| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SOFI WEALTH, LLC | $219.0M | 1.8M | ▲+6.7% Added · +110K sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $8.7M | 70K | ▲New +70K sh | Q1 2026 | |
| 3 | Advisors Capital Management, LLC | $7.2M | 58K | ▼−58% Reduced · −79K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $4.7M | 38K | ▲+76% Added · +16K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $4.6M | 37K | ▼−0.3% Reduced · −125 sh | Q1 2026 | |
| 6 | Nova Wealth Management, Inc. | $3.4M | 23K | ▲+12% Added · +2K sh | Q2 2026 | |
| 7 | Teamwork Financial Advisors, LLC | $2.7M | 18K | ▼−3.1% Reduced · −573 sh | Q2 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 15K | ▲+0.4% Added · +60 sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 13K | ▲+0.6% Added · +80 sh | Q1 2026 | |
| 10 | MUSTICO FINANCIAL GROUP, INC. | Withheld | 13K | ▼−1.6% Reduced · −215 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.1M | 9K | ▲53× Added · +8K sh | Q1 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $1.0M | 8K | ▲+1.8% Added · +147 sh | Q1 2026 | |
| 13 | GTS SECURITIES LLC | $991K | 8K | ▼−77% Reduced · −26K sh | Q1 2026 | |
| 14 | Bawa N Mallick Trust | $826K | 7K | —Held | Q1 2026 | |
| 15 | Joel Isaacson & Co., LLC | $520K | 4K | —Held | Q1 2026 | |
| 16 | FMR LLC | $500K | 4K | ▼−16% Reduced · −775 sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $475K | 4K | ▲+15% Added · +491 sh | Q1 2026 | |
| 18 | Tower Research Capital LLC (TRC) | $463K | 4K | ▲New +4K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $405K | 3K | ▲+1.1% Added · +36 sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $267K | 2K | —Held | Q1 2026 | |
| 21 | Creative Planning | $228K | 2K | —Held | Q1 2026 | |
| 22 | Corient Private Wealth LLC | $228K | 2K | —Held | Q1 2026 | |
| 23 | UBS Group AG | $217K | 2K | ▲New +2K sh | Q1 2026 | |
| 24 | Financial Engines Advisors L.L.C. | $205K | 2K | ▼−4.3% Reduced · −74 sh | Q1 2026 | |
| 25 | Revolve Wealth Partners, LLC | $217K | 1K | ▲New +1K sh | Q2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $6.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 16 funds | $1.6B |
| ISHARES NATIONAL MUNI BOND EMUB | 16 funds | $726.8M |
| ISHARES GOLD TRUSTIAU | 16 funds | $611.0M |
| NVIDIA CORPNVDA | 15 funds | $9.5B |
| APPLE INCAAPL | 15 funds | $7.7B |
| MICROSOFT CORPMSFT | 15 funds | $6.6B |
| AMAZON.COM INCAMZN | 15 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 15 funds | $5.3B |
| BROADCOM INCAVGO | 15 funds | $4.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $3.4B |
Ranked by how many of SFY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SFY/capital-change-brief"
Use Arkolith's capital_change_brief for SFY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SFY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.