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/QLTA/capital-change-brief"
Use Arkolith's capital_change_brief for QLTA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $108.2M | 2.3M | ▲+12% Added · +247K sh | Q1 2026 | |
| 2 | FMR LLC | $108.2M | 2.3M | ▼~0% Reduced · −94 sh | Q1 2026 | |
| 3 | Composition Wealth, LLC | $108.1M | 2.3M | ▲+12% Added · +239K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $66.4M | 1.4M | ▼−12% Reduced · −198K sh | Q1 2026 | |
| 5 | MAI Capital Management | $55.2M | 1.2M | ▲+5.7% Added · +63K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $54.7M | 1.2M | ▲+8.1% Added · +86K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $46.0M | 967K | ▼−13% Reduced · −144K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $37.9M | 796K | ▲+5.1% Added · +39K sh | Q1 2026 | |
| 9 | UBS Group AG | $31.1M | 654K | ▲+28% Added · +141K sh | Q1 2026 | |
| 10 | Compass Wealth Management, LLC/GA | $31.0M | 650K | ▼−3.4% Reduced · −23K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $28.0M | 589K | ▲+6.9% Added · +38K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $25.4M | 535K | ▼−9.3% Reduced · −55K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $21.9M | 460K | ▲+60% Added · +172K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $21.8M | 458K | ▲+9.5% Added · +40K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $18.6M | 393K | ▲+23% Added · +73K sh | Q1 2026 | |
| 16 | State of New Jersey Common Pension Fund D | $16.7M | 350K | ▼−53% Reduced · −400K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $15.3M | 322K | ▼−31% Reduced · −148K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 268K | ▼−17% Reduced · −55K sh | Q1 2026 | |
| 19 | Migdal Insurance & Financial Holdings Ltd. | $12.8M | 268K | ▲+2.4% Added · +6K sh | Q1 2026 | |
| 20 | ASSETMARK, INC | $11.6M | 244K | ▼−11% Reduced · −29K sh | Q1 2026 | |
| 21 | Envestnet Portfolio Solutions, Inc. | $10.4M | 219K | ▼−16% Reduced · −42K sh | Q1 2026 | |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $9.5M | 200K | ▲+252% Added · +143K sh | Q1 2026 | |
| 23 | Madison Asset Management, LLC | $9.4M | 198K | ▲+5.1% Added · +10K sh | Q1 2026 | |
| 24 | OneDigital Investment Advisors LLC | $8.7M | 184K | ▲+54% Added · +65K sh | Q1 2026 | |
| 25 | STERLING INVESTMENT ADVISORS LLC /ADV | $8.6M | 181K | ▲+4.6% Added · +8K 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 65 funds | $7.5B |
| NVIDIA CORPNVDA | 64 funds | $19.9B |
| AMAZON.COM INCAMZN | 64 funds | $12.6B |
| ALPHABET INC-CL AGOOGL | 64 funds | $10.3B |
| BROADCOM INCAVGO | 64 funds | $7.7B |
| ALPHABET INC-CL CGOOG | 64 funds | $7.3B |
| EXXON MOBIL CORPXOM | 64 funds | $4.1B |
| VISA INC-CLASS A SHARESV | 64 funds | $4.0B |
| COSTCO WHOLESALE CORPCOST | 64 funds | $3.8B |
| CHEVRON CORPCVX | 64 funds | $2.7B |
| MERCK & CO. INC.MRK | 64 funds | $2.1B |
| CISCO SYSTEMS INCCSCO | 64 funds | $1.8B |
Ranked by how many of QLTA'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 QLTA. 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.