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/QUAL/capital-change-brief"
Use Arkolith's capital_change_brief for QUAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $3.5B | 18.1M | ▲+2.9% Added · +502K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $3.4B | 17.8M | ▲+6.2% Added · +1.0M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $3.1B | 16.2M | ▼−0.1% Reduced · −20K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $1.7B | 9.1M | ▲+1.1% Added · +96K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $1.7B | 8.7M | ▲+37% Added · +2.4M sh | Q1 2026 | |
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | $1.2B | 6.1M | ▼−4.8% Reduced · −307K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $1.0B | 5.4M | ▲+37% Added · +1.5M sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $780.4M | 4.2M | ▼−6.0% Reduced · −266K sh | Q1 2026 | |
| 9 | Cerity Partners LLC | $767.3M | 4.0M | ▲+13% Added · +473K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $761.3M | 4.0M | ▼−3.6% Reduced · −150K sh | Q1 2026 | |
| 11 | UBS Group AG | $723.7M | 3.8M | ▲+1.5% Added · +55K sh | Q1 2026 | |
| 12 | Orgel Wealth Management, LLC | $736.9M | 3.4M | ▲+2.0% Added · +66K sh | Q2 2026 | |
| 13 | BlackRock, Inc. | $597.8M | 3.1M | ▲+0.3% Added · +11K sh | Q1 2026 | |
| 14 | Facet Wealth, Inc. | $568.9M | 3.0M | ▲+2.7% Added · +78K sh | Q1 2026 | |
| 15 | M&T BANK CORP | $547.8M | 2.9M | ▼−8.3% Reduced · −259K sh | Q1 2026 | |
| 16 | Blue Trust, Inc. | $516.9M | 2.7M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 17 | Gallagher Fiduciary Advisors, LLC | Withheld | 2.6M | ▲159× Added · +2.6M sh | Q1 2026 | |
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | $483.9M | 2.5M | ▼−5.2% Reduced · −138K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $461.3M | 2.4M | ▲+0.6% Added · +13K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $365.0M | 1.9M | ▼−3.4% Reduced · −67K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $364.6M | 1.9M | ▼−4.4% Reduced · −87K sh | Q1 2026 | |
| 22 | CWM, LLC | $362.4M | 1.9M | ▼−16% Reduced · −357K sh | Q1 2026 | |
| 23 | Richard Bernstein Advisors LLC | $354.1M | 1.8M | ▲28× Added · +1.8M sh | Q1 2026 | |
| 24 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $393.8M | 1.8M | ▲+1.6% Added · +28K sh | Q2 2026 | |
| 25 | Haverford Trust Co | $341.0M | 1.8M | ▲+3.4% Added · +58K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 308 funds | $188.3B |
| APPLE INCAAPL | 306 funds | $154.1B |
| MICROSOFT CORPMSFT | 306 funds | $138.2B |
| AMAZON.COM INCAMZN | 306 funds | $99.9B |
| ALPHABET INC-CL CGOOG | 305 funds | $63.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 304 funds | $24.4B |
| ALPHABET INC-CL AGOOGL | 303 funds | $83.1B |
| META PLATFORMS INC-CLASS AMETA | 303 funds | $54.4B |
| JPMORGAN CHASE & COJPM | 303 funds | $42.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 303 funds | $28.4B |
| BROADCOM INCAVGO | 300 funds | $72.2B |
| VISA INC-CLASS A SHARESV | 299 funds | $33.3B |
Ranked by how many of QUAL'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 QUAL. 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.