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/QDEF/capital-change-brief"
Use Arkolith's capital_change_brief for QDEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | $272.6M | 3.4M | ▲+1.6% Added · +55K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $14.4M | 181K | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $7.3M | 91K | ▲+9.6% Added · +8K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.3M | 91K | ▲+28% Added · +20K sh | Q1 2026 | |
| 5 | RVW Wealth, LLC | $7.7M | 88K | ▲+9.2% Added · +7K sh | Q2 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 82K | ▲+22% Added · +15K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.5M | 69K | ▼−0.9% Reduced · −650 sh | Q1 2026 | |
| 8 | Texas Capital Bank Wealth Management Services Inc | $2.7M | 34K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 9 | Creative Planning | $2.4M | 30K | —Held | Q1 2026 | |
| 10 | FLPUTNAM INVESTMENT MANAGEMENT CO | $2.0M | 25K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.9M | 24K | ▲+1.5% Added · +349 sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $1.9M | 24K | ▼−49% Reduced · −23K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $1.5M | 19K | ▼−52% Reduced · −21K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $1.5M | 19K | ▲+0.9% Added · +168 sh | Q1 2026 | |
| 15 | BLAIR WILLIAM & CO/IL | $1.5M | 18K | ▼−1.2% Reduced · −228 sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $1.3M | 17K | ▲~0% Added · +8 sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 16K | ▼−23% Reduced · −5K sh | Q1 2026 | |
| 18 | SCS Capital Management LLC | $1.3M | 16K | ▲+8.6% Added · +1K sh | Q1 2026 | |
| 19 | GREENLEAF TRUST | $1.2M | 15K | —Held | Q1 2026 | |
| 20 | CITIGROUP INC | $1.1M | 14K | ▲+418% Added · +11K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $1.1M | 14K | ▲+29% Added · +3K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $1.1M | 13K | ▲+0.6% Added · +74 sh | Q1 2026 | |
| 23 | COURIER CAPITAL LLC | $1.1M | 13K | ▼−2.7% Reduced · −357 sh | Q2 2026 | |
| 24 | J.W. COLE ADVISORS, INC. | $980K | 12K | ▼−4.3% Reduced · −547 sh | Q1 2026 | |
| 25 | Wealthcare Advisory Partners LLC | $987K | 11K | ▲+0.1% Added · +7 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 |
|---|---|---|
| APPLE INCAAPL | 25 funds | $8.1B |
| NVIDIA CORPNVDA | 25 funds | $6.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $6.1B |
| MICROSOFT CORPMSFT | 25 funds | $5.0B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $4.6B |
| AMAZON.COM INCAMZN | 25 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 25 funds | $3.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 25 funds | $2.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 25 funds | $2.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 25 funds | $2.5B |
Ranked by how many of QDEF'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 QDEF. 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.