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/SHLD/capital-change-brief"
Use Arkolith's capital_change_brief for SHLD. 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/ | $678.4M | 9.6M | ▲+31% Added · +2.3M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $352.2M | 5.0M | ▲+36% Added · +1.3M sh | Q1 2026 | |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $283.1M | 4.0M | ▲+46% Added · +1.3M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $257.2M | 3.8M | ▲+51% Added · +1.3M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $252.3M | 3.6M | ▲+33% Added · +887K sh | Q1 2026 | |
| 6 | BANK OF MONTREAL /CAN/ | $196.8M | 2.8M | ▲11× Added · +2.5M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $78.1M | 1.1M | ▲+89% Added · +520K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $73.9M | 1.0M | ▲+60% Added · +391K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $71.0M | 1.0M | ▲18× Added · +946K sh | Q1 2026 | |
| 10 | OneDigital Investment Advisors LLC | $69.6M | 982K | ▲+79% Added · +434K sh | Q1 2026 | |
| 11 | Merit Financial Group, LLC | $59.4M | 839K | ▲+41% Added · +245K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $58.2M | 822K | ▲+19% Added · +132K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $57.9M | 817K | ▲+50% Added · +272K sh | Q1 2026 | |
| 14 | UBS Group AG | $57.7M | 814K | ▲+138% Added · +472K sh | Q1 2026 | |
| 15 | Global X Japan Co., Ltd. | $55.3M | 781K | ▲New +781K sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $54.6M | 771K | ▲+41% Added · +225K sh | Q1 2026 | |
| 17 | Henshaw Capital LLC | $54.0M | 762K | —Held | Q1 2026 | |
| 18 | SOFI WEALTH, LLC | $52.7M | 744K | ▼−5.8% Reduced · −46K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $46.3M | 654K | ▲+28% Added · +141K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.3M | 640K | ▲+96% Added · +314K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $41.0M | 579K | ▲+13% Added · +68K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $34.1M | 482K | ▲+28% Added · +106K sh | Q1 2026 | |
| 23 | Advocacy Wealth Management, LLC | $33.3M | 470K | ▲+25% Added · +95K sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $32.2M | 455K | ▲+13% Added · +52K sh | Q1 2026 | |
| 25 | Ascent Group, LLC | $24.3M | 344K | ▲+47% Added · +110K 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 | 154 funds | $30.1B |
| ELI LILLY & COLLY | 154 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 154 funds | $7.3B |
| COSTCO WHOLESALE CORPCOST | 154 funds | $7.1B |
| AMAZON.COM INCAMZN | 153 funds | $24.2B |
| BROADCOM INCAVGO | 153 funds | $16.0B |
| META PLATFORMS INC-CLASS AMETA | 153 funds | $13.4B |
| JPMORGAN CHASE & COJPM | 153 funds | $12.9B |
| HOME DEPOT INCHD | 153 funds | $5.6B |
| CHEVRON CORPCVX | 153 funds | $5.4B |
| ORACLE CORPORCL | 153 funds | $3.1B |
| NVIDIA CORPNVDA | 152 funds | $42.4B |
Ranked by how many of SHLD'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 SHLD. 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.