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/SGOV/capital-change-brief"
Use Arkolith's capital_change_brief for SGOV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.2B | 12.2M | ▲+13% Added · +1.4M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $1.1B | 10.9M | ▲+23% Added · +2.1M sh | Q1 2026 | |
| 3 | Howard Capital Management Inc. | $939.7M | 9.3M | ▲32× Added · +9.0M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $845.4M | 8.4M | ▲+5.0% Added · +400K sh | Q1 2026 | |
| 5 | UBS Group AG | $516.8M | 5.1M | ▲+98% Added · +2.5M sh | Q1 2026 | |
| 6 | CIBC Bancorp USA Inc. | $391.6M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $358.9M | 3.6M | ▼−9.6% Reduced · −378K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $354.6M | 3.5M | ▲+32% Added · +851K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $272.5M | 3.4M | ▲+67% Added · +1.4M sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $271.8M | 2.7M | ▲+4.2% Added · +110K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $270.9M | 2.7M | ▲+15% Added · +341K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $263.6M | 2.6M | ▲+41% Added · +760K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $259.1M | 2.6M | ▲+9.5% Added · +224K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $252.5M | 2.5M | ▲+11% Added · +252K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $238.0M | 2.4M | ▲+110% Added · +1.2M sh | Q1 2026 | |
| 16 | GM Advisory Group, LLC | $233.0M | 2.3M | ▼−7.2% Reduced · −179K sh | Q1 2026 | |
| 17 | NorthRock Partners, LLC | $225.8M | 2.2M | ▲+11% Added · +223K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $215.6M | 2.1M | ▲+12% Added · +235K sh | Q1 2026 | |
| 19 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $176.5M | 1.8M | ▼−16% Reduced · −338K sh | Q1 2026 | |
| 20 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $172.7M | 1.7M | ▲+32% Added · +417K sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $167.6M | 1.7M | ▲+14% Added · +210K sh | Q2 2026 | |
| 22 | Hilton Capital Management, LLC | $157.4M | 1.6M | ▲232× Added · +1.6M sh | Q1 2026 | |
| 23 | Waverly Advisors, LLC | $152.0M | 1.5M | ▲+2.7% Added · +39K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $141.8M | 1.4M | ▲+34% Added · +359K sh | Q1 2026 | |
| 25 | EQUITY INVESTMENT CORP | $135.5M | 1.3M | ▲+129% Added · +759K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 238 funds | $105.8B |
| NVIDIA CORPNVDA | 237 funds | $140.4B |
| ALPHABET INC-CL CGOOG | 237 funds | $47.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 237 funds | $22.5B |
| AMAZON.COM INCAMZN | 236 funds | $76.2B |
| JPMORGAN CHASE & COJPM | 236 funds | $31.2B |
| APPLE INCAAPL | 235 funds | $112.5B |
| ALPHABET INC-CL AGOOGL | 234 funds | $65.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 234 funds | $17.9B |
| META PLATFORMS INC-CLASS AMETA | 231 funds | $40.1B |
| EXXON MOBIL CORPXOM | 231 funds | $25.6B |
| VISA INC-CLASS A SHARESV | 230 funds | $26.9B |
Ranked by how many of SGOV'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 SGOV. 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.