7M | ▲+6.0% Added · +212K sh | Q1 2026 | |
| 20 | WCG Wealth Advisors LLC | $89.1M | 3.4M | ▼−2.5% Reduced · −86K sh | Q1 2026 | |
| 21 | Stratos Wealth Partners, LTD. | $86.7M | 3.3M | ▲21× Added · +3.1M sh | Q1 2026 | |
| 22 | Destination Wealth Management | $83.6M | 3.2M | ▲+5.4% Added · +164K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $78.8M | 3.0M | ▲140× Added · +3.0M sh | Q1 2026 | |
| 24 | Confluence Wealth Services, Inc. | $78.2M | 3.0M | ▲+27% Added · +627K sh | Q1 2026 | |
| 25 | Fragasso Financial Advisors Inc | $77.1M | 2.9M | ▲+7.7% Added · +208K sh | 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 |
|---|---|---|
| NVIDIA CORPNVDA | 151 funds | $32.0B |
| MICROSOFT CORPMSFT | 151 funds | $26.3B |
| ALPHABET INC-CL AGOOGL | 151 funds | $17.3B |
| BROADCOM INCAVGO | 151 funds | $12.2B |
| JPMORGAN CHASE & COJPM | 151 funds | $11.5B |
| ALPHABET INC-CL CGOOG | 151 funds | $11.1B |
| EXXON MOBIL CORPXOM | 151 funds | $7.0B |
| JOHNSON & JOHNSONJNJ | 151 funds | $6.6B |
| WALMART INCWMT | 151 funds | $6.5B |
| CHEVRON CORPCVX | 151 funds | $4.8B |
| ABBVIE INCABBV | 151 funds | $4.3B |
| PROCTER & GAMBLE CO/THEPG | 151 funds | $4.0B |
Ranked by how many of PYLD'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 PYLD. 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.