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/SCHX/capital-change-brief"
Use Arkolith's capital_change_brief for SCHX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | US BANCORP \DE\ | $3.7B | 145.1M | ▼−28% Reduced · −56.0M sh | Q1 2026 | |
| 2 | Creative Planning | $2.1B | 82.3M | ▼−1.8% Reduced · −1.5M sh | Q1 2026 | |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | $958.1M | 37.4M | ▲+4.3% Added · +1.5M sh | Q1 2026 | |
| 4 | HBK Sorce Advisory LLC | $1.0B | 34.9M | ▲+1.2% Added · +404K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $892.5M | 34.8M | ▲+12% Added · +3.8M sh | Q1 2026 | |
| 6 | SEI INVESTMENTS CO | $834.0M | 32.5M | ▲+5.0% Added · +1.6M sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $491.9M | 19.2M | ▲+1.0% Added · +194K sh | Q1 2026 | |
| 8 | Diversified Enterprises, LLC | $466.3M | 18.2M | ▲+7.2% Added · +1.2M sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $359.1M | 14.0M | ▼−0.9% Reduced · −135K sh | Q1 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $316.1M | 12.3M | ▼−0.7% Reduced · −83K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $334.0M | 11.2M | ▲+2.0% Added · +222K sh | Q2 2026 | |
| 12 | Mariner, LLC | $266.2M | 10.4M | ▲+1.4% Added · +146K sh | Q1 2026 | |
| 13 | Norinchukin Bank, The | $261.0M | 10.2M | —Held | Q1 2026 | |
| 14 | McAdam, LLC | $260.7M | 10.2M | ▲+2.3% Added · +230K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $258.4M | 10.1M | ▲+12% Added · +1.1M sh | Q1 2026 | |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $254.6M | 9.9M | ▼−4.4% Reduced · −458K sh | Q1 2026 | |
| 17 | UBS Group AG | $244.8M | 9.5M | ▲+672% Added · +8.3M sh | Q1 2026 | |
| 18 | Fund Evaluation Group, LLC | $237.8M | 9.3M | ▼−2.3% Reduced · −218K sh | Q1 2026 | |
| 19 | Prime Capital Investment Advisors, LLC | $228.2M | 8.9M | ▼−11% Reduced · −1.1M sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $220.7M | 8.6M | ▲+43% Added · +2.6M sh | Q1 2026 | |
| 21 | JMG Financial Group, Ltd. | $213.7M | 8.3M | ▼−1.3% Reduced · −112K sh | Q1 2026 | |
| 22 | Kohmann Bosshard Financial Services, LLC | $232.6M | 7.9M | ▲+4.2% Added · +322K sh | Q2 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $199.2M | 7.8M | ▲+20% Added · +1.3M sh | Q1 2026 | |
| 24 | LPL Financial LLC | $193.3M | 7.5M | ▼−2.0% Reduced · −158K sh | Q1 2026 | |
| 25 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $191.2M | 7.5M | ▼−1.8% Reduced · −135K 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 | 280 funds | $159.3B |
| APPLE INCAAPL | 279 funds | $129.6B |
| MICROSOFT CORPMSFT | 278 funds | $119.3B |
| AMAZON.COM INCAMZN | 276 funds | $87.4B |
| ALPHABET INC-CL AGOOGL | 276 funds | $67.7B |
| ALPHABET INC-CL CGOOG | 276 funds | $55.8B |
| VANGUARD S&P 500 ETFVOO | 276 funds | $23.4B |
| JPMORGAN CHASE & COJPM | 275 funds | $37.0B |
| CHEVRON CORPCVX | 275 funds | $18.4B |
| META PLATFORMS INC-CLASS AMETA | 273 funds | $47.5B |
| EXXON MOBIL CORPXOM | 273 funds | $27.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 273 funds | $19.4B |
Ranked by how many of SCHX'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 SCHX. 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.