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/SCHH/capital-change-brief"
Use Arkolith's capital_change_brief for SCHH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.3B | 59.9M | ▼−0.3% Reduced · −155K sh | Q1 2026 | |
| 2 | US BANCORP \DE\ | $723.7M | 33.7M | ▲+2.8% Added · +925K sh | Q1 2026 | |
| 3 | FMR LLC | $540.2M | 25.1M | ▲+3.3% Added · +805K sh | Q1 2026 | |
| 4 | Creative Planning | $437.5M | 20.4M | ▼−3.5% Reduced · −747K sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $258.4M | 12.0M | ▲+2.9% Added · +342K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $237.4M | 11.0M | ▲+849% Added · +9.9M sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.7M | 7.6M | ▼−1.0% Reduced · −76K sh | Q1 2026 | |
| 8 | Cerity Partners LLC | $57.2M | 2.7M | ▲+0.1% Added · +4K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $45.1M | 2.1M | ▲+16% Added · +289K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $43.6M | 2.0M | ▲+1.5% Added · +30K sh | Q1 2026 | |
| 11 | Charles Schwab Trust Co | $35.5M | 1.5M | ▼~0% Reduced · −592 sh | Q2 2026 | |
| 12 | BlackRock, Inc. | $25.2M | 1.2M | ▼−10% Reduced · −137K sh | Q1 2026 | |
| 13 | MONETA GROUP INVESTMENT ADVISORS LLC | $22.9M | 1.1M | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 14 | M&T BANK CORP | $22.5M | 1.0M | —Held | Q1 2026 | |
| 15 | Elm Partners Management LLC | $21.4M | 1.0M | ▲+61% Added · +383K sh | Q1 2026 | |
| 16 | Pioneer Wealth Management Group | $20.9M | 883K | ▲+8.3% Added · +67K sh | Q2 2026 | |
| 17 | Waverly Advisors, LLC | $16.0M | 746K | ▲27× Added · +718K sh | Q1 2026 | |
| 18 | MANNING & NAPIER ADVISORS LLC | $15.2M | 709K | ▲+44% Added · +218K sh | Q1 2026 | |
| 19 | PRINCIPAL SECURITIES, INC. | $14.6M | 681K | ▲+6.6% Added · +42K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $13.1M | 610K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $11.1M | 517K | ▼−36% Reduced · −286K sh | Q1 2026 | |
| 22 | Krilogy Financial LLC | $11.9M | 517K | ▲+1.8% Added · +9K sh | Q1 2026 | |
| 23 | UBS Group AG | $10.5M | 489K | ▼−9.1% Reduced · −49K sh | Q1 2026 | |
| 24 | Vise Technologies, Inc. | $8.7M | 418K | —Held | Q1 2026 | |
| 25 | Waterford Advisors, LLC | $9.3M | 403K | ▲New +403K 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 | 123 funds | $26.3B |
| ELI LILLY & COLLY | 123 funds | $6.7B |
| APPLE INCAAPL | 122 funds | $34.4B |
| NVIDIA CORPNVDA | 122 funds | $31.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 122 funds | $25.9B |
| BROADCOM INCAVGO | 122 funds | $12.5B |
| COSTCO WHOLESALE CORPCOST | 122 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 121 funds | $17.0B |
| JPMORGAN CHASE & COJPM | 121 funds | $11.8B |
| META PLATFORMS INC-CLASS AMETA | 121 funds | $11.1B |
| VISA INC-CLASS A SHARESV | 121 funds | $6.2B |
| MASTERCARD INC - AMA | 121 funds | $4.7B |
Ranked by how many of SCHH'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 SCHH. 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.