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/SCMB/capital-change-brief"
Use Arkolith's capital_change_brief for SCMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7B | 66.3M | ▲+1.0% Added · +689K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $559.5M | 22.0M | ▲35× Added · +21.3M sh | Q1 2026 | |
| 3 | JONES FINANCIAL COMPANIES LLLP | $75.4M | 3.0M | ▲+42% Added · +875K sh | Q1 2026 | |
| 4 | Avidian Wealth Enterprises, LLC | $38.2M | 1.5M | ▼−0.6% Reduced · −9K sh | Q1 2026 | |
| 5 | Charles Schwab Trust Co | $27.2M | 1.1M | ▲+11% Added · +106K sh | Q2 2026 | |
| 6 | JANE STREET GROUP, LLC | $22.1M | 869K | ▲New +869K sh | Q1 2026 | |
| 7 | Pallas Capital Advisors LLC | $21.5M | 845K | ▼−5.5% Reduced · −49K sh | Q1 2026 | |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $19.9M | 780K | ▲+21% Added · +133K sh | Q1 2026 | |
| 9 | Creative Planning | $19.1M | 749K | ▲18× Added · +706K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $18.5M | 726K | ▲+401% Added · +581K sh | Q1 2026 | |
| 11 | Wedmont Private Capital | $12.7M | 494K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 12 | OLD MISSION CAPITAL LLC | $10.1M | 397K | ▲New +397K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.9M | 386K | ▲+18% Added · +57K sh | Q2 2026 | |
| 14 | Quantinno Capital Management LP | $7.7M | 301K | ▲+214% Added · +205K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $7.2M | 281K | ▲+35% Added · +73K sh | Q1 2026 | |
| 16 | RWA WEALTH PARTNERS, LLC | $6.1M | 240K | ▼−0.3% Reduced · −750 sh | Q1 2026 | |
| 17 | CGN Advisors LLC | $5.8M | 225K | ▼−17% Reduced · −47K sh | Q2 2026 | |
| 18 | Perigon Wealth Management, LLC | $5.4M | 212K | ▲+8.2% Added · +16K sh | Q1 2026 | |
| 19 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $4.6M | 179K | ▲New +179K sh | Q1 2026 | |
| 20 | Beaird Harris Wealth Management, LLC | $4.3M | 167K | ▼−13% Reduced · −26K sh | Q2 2026 | |
| 21 | Waverly Advisors, LLC | $3.7M | 144K | ▲+607% Added · +124K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $3.5M | 138K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 136K | ▲+6.7% Added · +9K sh | Q1 2026 | |
| 24 | Tower Research Capital LLC (TRC) | $3.4M | 134K | ▲21× Added · +127K sh | Q1 2026 | |
| 25 | MANNING & NAPIER ADVISORS LLC | $3.0M | 117K | ▲+9.3% Added · +10K 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 | 47 funds | $13.2B |
| NVIDIA CORPNVDA | 47 funds | $13.2B |
| MICROSOFT CORPMSFT | 47 funds | $10.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $4.9B |
| AMAZON.COM INCAMZN | 46 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 46 funds | $6.9B |
| ALPHABET INC-CL CGOOG | 46 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 46 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 46 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 46 funds | $2.6B |
| WALMART INCWMT | 46 funds | $2.5B |
Ranked by how many of SCMB'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 SCMB. 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.