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/SCHA/capital-change-brief"
Use Arkolith's capital_change_brief for SCHA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $1.1B | 36.9M | ▲+8.5% Added · +2.9M sh | Q1 2026 | |
| 2 | SEI INVESTMENTS CO | $428.5M | 14.7M | ▼−0.2% Reduced · −24K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $424.2M | 14.6M | ▼−16% Reduced · −2.7M sh | Q1 2026 | |
| 4 | Creative Planning | $174.3M | 6.0M | ▼−12% Reduced · −795K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $168.8M | 5.8M | ▲+5.5% Added · +302K sh | Q1 2026 | |
| 6 | UBS Group AG | $149.2M | 5.1M | ▲+27% Added · +1.1M sh | Q1 2026 | |
| 7 | Financial Engines Advisors L.L.C. | $133.3M | 4.6M | ▼−5.3% Reduced · −258K sh | Q1 2026 | |
| 8 | Advisory Alpha, LLC | $112.9M | 3.9M | ▼−2.4% Reduced · −94K sh | Q1 2026 | |
| 9 | Cerity Partners LLC | $112.0M | 3.8M | ▲+2.3% Added · +87K sh | Q1 2026 | |
| 10 | Mariner, LLC | $98.5M | 3.4M | ▲+16% Added · +475K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $97.4M | 2.8M | ▲+3.7% Added · +100K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $78.4M | 2.7M | ▲+1.8% Added · +49K sh | Q1 2026 | |
| 13 | Steele Capital Management, Inc. | $65.8M | 2.3M | ▼−0.5% Reduced · −11K sh | Q1 2026 | |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $59.0M | 2.0M | ▼−6.2% Reduced · −134K sh | Q1 2026 | |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | $58.9M | 2.0M | ▲+3.6% Added · +70K sh | Q1 2026 | |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $58.4M | 2.0M | ▼−5.4% Reduced · −115K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $53.4M | 1.9M | ▲+27% Added · +398K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $53.5M | 1.8M | ▲+17% Added · +271K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $51.8M | 1.8M | ▼−3.4% Reduced · −62K sh | Q1 2026 | |
| 20 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $51.5M | 1.8M | ▲+2.4% Added · +41K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $48.0M | 1.7M | ▲+72% Added · +689K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $46.6M | 1.6M | ▼−8.6% Reduced · −151K sh | Q1 2026 | |
| 23 | CoreCap Advisors, LLC | $46.4M | 1.6M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 24 | Gemmer Asset Management LLC | $54.8M | 1.5M | ▼−0.3% Reduced · −4K sh | Q2 2026 | |
| 25 | Savant Capital, LLC | $42.6M | 1.5M | ▼−3.4% Reduced · −52K 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 | 231 funds | $129.1B |
| APPLE INCAAPL | 231 funds | $107.6B |
| MICROSOFT CORPMSFT | 231 funds | $93.7B |
| EXXON MOBIL CORPXOM | 231 funds | $24.7B |
| AMAZON.COM INCAMZN | 230 funds | $66.2B |
| ALPHABET INC-CL CGOOG | 230 funds | $37.4B |
| JOHNSON & JOHNSONJNJ | 230 funds | $19.7B |
| JPMORGAN CHASE & COJPM | 229 funds | $30.3B |
| ALPHABET INC-CL AGOOGL | 228 funds | $63.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 228 funds | $20.5B |
| COSTCO WHOLESALE CORPCOST | 228 funds | $17.9B |
| CHEVRON CORPCVX | 228 funds | $15.3B |
Ranked by how many of SCHA'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 SCHA. 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.