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/QTUM/capital-change-brief"
Use Arkolith's capital_change_brief for QTUM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $121.2M | 1.1M | ▲+6.8% Added · +72K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $84.2M | 785K | ▲+7.2% Added · +53K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $28.7M | 267K | ▲+79% Added · +118K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $24.9M | 232K | ▲+22% Added · +41K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.4M | 219K | ▼−2.3% Reduced · −5K sh | Q1 2026 | |
| 6 | ASSETMARK, INC | $23.0M | 214K | ▲+16% Added · +29K sh | Q1 2026 | |
| 7 | Daiwa Securities Group Inc. | $19.4M | 181K | ▲+14% Added · +23K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $19.0M | 177K | ▼−7.1% Reduced · −14K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $18.2M | 170K | ▲+7.0% Added · +11K sh | Q1 2026 | |
| 10 | Gradient Investments LLC | $27.3M | 165K | ▼−15% Reduced · −29K sh | Q2 2026 | |
| 11 | STIFEL FINANCIAL CORP | $16.8M | 157K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $15.1M | 140K | ▼−19% Reduced · −32K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $12.8M | 119K | ▲Added Added · +119K sh | Q1 2026 | |
| 14 | HENGEHOLD CAPITAL MANAGEMENT LLC | $18.7M | 113K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $11.7M | 109K | ▲+47% Added · +35K sh | Q1 2026 | |
| 16 | BFI Infinity Ltd. | $18.0M | 109K | ▲+5.0% Added · +5K sh | Q2 2026 | |
| 17 | Kraft, Davis & Associates, LLC | $16.1M | 106K | ▼~0% Reduced · −50 sh | Q2 2026 | |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | $9.7M | 90K | ▲+13% Added · +10K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 83K | ▼−31% Reduced · −37K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $8.6M | 80K | ▲+16% Added · +11K sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | $8.3M | 75K | ▲+13% Added · +8K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $6.8M | 63K | ▼−13% Reduced · −9K sh | Q1 2026 | |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $6.5M | 61K | ▲+6.7% Added · +4K sh | Q1 2026 | |
| 24 | Paller Financial Services Inc | $9.0M | 55K | ▼−7.8% Reduced · −5K sh | Q2 2026 | |
| 25 | Foguth Wealth Management, LLC. | $8.5M | 53K | ▲+4.5% Added · +2K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 123 funds | $24.8B |
| BROADCOM INCAVGO | 123 funds | $12.5B |
| JPMORGAN CHASE & COJPM | 123 funds | $11.2B |
| ELI LILLY & COLLY | 123 funds | $6.2B |
| COSTCO WHOLESALE CORPCOST | 123 funds | $5.9B |
| VISA INC-CLASS A SHARESV | 123 funds | $5.8B |
| TESLA INCTSLA | 123 funds | $5.7B |
| CHEVRON CORPCVX | 123 funds | $4.2B |
| PALANTIR TECHNOLOGIES INC-APLTR | 123 funds | $3.9B |
| MASTERCARD INC - AMA | 123 funds | $3.3B |
| LAM RESEARCH CORPLRCX | 123 funds | $2.4B |
| CITIGROUP INCC | 123 funds | $1.9B |
Ranked by how many of QTUM'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 QTUM. 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.