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/SCHB/capital-change-brief"
Use Arkolith's capital_change_brief for SCHB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gallagher Fiduciary Advisors, LLC | Withheld | 69.2M | ▲26× Added · +66.6M sh | Q1 2026 | |
| 2 | Wealthfront Advisers LLC | $1.3B | 52.6M | ▼−1.9% Reduced · −1.0M sh | Q1 2026 | |
| 3 | UBS Group AG | $1.2B | 48.5M | ▲34× Added · +47.1M sh | Q1 2026 | |
| 4 | REBALANCE, LLC | $426.8M | 14.7M | ▼−2.3% Reduced · −344K sh | Q2 2026 | |
| 5 | SCS Capital Management LLC | $300.5M | 12.0M | ▲+0.5% Added · +61K sh | Q1 2026 | |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $297.1M | 11.8M | ▲+301% Added · +8.9M sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $225.1M | 9.0M | ▲+3.9% Added · +336K sh | Q1 2026 | |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | $221.3M | 7.6M | ▼−1.1% Reduced · −82K sh | Q2 2026 | |
| 9 | HB Wealth Management, LLC | $165.5M | 6.6M | ▼−1.4% Reduced · −93K sh | Q1 2026 | |
| 10 | Forvis Mazars Wealth Advisors, LLC | $156.4M | 6.2M | ▲+0.6% Added · +36K sh | Q1 2026 | |
| 11 | HT Partners LLC | $175.7M | 6.1M | ▼−1.8% Reduced · −114K sh | Q2 2026 | |
| 12 | AlphaCore Capital LLC | $134.4M | 5.4M | ▼−7.9% Reduced · −457K sh | Q1 2026 | |
| 13 | HHM Wealth Advisors, LLC | $152.3M | 5.3M | ▲+2.2% Added · +112K sh | Q2 2026 | |
| 14 | Mariner, LLC | $125.2M | 5.0M | ▲+12% Added · +542K sh | Q1 2026 | |
| 15 | Accredited Investors Inc. | $115.6M | 4.6M | ▼−2.4% Reduced · −112K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $84.6M | 3.4M | ▲+4.8% Added · +153K sh | Q1 2026 | |
| 17 | Ballentine Partners, LLC | $81.8M | 3.3M | ▲+1.5% Added · +48K sh | Q1 2026 | |
| 18 | Creative Planning | $80.2M | 3.2M | ▼−16% Reduced · −611K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $80.2M | 3.2M | ▼−0.6% Reduced · −18K sh | Q1 2026 | |
| 20 | HBK Sorce Advisory LLC | $89.0M | 3.1M | ▲+0.8% Added · +24K sh | Q1 2026 | |
| 21 | Waverly Advisors, LLC | $76.8M | 3.1M | ▲+1.4% Added · +41K sh | Q1 2026 | |
| 22 | Savant Capital, LLC | $74.5M | 3.0M | ▲+6.1% Added · +170K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $73.0M | 2.9M | ▲+2.0% Added · +59K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $72.3M | 2.9M | ▲+5.0% Added · +138K sh | Q1 2026 | |
| 25 | Quantinno Capital Management LP | $69.9M | 2.8M | ▲+40% Added · +790K 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 | 239 funds | $131.7B |
| MICROSOFT CORPMSFT | 238 funds | $101.3B |
| AMAZON.COM INCAMZN | 237 funds | $72.6B |
| APPLE INCAAPL | 236 funds | $112.2B |
| JPMORGAN CHASE & COJPM | 236 funds | $30.9B |
| ALPHABET INC-CL AGOOGL | 235 funds | $59.9B |
| JOHNSON & JOHNSONJNJ | 234 funds | $19.8B |
| ALPHABET INC-CL CGOOG | 233 funds | $46.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 233 funds | $16.3B |
| CHEVRON CORPCVX | 233 funds | $15.7B |
| ISHARES CORE S&P 500 ETFIVV | 232 funds | $37.9B |
| EXXON MOBIL CORPXOM | 232 funds | $24.0B |
Ranked by how many of SCHB'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 SCHB. 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.