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/REGL/capital-change-brief"
Use Arkolith's capital_change_brief for REGL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $201.0M | 2.3M | ▲+3.4% Added · +77K sh | Q1 2026 | |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $174.8M | 2.0M | ▼−3.7% Reduced · −77K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $61.5M | 712K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $55.3M | 640K | ▼−9.1% Reduced · −64K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.1M | 603K | ▲+4.8% Added · +27K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $47.0M | 544K | ▲+3.6% Added · +19K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $34.1M | 395K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $27.5M | 319K | ▲+10% Added · +30K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | $26.1M | 302K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 10 | UBS Group AG | $23.5M | 272K | ▲+3.0% Added · +8K sh | Q1 2026 | |
| 11 | &PARTNERS | $21.1M | 244K | ▼−7.8% Reduced · −21K sh | Q1 2026 | |
| 12 | TOTH FINANCIAL ADVISORY CORP | $21.4M | 233K | ▲+2.2% Added · +5K sh | Q2 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $19.7M | 228K | ▲+5.8% Added · +12K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $16.4M | 190K | ▲+7.4% Added · +13K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 137K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $11.0M | 127K | ▼−74% Reduced · −358K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $9.5M | 110K | ▼−8.0% Reduced · −10K sh | Q1 2026 | |
| 18 | Bucket List Wealth Management, LLC | $10.0M | 109K | ▲+44% Added · +34K sh | Q2 2026 | |
| 19 | Modern Wealth Management, LLC | $9.3M | 108K | ▲+12% Added · +11K sh | Q1 2026 | |
| 20 | Dogwood Wealth Management LLC | $9.8M | 107K | ▲+11% Added · +11K sh | Q2 2026 | |
| 21 | BENJAMIN EDWARDS INC | $9.0M | 105K | ▼−74% Reduced · −299K sh | Q1 2026 | |
| 22 | FAS Wealth Partners, Inc. | $9.0M | 104K | ▲+4.4% Added · +4K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $7.4M | 86K | ▲+9.8% Added · +8K sh | Q1 2026 | |
| 24 | Pathstone Holdings, LLC | $6.3M | 73K | —Held | Q1 2026 | |
| 25 | Connecticut Wealth Management, LLC | $5.2M | 60K | ▼−6.0% Reduced · −4K 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 | 71 funds | $21.7B |
| MICROSOFT CORPMSFT | 71 funds | $17.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 71 funds | $11.5B |
| ALPHABET INC-CL AGOOGL | 71 funds | $11.2B |
| JPMORGAN CHASE & COJPM | 71 funds | $8.6B |
| BROADCOM INCAVGO | 71 funds | $8.5B |
| ALPHABET INC-CL CGOOG | 71 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $7.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 71 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 71 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 71 funds | $4.7B |
| VISA INC-CLASS A SHARESV | 71 funds | $4.7B |
Ranked by how many of REGL'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 REGL. 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.