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/SH/capital-change-brief"
Use Arkolith's capital_change_brief for SH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $78.2M | 2.1M | ▲+695% Added · +1.8M sh | Q1 2026 | |
| 2 | UBS Group AG | $23.5M | 619K | ▲+11% Added · +61K sh | Q1 2026 | |
| 3 | Robertson Stephens Wealth Management, LLC | $22.9M | 603K | ▲New +603K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.3M | 536K | ▲+458% Added · +440K sh | Q1 2026 | |
| 5 | Stratos Wealth Advisors, LLC | $19.2M | 507K | ▲+3.1% Added · +15K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $15.8M | 415K | ▲+2.0% Added · +8K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $15.6M | 411K | ▲213× Added · +409K sh | Q1 2026 | |
| 8 | Arete Wealth Advisors, LLC | $10.9M | 286K | ▲New +286K sh | Q1 2026 | |
| 9 | Arkadios Wealth Advisors | $10.8M | 284K | ▲New +284K sh | Q1 2026 | |
| 10 | Rothschild Capital Partners, LLC | $9.4M | 249K | ▲New +249K sh | Q1 2026 | |
| 11 | GUARDIAN WEALTH ADVISORS, LLC / NC | $7.4M | 195K | ▲New +195K sh | Q1 2026 | |
| 12 | Axiom Investment Management LLC | $7.2M | 189K | ▲New +189K sh | Q1 2026 | |
| 13 | Mariner, LLC | $6.7M | 177K | ▲New +177K sh | Q1 2026 | |
| 14 | Tidal Investments LLC | $5.8M | 153K | ▲+19% Added · +24K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $5.5M | 146K | ▲+16% Added · +20K sh | Q1 2026 | |
| 16 | CHATHAM CAPITAL GROUP, INC. | $4.8M | 146K | ▼−9.0% Reduced · −14K sh | Q2 2026 | |
| 17 | Advisory Services Network, LLC | $5.3M | 141K | ▲New +141K sh | Q1 2026 | |
| 18 | LPL Financial LLC | $5.0M | 132K | ▲+29% Added · +30K sh | Q1 2026 | |
| 19 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.9M | 117K | ▼−25% Reduced · −40K sh | Q2 2026 | |
| 20 | Perigon Wealth Management, LLC | $4.0M | 106K | ▲New +106K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $3.8M | 102K | ▼−73% Reduced · −275K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 99K | ▲12× Added · +91K sh | Q1 2026 | |
| 23 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $3.1M | 92K | ▲+145% Added · +55K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $3.4M | 89K | ▲Added Added · +89K sh | Q1 2026 | |
| 25 | Vontobel Holding Ltd. | $3.4M | 88K | ▲12× Added · +81K 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.
| Class | 13F holders | Value held |
|---|---|---|
| SHthis pagemc | 97 funds | $346.1M |
| PSQSHORT QQQ | 54 funds | $250.2M |
| QIDULTRASHORT QQQ | 28 funds | $29.3M |
| ITWORUSSELL 2000 HIG | 23 funds | $83.7M |
| BITUmc | 20 funds | $2.2M |
| ETHTULTRA ETHER ETF | 16 funds | $3.6M |
| UXRPULTRA XRP ETF | 15 funds | $712K |
| EETHETHER ETF | 10 funds | $7.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 46 funds | $9.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $4.0B |
| TESLA INCTSLA | 46 funds | $3.2B |
| CHEVRON CORPCVX | 46 funds | $3.0B |
| SPDR GOLD SHARESGLD | 46 funds | $1.5B |
| LAM RESEARCH CORPLRCX | 46 funds | $1.2B |
| APPLE INCAAPL | 45 funds | $14.2B |
| MICROSOFT CORPMSFT | 45 funds | $12.5B |
| JPMORGAN CHASE & COJPM | 45 funds | $6.4B |
| BROADCOM INCAVGO | 45 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 45 funds | $4.7B |
| VISA INC-CLASS A SHARESV | 45 funds | $3.2B |
Ranked by how many of SH'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 SH. 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.