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/SHV/capital-change-brief"
Use Arkolith's capital_change_brief for SHV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.0B | 17.9M | ▼−0.4% Reduced · −74K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $619.7M | 5.6M | ▼−6.0% Reduced · −360K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $578.2M | 5.2M | ▲+5.8% Added · +288K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $372.3M | 3.4M | ▲+10% Added · +309K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $331.0M | 3.0M | ▼−3.4% Reduced · −107K sh | Q1 2026 | |
| 6 | Wealthfront Advisers LLC | $226.1M | 2.0M | ▲+27% Added · +431K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $215.6M | 2.0M | ▲+76% Added · +844K sh | Q1 2026 | |
| 8 | UBS Group AG | $184.6M | 1.7M | ▼−7.6% Reduced · −137K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $165.4M | 1.5M | ▼−2.3% Reduced · −35K sh | Q1 2026 | |
| 10 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $157.4M | 1.4M | ▲+7.6% Added · +101K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $151.2M | 1.4M | ▲+53% Added · +477K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $147.1M | 1.3M | ▼−4.1% Reduced · −57K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.3M | 1.1M | ▲+11% Added · +112K sh | Q2 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $121.0M | 1.1M | ▲+87% Added · +509K sh | Q1 2026 | |
| 15 | Wealthspire Retirement, LLC | $114.2M | 1.0M | ▼−27% Reduced · −382K sh | Q1 2026 | |
| 16 | FIL Ltd | $109.8M | 995K | ▲3k× Added · +994K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $97.7M | 885K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 18 | Trust Co | $89.0M | 806K | ▲+2.0% Added · +16K sh | Q2 2026 | |
| 19 | Americana Partners, LLC | $86.6M | 785K | ▲+91% Added · +373K sh | Q1 2026 | |
| 20 | Oakworth Capital, Inc. | $77.1M | 699K | ▼−31% Reduced · −315K sh | Q1 2026 | |
| 21 | ASSETMARK, INC | $74.0M | 671K | ▼−2.3% Reduced · −16K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $62.1M | 563K | ▼−26% Reduced · −200K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $61.3M | 555K | ▲+5.2% Added · +27K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $59.6M | 540K | ▼−4.0% Reduced · −23K sh | Q1 2026 | |
| 25 | White Lighthouse Investment Management Inc. | $57.3M | 520K | ▲+10.0% Added · +47K 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 | 184 funds | $35.0B |
| META PLATFORMS INC-CLASS AMETA | 184 funds | $14.0B |
| APPLE INCAAPL | 183 funds | $44.9B |
| NVIDIA CORPNVDA | 183 funds | $44.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 183 funds | $29.1B |
| ALPHABET INC-CL AGOOGL | 183 funds | $22.7B |
| ALPHABET INC-CL CGOOG | 183 funds | $16.5B |
| VISA INC-CLASS A SHARESV | 183 funds | $8.2B |
| VANGUARD S&P 500 ETFVOO | 182 funds | $19.2B |
| BROADCOM INCAVGO | 182 funds | $16.6B |
| JPMORGAN CHASE & COJPM | 182 funds | $14.7B |
| CHEVRON CORPCVX | 182 funds | $5.8B |
Ranked by how many of SHV'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 SHV. 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.