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/RPV/capital-change-brief"
Use Arkolith's capital_change_brief for RPV. 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 | $190.3M | 1.8M | ▲+11% Added · +176K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $131.7M | 1.2M | ▼−4.8% Reduced · −62K sh | Q1 2026 | |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $101.3M | 943K | —Held | Q1 2026 | |
| 4 | ASSETMARK, INC | $76.1M | 709K | ▲2k× Added · +708K sh | Q1 2026 | |
| 5 | Armbruster Capital Management, Inc. | $41.8M | 367K | ▼−0.8% Reduced · −3K sh | Q2 2026 | |
| 6 | UBS Group AG | $30.9M | 288K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $28.7M | 267K | ▲+13% Added · +30K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $14.4M | 134K | ▼−3.6% Reduced · −5K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $12.9M | 120K | ▼−0.3% Reduced · −376 sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $12.4M | 116K | ▲+64% Added · +45K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $12.2M | 114K | ▲+14% Added · +14K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 111K | ▼−0.5% Reduced · −541 sh | Q2 2026 | |
| 13 | FMR LLC | $9.6M | 90K | ▼−5.4% Reduced · −5K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $7.6M | 71K | ▲+6.8% Added · +4K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $7.1M | 66K | ▲+38% Added · +18K sh | Q1 2026 | |
| 16 | Arkadios Wealth Advisors | $6.8M | 64K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 17 | ROTHSCHILD INVESTMENT LLC | $6.4M | 59K | ▼−5.0% Reduced · −3K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 58K | ▲+2.6% Added · +1K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $5.3M | 50K | ▼−39% Reduced · −32K sh | Q1 2026 | |
| 20 | CWM, LLC | $5.1M | 47K | ▼−22% Reduced · −13K sh | Q1 2026 | |
| 21 | Gladstone Institutional Advisory LLC | $5.1M | 47K | ▼−1.8% Reduced · −884 sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $5.0M | 46K | ▼−27% Reduced · −17K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $4.7M | 44K | ▲1k× Added · +44K sh | Q1 2026 | |
| 24 | Gotham Asset Management, LLC | $4.4M | 41K | ▼−24% Reduced · −13K sh | Q1 2026 | |
| 25 | Integrated Wealth Concepts LLC | $4.1M | 38K | ▲+8.9% Added · +3K 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 | 66 funds | $15.0B |
| JPMORGAN CHASE & COJPM | 66 funds | $6.8B |
| JOHNSON & JOHNSONJNJ | 66 funds | $4.4B |
| CHEVRON CORPCVX | 66 funds | $3.4B |
| MERCK & CO. INC.MRK | 66 funds | $1.8B |
| CITIGROUP INCC | 66 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $18.4B |
| ISHARES CORE S&P 500 ETFIVV | 65 funds | $15.9B |
| NVIDIA CORPNVDA | 65 funds | $15.8B |
| VANGUARD S&P 500 ETFVOO | 65 funds | $11.7B |
| ALPHABET INC-CL AGOOGL | 65 funds | $9.5B |
| ALPHABET INC-CL CGOOG | 65 funds | $6.9B |
Ranked by how many of RPV'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 RPV. 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.