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/RECS/capital-change-brief"
Use Arkolith's capital_change_brief for RECS. 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 | $782.2M | 20.1M | ▲+15% Added · +2.7M sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $587.4M | 15.1M | ▲+14% Added · +1.9M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $241.9M | 6.2M | ▲+19% Added · +989K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $220.9M | 5.7M | ▲+15% Added · +747K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $220.1M | 5.6M | ▼−6.5% Reduced · −393K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $127.0M | 3.3M | ▼−0.8% Reduced · −25K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $118.4M | 3.0M | ▲+9.5% Added · +263K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $96.2M | 2.5M | ▲+18% Added · +372K sh | Q1 2026 | |
| 9 | Gradient Investments LLC | $104.4M | 2.4M | ▲+3.9% Added · +91K sh | Q2 2026 | |
| 10 | Bogart Wealth, LLC | $89.1M | 2.3M | ▲+2.0% Added · +45K sh | Q1 2026 | |
| 11 | Stratos Investment Management, LLC | $81.9M | 2.1M | ▲+1.3% Added · +27K sh | Q1 2026 | |
| 12 | Stratos Wealth Partners, LTD. | $61.1M | 1.6M | ▼−4.0% Reduced · −65K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $55.8M | 1.4M | ▲+8.7% Added · +115K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $45.7M | 1.2M | ▲+43% Added · +353K sh | Q1 2026 | |
| 15 | DAYMARK WEALTH PARTNERS, LLC | $37.9M | 972K | ▲+9.5% Added · +85K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $34.0M | 896K | ▲+9.0% Added · +74K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $33.2M | 874K | ▲+45% Added · +272K sh | Q1 2026 | |
| 18 | UBS Group AG | $33.1M | 849K | ▲+64% Added · +333K sh | Q1 2026 | |
| 19 | Ameritas Advisory Services, LLC | $27.3M | 701K | ▲+59% Added · +261K sh | Q1 2026 | |
| 20 | KWB Wealth | $27.5M | 636K | ▲+31% Added · +149K sh | Q2 2026 | |
| 21 | Trajan Wealth LLC | $20.7M | 531K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $18.6M | 478K | ▼−19% Reduced · −110K sh | Q1 2026 | |
| 23 | CENTAURUS FINANCIAL, INC. | $18.3M | 470K | ▲+17% Added · +67K sh | Q1 2026 | |
| 24 | Gladstone Institutional Advisory LLC | $17.8M | 456K | ▲+7.9% Added · +34K sh | Q1 2026 | |
| 25 | Heck Capital Advisors, LLC | $18.9M | 436K | ▲+1.4% Added · +6K 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 | 52 funds | $16.5B |
| MICROSOFT CORPMSFT | 52 funds | $12.2B |
| BROADCOM INCAVGO | 52 funds | $6.2B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 52 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 52 funds | $4.7B |
| JOHNSON & JOHNSONJNJ | 52 funds | $3.4B |
| EXXON MOBIL CORPXOM | 52 funds | $3.2B |
| WALMART INCWMT | 52 funds | $3.1B |
| VISA INC-CLASS A SHARESV | 52 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 52 funds | $2.9B |
| CHEVRON CORPCVX | 52 funds | $2.5B |
Ranked by how many of RECS'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 RECS. 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.