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/SHY/capital-change-brief"
Use Arkolith's capital_change_brief for SHY. 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 | $1.9B | 22.5M | ▼−15% Reduced · −4.1M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $1.3B | 15.6M | ▲+28% Added · +3.5M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.0B | 12.5M | ▲+18% Added · +1.9M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $965.3M | 11.7M | ▼−14% Reduced · −1.9M sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $528.9M | 6.4M | ▲+34% Added · +1.6M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $485.0M | 5.9M | ▼−6.7% Reduced · −424K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $471.9M | 5.7M | ▲+9.6% Added · +501K sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $471.8M | 5.7M | ▲+3.0% Added · +165K sh | Q1 2026 | |
| 9 | UBS Group AG | $398.3M | 4.8M | ▼−2.0% Reduced · −96K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $378.1M | 4.6M | ▲+7.6% Added · +323K sh | Q1 2026 | |
| 11 | FMR LLC | $336.8M | 4.1M | ▲+349% Added · +3.2M sh | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $302.8M | 3.7M | ▲+9.5% Added · +320K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $296.4M | 3.6M | ▲+2.8% Added · +97K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $290.3M | 3.5M | ▼−1.4% Reduced · −51K sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $262.2M | 3.2M | ▲+46% Added · +1.0M sh | Q1 2026 | |
| 16 | Cerity Partners LLC | $206.7M | 2.5M | ▼−5.8% Reduced · −154K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $200.5M | 2.4M | ▲+18% Added · +373K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $190.2M | 2.3M | ▲+0.2% Added · +5K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $124.3M | 1.5M | ▲+9.0% Added · +125K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $122.3M | 1.5M | ▲+15% Added · +191K sh | Q1 2026 | |
| 21 | Focus Partners Wealth | $103.2M | 1.2M | ▼−5.3% Reduced · −70K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $100.9M | 1.2M | ▼−0.6% Reduced · −8K sh | Q1 2026 | |
| 23 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $90.1M | 1.1M | ▼−51% Reduced · −1.1M sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $88.6M | 1.1M | ▼−27% Reduced · −400K sh | Q1 2026 | |
| 25 | Wealthfront Advisers LLC | $83.8M | 1.0M | ▲+36% Added · +268K 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 | 268 funds | $131.3B |
| AMAZON.COM INCAMZN | 268 funds | $96.1B |
| ALPHABET INC-CL CGOOG | 268 funds | $54.6B |
| NVIDIA CORPNVDA | 267 funds | $176.5B |
| ALPHABET INC-CL AGOOGL | 266 funds | $83.6B |
| APPLE INCAAPL | 265 funds | $142.1B |
| JPMORGAN CHASE & COJPM | 262 funds | $38.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 262 funds | $20.0B |
| BROADCOM INCAVGO | 261 funds | $68.0B |
| META PLATFORMS INC-CLASS AMETA | 261 funds | $54.3B |
| VISA INC-CLASS A SHARESV | 260 funds | $31.4B |
| CHEVRON CORPCVX | 259 funds | $19.3B |
Ranked by how many of SHY'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 SHY. 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.