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/SECT/capital-change-brief"
Use Arkolith's capital_change_brief for SECT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $1.1B | 17.5M | ▼−0.3% Reduced · −46K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $373.6M | 6.2M | ▼−3.8% Reduced · −246K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $308.5M | 5.1M | ▲+15% Added · +673K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $81.2M | 1.3M | ▲+3.4% Added · +44K sh | Q1 2026 | |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | $50.3M | 832K | ▲+1.0% Added · +8K sh | Q1 2026 | |
| 6 | CreativeOne Wealth, LLC | $43.9M | 727K | ▲+5.4% Added · +37K sh | Q1 2026 | |
| 7 | GeoWealth Management, LLC | $32.5M | 539K | ▲+5.3% Added · +27K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $21.4M | 355K | ▼−8.6% Reduced · −33K sh | Q1 2026 | |
| 9 | Copley Financial Group, Inc. | $14.7M | 244K | ▼−19% Reduced · −57K sh | Q1 2026 | |
| 10 | Mutual Advisors, LLC | $14.1M | 234K | ▲~0% Added · +101 sh | Q1 2026 | |
| 11 | INTEGRITY ALLIANCE, LLC. | $12.7M | 211K | ▲+4.6% Added · +9K sh | Q1 2026 | |
| 12 | Encompass More Asset Management | $12.7M | 176K | ▲+4.4% Added · +7K sh | Q2 2026 | |
| 13 | Silver Grove Financial Group, Inc. | $9.3M | 153K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 14 | Atria Investments, Inc | $8.8M | 145K | ▼−7.5% Reduced · −12K sh | Q1 2026 | |
| 15 | Ausdal Financial Partners, Inc. | $8.7M | 144K | ▲+3.1% Added · +4K sh | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $8.0M | 133K | ▲27× Added · +128K sh | Q1 2026 | |
| 17 | Spire Wealth Management | $7.9M | 132K | ▼−0.8% Reduced · −1K sh | Q1 2026 | |
| 18 | Sigma Planning Corp | $7.9M | 131K | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 19 | CWM, LLC | $7.0M | 116K | ▲+21% Added · +20K sh | Q1 2026 | |
| 20 | Mariner, LLC | $6.5M | 107K | ▲+0.3% Added · +281 sh | Q1 2026 | |
| 21 | Envestnet Portfolio Solutions, Inc. | $5.3M | 88K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 22 | Geneos Wealth Management Inc. | $4.7M | 79K | ▼−9.4% Reduced · −8K sh | Q1 2026 | |
| 23 | Echo45 Advisors LLC | $5.0M | 69K | ▼−2.0% Reduced · −1K sh | Q2 2026 | |
| 24 | Waverly Advisors, LLC | $2.8M | 46K | ▲+0.7% Added · +332 sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 45K | ▲+186% Added · +30K 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 | 39 funds | $12.1B |
| MICROSOFT CORPMSFT | 39 funds | $7.5B |
| BROADCOM INCAVGO | 39 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 39 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 39 funds | $3.6B |
| VANGUARD VALUE ETFVTV | 39 funds | $2.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 39 funds | $2.4B |
| ELI LILLY & COLLY | 39 funds | $2.0B |
| JOHNSON & JOHNSONJNJ | 39 funds | $2.0B |
| VISA INC-CLASS A SHARESV | 39 funds | $1.8B |
| CHEVRON CORPCVX | 39 funds | $1.7B |
| HOME DEPOT INCHD | 39 funds | $1.4B |
Ranked by how many of SECT'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 SECT. 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.