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/SCHF/capital-change-brief"
Use Arkolith's capital_change_brief for SCHF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.5B | 302.3M | ▲+1.5% Added · +4.5M sh | Q1 2026 | |
| 2 | Empower Advisory Group, LLC | $4.6B | 185.7M | ▲+2.7% Added · +4.9M sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $3.8B | 152.6M | ▼−2.8% Reduced · −4.4M sh | Q1 2026 | |
| 4 | Wealthfront Advisers LLC | $2.9B | 116.3M | ▲+4.3% Added · +4.9M sh | Q1 2026 | |
| 5 | Creative Planning | $1.2B | 47.1M | ▲+13% Added · +5.3M sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $524.5M | 21.2M | ▲+2.8% Added · +571K sh | Q1 2026 | |
| 7 | Corient Private Wealth LLC | $473.7M | 19.1M | ▼−6.2% Reduced · −1.3M sh | Q1 2026 | |
| 8 | Composition Wealth, LLC | $383.8M | 15.5M | ▲+11% Added · +1.6M sh | Q1 2026 | |
| 9 | US BANCORP \DE\ | $312.4M | 12.6M | ▼−9.4% Reduced · −1.3M sh | Q1 2026 | |
| 10 | SCS Capital Management LLC | $309.1M | 12.5M | ▼−0.3% Reduced · −40K sh | Q1 2026 | |
| 11 | Wealthspire Advisors, LLC | $302.2M | 12.2M | ▲+12% Added · +1.3M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $301.3M | 12.2M | ▼−36% Reduced · −6.8M sh | Q1 2026 | |
| 13 | Mariner, LLC | $247.2M | 10.0M | ▲+12% Added · +1.0M sh | Q1 2026 | |
| 14 | Orgel Wealth Management, LLC | $268.5M | 9.7M | ▲+3.0% Added · +281K sh | Q2 2026 | |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $220.3M | 8.9M | ▼−2.4% Reduced · −221K sh | Q1 2026 | |
| 16 | McAdam, LLC | $208.1M | 8.4M | ▲+4.5% Added · +359K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $201.0M | 8.3M | ▲+29% Added · +1.9M sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $185.1M | 7.5M | ▲+51% Added · +2.5M sh | Q1 2026 | |
| 19 | Avantax Planning Partners, Inc. | $181.1M | 7.3M | ▲+1.6% Added · +119K sh | Q1 2026 | |
| 20 | REBALANCE, LLC | $199.7M | 7.2M | ▲+4.4% Added · +303K sh | Q2 2026 | |
| 21 | Cresset Asset Management, LLC | $173.4M | 7.0M | ▲+13% Added · +822K sh | Q1 2026 | |
| 22 | Steele Capital Management, Inc. | $171.1M | 6.9M | ▲+2.7% Added · +184K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $170.7M | 6.9M | ▲+2.7% Added · +182K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $162.7M | 6.6M | ▲+33% Added · +1.6M sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $158.5M | 6.4M | ▲New +6.4M 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 |
|---|---|---|
| APPLE INCAAPL | 287 funds | $127.4B |
| MICROSOFT CORPMSFT | 286 funds | $118.3B |
| NVIDIA CORPNVDA | 285 funds | $153.2B |
| AMAZON.COM INCAMZN | 284 funds | $83.6B |
| ALPHABET INC-CL AGOOGL | 284 funds | $70.9B |
| ALPHABET INC-CL CGOOG | 283 funds | $49.8B |
| EXXON MOBIL CORPXOM | 283 funds | $28.9B |
| JPMORGAN CHASE & COJPM | 282 funds | $37.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 281 funds | $19.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 280 funds | $17.2B |
| META PLATFORMS INC-CLASS AMETA | 279 funds | $43.7B |
| JOHNSON & JOHNSONJNJ | 279 funds | $25.2B |
Ranked by how many of SCHF'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 SCHF. 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.