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/SDVY/capital-change-brief"
Use Arkolith's capital_change_brief for SDVY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $980.7M | 24.9M | ▼−0.1% Reduced · −21K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $732.8M | 18.6M | ▲+3.5% Added · +637K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $604.3M | 15.3M | ▲+8.6% Added · +1.2M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $497.7M | 12.6M | ▲+1.5% Added · +184K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $373.1M | 9.5M | ▲+6.3% Added · +564K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $313.2M | 7.9M | ▲+2.9% Added · +227K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $263.0M | 6.7M | ▲+5.1% Added · +323K sh | Q1 2026 | |
| 8 | UBS Group AG | $248.0M | 6.3M | ▼−9.4% Reduced · −652K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $155.6M | 3.9M | ▼−5.3% Reduced · −222K sh | Q1 2026 | |
| 10 | HARBOUR INVESTMENTS, INC. | $151.0M | 3.8M | ▲+41% Added · +1.1M sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $142.8M | 3.6M | ▲+10% Added · +339K sh | Q1 2026 | |
| 12 | PARK NATIONAL CORP /OH/ | $152.3M | 3.5M | ▲+1.7% Added · +58K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $136.2M | 3.5M | ▼−2.8% Reduced · −99K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $117.3M | 3.0M | ▼−10% Reduced · −332K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $110.9M | 2.8M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 16 | LVZ, Inc. | $116.7M | 2.7M | ▲+1.1% Added · +30K sh | Q2 2026 | |
| 17 | TRUIST FINANCIAL CORP | $104.6M | 2.7M | ▲+8.1% Added · +199K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.5M | 2.5M | ▲+14% Added · +299K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $66.6M | 1.7M | ▲+18% Added · +260K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $65.4M | 1.7M | ▲+5.5% Added · +87K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $58.3M | 1.5M | ▲+36% Added · +396K sh | Q1 2026 | |
| 22 | BLAIR WILLIAM & CO/IL | $58.4M | 1.5M | ▲+13% Added · +173K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $57.0M | 1.4M | ▲+6.1% Added · +84K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $53.9M | 1.4M | ▼−18% Reduced · −297K sh | Q1 2026 | |
| 25 | Southern Financial Group, LLC | $51.4M | 1.3M | ▲+0.9% Added · +12K 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 | 133 funds | $28.7B |
| MICROSOFT CORPMSFT | 133 funds | $23.6B |
| JPMORGAN CHASE & COJPM | 133 funds | $11.5B |
| ALPHABET INC-CL CGOOG | 133 funds | $11.3B |
| BROADCOM INCAVGO | 133 funds | $11.2B |
| WALMART INCWMT | 133 funds | $6.5B |
| TESLA INCTSLA | 133 funds | $5.4B |
| CHEVRON CORPCVX | 133 funds | $4.6B |
| MCDONALD'S CORPMCD | 133 funds | $4.3B |
| ABBVIE INCABBV | 133 funds | $4.0B |
| AT&T INCT | 133 funds | $1.9B |
| APPLE INCAAPL | 132 funds | $31.4B |
Ranked by how many of SDVY'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 SDVY. 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.